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.
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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:
Easily design your custom forms.
Distribute forms to clients via secure links.
Collect responses securely directly in your system.
Automate 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.
Form Analytics
Gain Valuable Client Insights
Unlock the power of data-driven decision making with our advanced analytics.
- 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."
"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!"
"A fantastic way to streamline client intake. I love that it uses AI to make the process easier."
"It’s great to see a product designed to enhance client experiences while reducing administrative tasks."
"Formisoft stands out for its simplicity and seamless integration. Setting up secure forms has never been this easy."
"As a nurse, I appreciate how Formisoft ensures patient information is handled securely. It's intuitive, convenient, and saves us a lot of time."