Forms
Collect structured information from clients
Create custom questionnaires to get data and attachments in a guided way, reducing back-and-forth email and input errors.
Available from the Starter plan
What you can do
Custom fields
Text, multiple choice, dates, and attachments: build the right questionnaire for each task.
Linked to procedures
Responses land directly in the correct procedure, ready for review.
Simple client experience
Clients fill in from the browser with no install, and you receive everything organized.