Law firms, healthcare, real estate, HR, education, and more — upload documents, sync emails, build smart forms, collect e-signatures, and let AI answer questions from your own data. No code required.
No developers, no code — just the tools your business actually needs
Every feature you need to run your business — built in, not bolted on
Create custom apps for any workflow. Name your module, set record labels, and build forms — your team configures it, no developers needed.
Build forms where dropdown options pull from your own data. A case form auto-populates client names, an invoice pulls from your contacts.
Upload any document and ask questions in plain English. RAG-powered search understands your business context — not just keywords.
Collect legally binding e-signatures on any form or contract. Auto-generate PDFs, email signed copies, and track approval status.
Share forms via secure public links or QR codes. Clients, patients, and tenants fill out and sign — no account or login required.
Create invoices with payment links, track who's paid and who hasn't, and connect to QuickBooks — all from one dashboard.
Add a single script tag to your website. Visitors get an AI chatbot that answers from your knowledge base — your data, your brand.
Auto-sync Drive folders, query docs from Slack or Teams, sync emails from Gmail and Outlook, ask QuickBooks questions — all connected to one AI.
SOC 2 hardened with private containers, per-user permissions, encrypted secrets, full audit logging, and GDPR-compliant data handling.
See how businesses across industries use Heartbeat AI to run their operations
Organize case files, client documents, and legal research into searchable containers. Ask AI questions across all your cases instantly.
Build retainer agreements and NDAs with variable fields. Clients review and sign digitally via a secure link — no printing or scanning.
Sync emails from Gmail or Outlook into case containers. Filter by sender, date, or subject — then ask AI about your correspondence.
Upload briefs, memos, and statutes. Ask questions like "What did opposing counsel argue about jurisdiction?" and get instant answers.
Share branded intake forms via public link or QR code. Patients complete medical history and consent forms on their phone — no paper.
Pre-built HIPAA authorization and treatment consent forms with legally binding e-signatures. Full audit trail for every interaction.
Embed an AI chatbot on your website. Patients get instant answers about office hours, procedures, and policies from your knowledge base.
Generate invoices with Stripe payment links, track balances, and connect QuickBooks — all from one dashboard.
Organize listings, lease agreements, and client files into containers. AI searches across all properties and documents instantly.
Create rental agreements and inspection checklists with variable fields. Tenants review and sign digitally — no in-person meetings needed.
Auto-sync property documents from Google Drive. Sync client emails from Gmail or Outlook into containers for instant AI search.
Embed an AI chatbot on your real estate website. Visitors ask about listings, pricing, and availability — answered from your own data.
Build enrollment forms with grade levels, guardian info, and medical notes. Parents fill out and sign digitally — no paper, no scanning.
Pre-built consent forms with legally binding signatures. Share via public link or QR code — parents complete on their phone.
Create a permission slip, generate a QR code, and send it home. Parents scan, review, sign, and submit — all in under a minute.
Build grade entry and fee forms with lookup fields that pull student names automatically. Everything links back to the student record.
Create onboarding packets with offer letters, NDAs, and handbook acknowledgments. New hires sign everything digitally before day one.
Upload employee handbooks and HR policies. Staff ask questions like "What's our PTO policy?" and get instant, accurate answers.
Build candidate tracking modules with intake forms, interview notes, and offer workflows. Lookup fields link candidates to positions.
Sync recruitment emails from Gmail or Outlook and resumes from Google Drive. AI searches across all candidate communications.
Build modules for any process — inventory tracking, vendor management, project intake. Name it anything, configure it your way.
Create contract templates, collect e-signatures, generate invoices with Stripe payment links — all from one platform.
Auto-sync Drive folders, query documents from Slack or Teams, connect QuickBooks — your team gets answers without switching tools.
Sync business emails into document containers. Filter by sender, date, or subject. Ask AI questions about your email correspondence.
Deep integrations with the platforms your business relies on
SOC 2 hardened from day one — your data is protected at every layer
Every control auditors look for — implemented in code, not just policy documents.
No consultants, no waiting weeks — build and launch the same day
Sign up and choose your niche — Law Firm, Healthcare, Real Estate, Education, HR, or General Business. We'll set up containers, forms, and an AI assistant tailored to your industry.
Upload documents, sync Google Drive folders, or connect Gmail and Outlook to pull emails into your AI knowledge base. Add smart forms and contracts.
Share public forms, collect e-signatures, embed the AI chat widget on your website. Your team and clients start using it immediately.
No hidden fees. No per-seat surprises. Start with a 90-day free trial — upgrade or downgrade anytime.
Have questions? Want a demo? Need a custom plan? We'd love to hear from you.
Thanks for reaching out. We'll get back to you within 24 hours.