Question: Is there a client management system that uses AI to automate onboarding and drafting emails and notes, and also offers a mobile-friendly experience?

Ready to Send is an AI-powered email reply generator for Gmail that helps you manage your inbox more efficiently. It writes human-sounding, contextually relevant responses in your own voice and style, and supports more than 100 languages. You can set up custom instructions for different contacts and generate new emails from scratch, all while having a mobile-friendly experience through the native Gmail apps.

Intapp offers a comprehensive solution for professionals in various industries, including accounting, consulting, and legal services. It provides features for managing relationships, onboarding clients, drafting emails, and capturing data from emails and documents. This platform also includes features for timekeeping and compliance, ensuring a streamlined workflow and reduced governance risks.

For a more focused customer support experience, Help Scout is an AI-powered customer support system that automates routine tasks and streamlines communication. It includes features like AI Drafts for on-brand email responses, AI Summarize for summarizing long email threads, and AI Assist for completing and editing responses. This tool is designed to help support teams work more efficiently and focus on complex interactions.