Forms
Someone fills in a form, and it lands in the right record.
Forms built on your records: share one by link, collect files, and start the next step when it comes back.
Hartwell Wealth · Wealth advisory
Same Headroom. Built around each one.
Fieldnote Studio · Design agency
Marsh & Vale · Law firm
Ask once. Never retype it.
Built on your records
Every form adds a record, updates one, or moves it to its next stage, so answers go exactly where they belong.
Share it with anyone
Send a link and anyone can fill it in, no account needed. Or keep it to the people you choose.
Ask only what's needed
Show context people need to see, ask the questions that matter, and include file uploads.
Keeps things moving
A submitted form can start the next step of a process, and turn the result into a PDF.
Common questions
Do people need an account to fill it in?
Not if you share it by link. You can also limit a form to signed-in clients or your team.
Can people upload files?
Yes. Files are saved straight to the record.
Can a form update an existing record?
Yes. A form can add a new record, update one, or move it to its next stage.
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