Products

grnlght is a modern client delivery system designed to help agencies, freelancers, and service-based businesses manage every stage of their client relationships in one place. From onboarding to final delivery, grnlght functions as a complete management tool, giving you structured systems to track communication, tasks, approvals, and progress without the chaos of scattered tools. At its core, grnlght was built on the belief that emails suck, that there had to be better way to manage client work w

End-to-end AI clinical documentation platform that captures conversations, generates notes, recommends ICD-10/CPT codes, and streamlines patient intake.

Almox is the client experience platform for professional services firms. It gives you one branded place to run the entire client relationship, from the first proposal to the latest invoice, instead of stitching together a handful of separate tools. Clients log in to a single portal under your own domain to see their projects, tasks, files, messages, contracts, and payments. Your team works from a built-in CRM that keeps leads, deals, and renewals moving, with an AI Manager on hand that already

PortalD is an online customer portal for UK small businesses that need to collect documents, manage customer information, create online forms, and connect workflow data with Xero. The platform lets businesses request files from customers, track submissions, store documents securely, and use AI-assisted checks to review uploaded information for completeness and consistency. PortalD also supports custom online form creation, helping businesses replace email-based information gathering with struct

Manage clients, reseller agencies, requests, and delivery in one branded place. Onboard faster, stay organized, and deliver work with confidence at scale.

BulkShare is branded file delivery for agencies, freelancers, and client-facing teams. Send large client files from your own custom domain with branded download pages, password protection, link expiry, and download analytics. Recipients see your brand, not a generic file-host link. Includes folder sharing, Google Drive import, and up to 5 team seats on one flat plan.

Salutera is a clinical AI that instantly turns messy hospital records into clear, organized data. It saves healthcare teams hundreds of hours on manual chart reviews by extracting precise patient data with safe, HIPAA-compliant, and 100% trackable results.

Portico is client onboarding software for service businesses. It replaces the scattered emails, manual follow-ups, and disconnected tools that slow down new client intake. Create a multi-step onboarding workflow once. Add intake forms, document uploads, e-signatures, welcome messages, and payment steps. Send clients a single link. They complete everything in one sitting without creating an account. Who uses Portico: - Marketing and creative agencies onboarding new retainer clients - Accounting

FileChute is a file request platform built for professionals who collect documents from clients - accountants, mortgage brokers, lawyers, and insurance agents. Think of it as the Calendly of file requests: create a request, share a link, and clients upload their documents without needing to create an account. FileChute replaces back-and-forth email threads with a simple, trackable checklist. You define exactly which documents you need, your client sees a branded upload page, and you get notifie

Micromerce is a software solutions and consulting company that specializes in client onboarding and data migration for B2B software businesses. Founded in 2017, Micromerce provides a cloud-based platform that helps companies onboard customers faster, migrate data efficiently, and scale onboarding without heavy developer involvement—using automation, AI-assisted data transformations, and self-service client portals

StudioLink is a comprehensive client portal designed specifically for accountants, facilitating seamless communication and document exchange with their clients. This platform streamlines the management of financial documents, enhances collaboration, and ensures secure data sharing, thereby improving overall efficiency in accounting practices. Key Features and Functionality: - Secure Document Management: StudioLink provides a centralized repository for storing and managing financial docum

CustPo is a comprehensive customer support platform designed to streamline and enhance the way businesses interact with their customers. By integrating various communication channels into a single, user-friendly interface, CustPo enables support teams to manage inquiries efficiently, ensuring prompt and effective responses. The platform's robust analytics tools provide valuable insights into customer behavior and support performance, allowing businesses to make data-driven decisions to improve s

Onboardwerks is a customer onboarding platform built for small and medium businesses that want to deliver a consistent, professional onboarding experience without the complexity of enterprise tools. Create reusable onboarding playbooks that guide every customer from signed contract to fully onboarded. Assign tasks, track progress, share files, and keep everyone—internal team and customers alike—aligned on what's next. Customers get their own portal to see exactly where they are in the process,

MyPraxis is an AI co-pilot that streamlines clinical documentation for therapists and social workers, reducing administrative workload and ensuring compliance with insurance requirements. The system records sessions, generates real-time transcripts and structured notes, and delivers actionable insights. Documentation produced by MyPraxis is consistent, complete, and formatted to meet standards for billing and insurance claims, reducing the need for manual follow-up. MyPraxis is fully HIPAA-com

PREFcards is a user-friendly, cloud-based software designed to streamline surgical workflows and reduce waste in healthcare facilities. It digitizes surgeon preference cards while integrating with inventory and scheduling systems. Users can manage real-time surgical case costs, track supply usage, and keep preference cards updated. Many of PREFcards processes and technologies are covered under U.S. Patent No. 12,308,115.

Trace helps create a more complete patient record, prevent lost revenue and refine workflows by collecting and integrating digital voice, fax and image data. Consolidate and centralize content from virtually any medium, and easily find it using patient account number, document type or any custom field.

ValueRamp is a post-sales execution system for B2B SaaS customer success teams, carrying an account from the sales handoff through onboarding, adoption, renewal and win-back in one place. Sales hands off with the context that was promised; onboarding runs on a plan the customer can see and approve in their own portal; adoption is scored from real product usage and every conversation; renewals and churn risk are visible before they are late; and a former customer is worked back through a reactiva

ArtisanClo is a traffic quality and ad tracking platform for performance marketers and affiliate teams. Every visit gets a decision and a reason: bots, data-center traffic, ad reviewers and spy tools are separated from real visitors, and the click log shows exactly which check fired. - Bot and invalid-traffic filtering by network, device, browser and platform click IDs - Built-in tracker: spend, conversions, profit and ROI by source, offer, GEO, landing page and sub-IDs - Postbacks to traffic

Docka is a client portal built for freelancers and agencies who want to deliver a professional, organized client experience. Instead of scattered emails, shared drives and chat threads, each client gets a dedicated portal where everything about their project lives in one place: [documents, deliverables, project updates, tasks, approvals]. Docka is fully white-label: add your logo, your brand name and your colors, so clients see your brand, not ours. Why freelancers and agencies choose Docka: