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Plugin / developerCategoryFollow
Intake – Client DocsIntake LLCCollect client docs and forms

Plugin name

Intake – Client Docs

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6 more matching sources

Publisher keywords · listing

documents intake forms e-signature clients

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Publisher full description

Intake helps small professional firms (accountants, lawyers, lenders) collect documents, intake forms and e-signatures from their clients. From ChatGPT you can see which clients are still missing documents, draft a document request with a checklist and forms, send it to the client's secure portal, review what they uploaded, read…

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Package name

intake

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Publisher subtitle

Collect client docs and forms

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Publisher capabilities · listing

List clients and requests Draft and send document requests Read uploaded documents' status Read submitted form answers Manage deals and templates

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Publisher

Intake LLC

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Business & OperationsVersion 1.0.3
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Formatix AIFormatix AI LtdCV formatting and resume formatting for recruiters: format CVs into your recruitment agency's or executive search firm's own branded temp...

Publisher capabilities · listing

…int or Excel file Change a formatted CV after it is made Position specifications and job specs from intake notes Blind CVs and translated candidate profiles Interview packs and client submission emails Daily CV run with a credit limit you set Retained-search and appointment announcements Documents in a firm or client brand

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2 more matching sources

Publisher description

…cy's or executive search firm's own branded template, with candidate profiles, candidate summaries, client shortlist packs, position specifications and interview packs.

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Publisher full description

…rms, headhunters and executive search firms. Format a CV into your own branded CV template and send clients a consistent candidate profile, candidate summary or shortlist. Formatix AI turns your firm's own document layouts into templates and produces client-ready recruitment and executive-search doc…

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ProductivityVersion 1.0.6
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LexideskLexidesk

Publisher description

Review your intake without replaying every call. Connect your Lexidesk account to ChatGPT and ask questions about your conversations, clients, and results. - Understand why leads hesitate. Find recurring objections, unanswered questions, and moments where conversations stall. - Improve your intake script. Ask for specific changes to…

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1 more matching sources

Publisher subtitle

Get answers about your intake

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Business & OperationsVersion 1.0.0
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TrussTruss

Publisher full description

Truss is the tax workflow platform for tax and accounting firms, covering client intake, workpapers, preparation, and delivery. This plugin brings your firm's Truss data into ChatGPT. Search contacts, entities, and projects. Check an engagement's status and due date. See which tas…

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2 more matching sources

Publisher subtitle

Look up clients and projects

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Publisher description

…workflow platform for tax and accounting firms. Search contacts, entities, and projects, see what a client still owes or has uploaded, and create follow-up tasks.

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Business & OperationsVersion 0.1.0
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LuciaFabio Annovazzi · MparanzaLucia assiste lo studio legale italiano con revisione documentale, controllo di errori e citazioni, bozze Word dal modello dello studio e...

Publisher keywords · listing

…ontrollo-documenti revisione-documenti pareri-legali memorie-legali lettere-legali apertura-pratica client-intake comunicazione-professionale sito-studio-legale legal-research legal-review

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ProductivityVersion 0.1.67
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ReuilyReuilyCreate forms, surveys, scored quizzes and lead screening forms in Reuily, publish them, and analyze responses from ChatGPT or Codex.

Publisher keywords · listing

…form builder survey builder feedback nps csat event registration rsvp lead capture job application client intake booking e-signature waiver responses reuily quiz lead screening

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1 more matching sources

Publisher full description

…capture and quote requests, contact and support forms, bug reports, job and volunteer applications, client intake and onboarding, scored quizzes with answer keys and pass marks, lead screening forms that mark which answers make a good fit, meeting bookings with scheduling links, and consent or waiver forms…

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ProductivityVersion 1.0.5
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SuperformsSuperformsCreate forms, collect feedback through text, voice, or images, and use the responses with your AI.

Publisher keywords · listing

…ice-forms ai-follow-up-questions feature-suggestions feedback-forms human-input ask-someone surveys client-intake research-interviews image-attachments

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1 more matching sources

Publisher full description

…their own AI assistant to help answer. Build voice forms, suggest-a-feature forms, feedback forms, client intake, and surveys.

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ProductivityVersion 1.1.1
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AllBackArtur Mkrtchyan Ventures UG (haftungsbeschränkt)Collect information and files from many people. AllBack sends each person a prefilled form, reminds only the people who forget, and gives...

Publisher keywords · listing

forms surveys questionnaire reminders follow-up rsvp intake document collection file upload signatures onboarding sign-off feedback events hr checklist

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1 more matching sources

Publisher full description

…sletter, or print as a QR code. What people use it for: speaker details and headshots for an event, client onboarding documents, new-hire details, policy sign-off, RSVPs, vendor documents, and year-end documents for an accountant. Forms support 18 question types, file uploads and signatures, logic a…

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ProductivityVersion 1.1.1
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Rohas Legal AI: AdvisoryRohas Nagpal

Publisher description

Client intake, communication, opinion, risk-assessment, engagement-letter, and notice drafting and reply skills for day-to-day advisory work.

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2 more matching sources

Publisher full description

Eight reusable legal workflows covering client intake, status updates, engagement letters, plain-language explanation, formal opinions, risk assessment, demand notices, and notice replies.

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Publisher keywords · listing

legal advisory client-communication opinions notices

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ProductivityVersion 0.2.1
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FiberyFibery Inc.

Publisher description

…ts use it for everything from product roadmaps and customer feedback to sales CRM, hiring, OKRs and client projects. Everything can link to everything else, so work never gets lost between teams. With this plugin, you can do it all by talking to ChatGPT. Describe how your team works, and ChatGPT bui… …n’t enough, ask for an app. ChatGPT can build a custom app on your Fibery data, like a step-by-step intake form or a dashboard your CEO actually reads. Your data stays in Fibery, with its permissions and history intact. Sketch it out on a whiteboard. Ask for a process flow, an org chart or a retro b…

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ProductivityVersion 2.1.1
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FoodzillaFoodzilla

Publisher description

…mplate ready to review and assign. Add a food to your own database from a label or a link. Draft an intake form, set your booking hours, publish a post to your clients, or check where your subscription stands. Your clients can connect too, if you let them. A client asks their own assistant to log a meal, water, a workout, their sleep or their weight, and to…

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HealthcareVersion 1.0.0
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PiezasPiezas.ai

Publisher full description

Piezas lets you build, host and run business apps (bookings, CRMs, client portals, intake forms, internal tools) from ChatGPT and Codex. Describe what your business needs in plain language. Piezas turns it into a short description you confirm, creates the app in your Piezas account,…

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Developer ToolsVersion 0.6.2
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WayfrontWayfront

Publisher description

Wayfront is agency client portal software for digital agencies selling repeatable productized services. Each purchase starts the right workflow, while repeat orders, renewals, referrals, prepaid packages, and reseller s… …the context is still fresh. You can also create and adjust services and forms through chat. Tighten intake, fix clunky handoffs, and keep work moving from purchase to delivery.

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ProductivityVersion 1.0.1
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