Formisoft - The Smart Client Intake Solution for Modern Professionals

Formisoft The Smart Client Intake Solution for Modern Professionals

What is Formisoft?

Formisoft is a comprehensive client intake solution designed to streamline operations for modern professionals. The platform allows users to create and manage forms, schedule appointments, and process payments seamlessly, all while maintaining full compliance with industry regulations.

This AI-powered tool provides secure data storage, encrypted data transfer, and digital signature capabilities. Formisoft supports integration with existing systems, automating data flow and eliminating manual entry. Access your forms, client data, and analytics from any device.

Features

AI form creation: Generate forms quickly with the help of AI.
Form importing: Import the existing forms.
Paper conversion: Digitize the paper forms.
Rapid deployment: Quick and easy setup process.
Digital intake process: Go paperless and reduce admin work.
Smart Forms: Build custom intake forms with dynamic question logic and custom branding.
Integrated payments: Accept payments securely through Stripe.
Enterprise Security: Data protection with encrypted transfer and secure storage.
Smart Analytics: Gain insights with form analytics and response tracking.
White-label forms: Remove Formisoft branding from forms.

Use Cases

Streamlining client intake for healthcare providers.
Creating online forms for event registration.
Collecting customer feedback through anonymous surveys.
Managing client information for financial advisors.
Processing applications for educational institutions.
Digitizing paper forms.

FAQs

What is Formisoft?

Formisoft is a smart client intake solution that helps modern professionals streamline their client intake process. It allows users to create forms, schedule appointments, and process payments, all in one secure platform.
What kind of integrations does Formisoft support?

Formisoft allows users to connect their existing systems, automate data flow, eliminate manual entry, and ensure data accuracy.
How secure is Formisoft?

Formisoft prioritizes security, offering data protection, encrypted transfer, secure storage, and digital signatures to ensure the safety of client information.