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In touch with online intake

Design online forms with a drag-and-drop builder, customise branding, and automate processes with pre-filled details and comprehensive reporting.

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Practice Management Online Forms 01

Add your touch to forms and agreements

  • Intuitive drag-and-drop builder: effortlessly construct online forms using a simple drag-and-drop interface for seamless customisation
  • Create a schedule of supports: build a comprehensive schedule of supports by incorporating a fee schedule with services, detailed descriptions, units, and pricing
  • Branding customisation: tailor your platform's appearance with custom images, colours, and a personalised thank-you page to align with your brand identity
AI Automation Embeddable Forms 03

It’s all in the details

Pre-fill client fields

Easily populate forms with existing client details before sending, streamlining the process

Save and complete later

Empower clients to prepare forms, saving progress for later completion before submission

Seamless file upload and online signatures

Enable clients and contacts to digitally sign by uploading files, facilitating a smooth online interaction

Easily gather responses

Get rid of manual data entry and simplify the way you communicate. With automated workflows, you can monitor forms, gather responses and keep tabs all round.

Automatic population of details

Client details are seamlessly filled in automatically upon form submission, enhancing efficiency.

Efficient automated workflows

Initiate automatic form sending when appointments are scheduled, creating a seamless workflow.

Comprehensive form reporting

Track both recently submitted and incomplete forms through detailed form reports for effective monitoring.

Spend less time on admin and more time with clients