The Most Agile Client Intake Solution for Modern Professionals

Create and manage client intake forms, appointments, and payments - all in one place. Build forms quickly and handle everything from your computer or phone. The simple way to gather client details, book visits, and process payments while meeting your regulatory requirements.

7-Day Free Trial

Professional using Formisoft
100%
Reduction in paperwork
8 min
Average time saved per client
98%
Client satisfaction rate

Trusted by Great Companies

Organizations across industries use Formisoft to transform their client onboarding into a seamless digital experience.

The form builder made for your systems

Collect or update client data wherever you need it, in 60 seconds:

1

Easily design your custom forms.

2

Distribute forms to clients via secure links.

3

Collect responses securely directly in your system.

Streamline Your Workflow

Everything you need to optimize client intake

Formisoft provides a comprehensive solution for professionals to efficiently manage client information, improve workflow, and eliminate paperwork.

Easy Digitalization

  • Generate forms with AI
  • Upload existing forms
  • Scan paper forms to digital
  • Quick form creation process

Paperless Workflow

  • Digitize your intake process
  • Reduce administrative overhead
  • Improve client experience
  • Environmentally friendly practice

Seamless System Integration

  • Connect to your existing systems
  • Automate client data transfer
  • Reduce manual data entry
  • Improve data accuracy

Customizable Forms

  • Create tailored client intake forms
  • Convert existing paper forms
  • Flexible question formats
  • Use your own branding
  • Collect client payments

Security and Compliance

  • Ensure data protection
  • Encrypted data transmission
  • Secure data storage
  • e-Signature support

Accessible Client Experience

  • Mobile-friendly forms
  • QR codes for easy access
  • User-friendly interfaces
  • Efficient check-in process

Need advanced features

Create even the most advanced forms with Formisoft.

Accept Payments 💰

Collect payments from anyone, secured by Stripe. 0% additional fees on all plans.

Accept Payments

Form Analytics

Gain Valuable Client Insights

Unlock the power of data-driven decision making with our advanced analytics.

Analytics Dashboard
Data-Driven Business Decisions
Get new insights into your clients and practice by using our Form Analytics to look at aggregate data from your forms.
Anonymous Client Feedback
Formisoft also gives you the ability to use anonymous forms, which are great for surveys, polls, and feedback forms.

Testimonials

Used by professionals worldwide

"This is just what I needed for my practice. Going digital with forms is so nice."

Henry Collins
Henry Collins
@henrycollins
producthunt

"It’s essential for us client to access forms easily on my devices . Love that it’s mobile friendly!Great job keeping user experience in mind!"

Beatrice Cromwell
Beatrice Cromwell
@beatrice_cromwell
producthunt

"A fantastic way to streamline client intake. I love that it uses AI to make the process easier."

Alicia Klein
Alicia Klein
@alicia_klein
producthunt

"It’s great to see a product designed to enhance client experiences while reducing administrative tasks."

Leslie Conner
Leslie Conner
@leslie_conner
producthunt

"Formisoft stands out for its simplicity and seamless integration. Setting up secure forms has never been this easy."

Tim Fetter
WordPress Developer
linkedin

"As a nurse, I appreciate how Formisoft ensures patient information is handled securely. It's intuitive, convenient, and saves us a lot of time."

Emma Williams
Nurse
formisoft

Ready to improve client intake?