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.
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
The form builder designed for your workflow
Collect and manage client data seamlessly in 3 simple steps:
Design your perfect form in minutes
Share secure links with clients
Get responses directly in your system
Smart Analytics
Unlock Client Insights
Make data-driven decisions with powerful analytics tools.
- 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