AI-powered client management

Replace 8 tools with one AI-powered platform

Contracts, scheduling, invoicing, forms, workflows, messaging, and 7 AI tools — built for coaches, consultants, therapists, and agencies.

14-day free trial · No credit card required

Everything you need to run your business

Match HoneyBook and Dubsado feature-for-feature — then surpass them with AI.

Branded portal where clients view invoices, book sessions, sign contracts, and track progress.

Create, send, and sign contracts electronically. Legally binding with timestamp and IP logging.

Set your availability and share a booking link. Supports recurring sessions and reminders.

Professional invoices with auto-reminders. Clients pay online via credit card or ACH.

Drag-and-drop form builder with conditional logic. Or let AI generate forms for you.

Automate onboarding, follow-ups, and payment collection with visual workflow builder.

Built-in email templates with variables. Threaded messaging through the client portal.

Visualize your client pipeline with customizable stages and drag-and-drop cards.

Built-in video calls with AI-powered recording, transcription, and session note generation.

AI forms, session notes, follow-ups, proposals, contracts, emails, and daily action plans.

Create your account and set up your business profile. No credit card required.

Import existing clients or add new ones. Send portal invitations so they can self-serve.

Generate contracts, proposals, and forms with AI. Automate follow-ups and reminders.

Bank-level AES-256 encryption. Row-level security on every table. SOC 2 compliant infrastructure. Your data is yours.

Join service professionals who save 10+ hours per week with TranscendentAI.