Formisoft

Formisoft: Secure Client Intake Forms for Professional Services is an AI-powered, secure platform designed to streamline client intake for modern professionals. It enables form creation, appointment scheduling, and payments from any device, while ensuring compliance with industry regulations. The solution emphasizes reducing paperwork, speeding up workflows, and delivering a high level of client satisfaction through an integrated, eco friendly, and secure experience.

How It Works

1. Design your forms in minutes using the AI form creation tools.
2. Import existing forms or convert paper forms into digital formats.
3. Share secure links with clients for fast submissions and automatic data delivery into your system.

Key benefits include faster onboarding, automated workflows, data accuracy, and secure payments, all in a single, integrated platform.

Core Capabilities

• Secure data transfer and storage with encryption
• Integrated payments via Stripe with zero additional fees
• Multi page forms and dynamic question logic
• Brandable forms with custom branding options
• Mobile optimized, client friendly interface
• QR code quick access for on the spot check in
• Eco friendly digital intake reducing paper usage
• Easy integration with existing systems
• AI assisted form creation and intelligent data capture
• Analytics and reporting to gain insights into client intake processes
• Digital signatures for paperless agreements
• Anonymous and confidential feedback forms for client insights

How to Use Formisoft

1. Design your perfect form in minutes using the AI form builder.
2. Share secure links with clients or embed forms in your site.
3. Collect responses, process payments, and manage data automatically in your workflow.

Safety and Compliance

• Data protection and encrypted transfers ensure client information is safeguarded.
• Secure storage and digital signatures help meet regulatory requirements.
• Access controls and mobile optimized experiences protect data on the go.

Core Features

• 100% digital intake process to reduce admin work
• AI form creation for rapid deployment
• Paper to digital conversion for legacy forms
• Rapid deployment and easy paperless setup
• Multi page forms with dynamic question logic
• Custom branding to reflect your practice
• Integrated payments via Stripe with zero fees
• Secure payments and data protection
• Mobile optimized client experience with quick QR access
• Smart analytics and response tracking for insights
• Anonymous feedback forms for confidential client input
• Digital signatures for secure, paperless approvals
• Easy integration with existing systems to automate data flow