The Smart Client Intake Solution for Modern Professionals

Streamline your entire client intake process in one secure platform. Create forms, schedule appointments, and process payments with ease. Access everything from any device, while maintaining full compliance with industry regulations.

100%
Less paperwork
8 min
Time saved per client
98%
Client satisfaction

Trusted by Industry Leaders

Join forward-thinking organizations using Formisoft to transform their client experience.

Work Smarter

Everything you need for efficient client intake

Formisoft streamlines client information management, automates workflows, and eliminates paperwork - all while maintaining the highest security standards.

Quick Setup

  • AI form creation
  • Form importing
  • Paper conversion
  • Rapid deployment

Go Paperless

  • Digital intake process
  • Reduce admin work
  • Enhance client experience
  • Eco-friendly solution

Easy Integration

  • Connect existing systems
  • Automate data flow
  • Eliminate manual entry
  • Ensure data accuracy

Smart Forms

  • Build custom intake forms
  • Digitize paper forms
  • Dynamic question logic
  • Custom branding
  • Integrated payments

Enterprise Security

  • Data protection
  • Encrypted transfer
  • Secure storage
  • Digital signatures

Client-Friendly

  • Mobile-optimized
  • Quick QR access
  • Intuitive design
  • Fast check-in

Powerful features included

Everything you need to create professional forms.

Secure Payments 💰

Accept payments seamlessly through Stripe with zero additional fees

Secure Payments

The form builder designed for your workflow

Collect and manage client data seamlessly in 3 simple steps:

1

Design your perfect form in minutes

2

Share secure links with clients

3

Get responses directly in your system

Smart Analytics

Unlock Client Insights

Make data-driven decisions with powerful analytics tools.

Analytics Dashboard
Informed Decision Making
Gain valuable insights about your practice through comprehensive form analytics and response tracking.
Confidential Feedback
Create anonymous surveys and feedback forms to gather honest insights from clients.

Client Success Stories

Trusted 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 transform your client intake?