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709 automations found
Track and follow up on every call from your Google Business Profile — the #1 source of local leads
Track and follow up on every call from your Google Business Profile — the #1 source of local leads.
After-hours AI Voice Agent triages calls using symptom-based questions, routes emergencies to on-call/911, schedules urg
After-hours AI Voice Agent triages calls using symptom-based questions, routes emergencies to on-call/911, schedules urgent same-day appointments for non-emergencies.
From signed engagement letter to active client in under 24 hours — automates intake forms, document collection, software access provisioning, and welcome communication.
From signed engagement letter to active client in under 24 hours — automates intake questionnaire delivery, document collection, engagement letter e-signature, accounting software access provisioning, and welcome sequence so staff spend zero time chasing paperwork.
Captures leads from third-party portals (Zillow, Realtor
Captures leads from third-party portals (Zillow, Realtor.com, Redfin) via email parsing or webhook, triggers instant speed-to-lead response.
AI identifies caller intent and routes to admissions, billing, classroom, or nurse - or handles directly
AI identifies caller intent and routes to admissions, billing, classroom, or nurse - or handles directly
Automated KPI tracking across your entire portfolio
Collects, normalizes, and visualizes KPIs from all portfolio companies with automated alerts when metrics deviate.
Reduce class no-shows and fill empty spots automatically
AI sends smart reminders before classes and automatically fills cancelled spots from the waitlist.
Dedicated landing pages for referral partners (attorneys, financial advisors, realtors) with custom tracking
Dedicated landing pages for referral partners (attorneys, financial advisors, realtors) with custom tracking. Referred prospects are attributed, partners are notified, and prospects are fast-tracked into the pipeline.
Automated multi-touch reminder sequence for overdue invoices — polite SMS and email nudges at 7, 14, and 30 days overdue, escalating to a payment plan offer before collections.
Automated multi-touch reminder sequence for overdue invoices — polite SMS and email nudges at 7, 14, and 30 days overdue, escalating to a payment plan offer and final demand letter before collections, so staff never have to make an awkward collections call.
Tracks all outstanding medical liens across active contingency cases — automating follow-up with providers, flagging overdue responses, and alerting attorneys when liens threaten settlement timelines.
Tracks outstanding medical liens across active contingency cases, automates follow-up with healthcare providers, flags overdue responses, and alerts attorneys when liens threaten settlement timelines.
Automated per-client reminder sequences kick off 8 weeks before each tax deadline — collecting documents, chasing missing items, and confirming readiness so nothing slips through.
Automated per-client reminder sequences kick off 8 weeks before each tax deadline — collecting documents, chasing missing items, and confirming readiness so no filing is missed or rushed. Covers personal, corporate, and partnership returns.
Automated status updates sent at key milestones — documents received, return in preparation, under review, filed — eliminating inbound status calls and emails.
Automated status updates sent at key milestones — documents received, return in preparation, under review, filed, and refund expected — so clients always know where things stand without calling or emailing the firm.