Intake forms that people actually finish
Build guided applications with forms, chat help, and document uploads—then turn submissions into clean PDFs and actionable cases.
No code required.
Everything you need to collect the right data
Build flexible intakes with guided steps, smart checks, and document handling—so teams get complete, clean submissions.
Form builder for complex intakes
Create multi-step forms tied to case types. Control fields, validation, and ordering without code.
AI-assisted data entry
Let people chat with a built-in helper to fill fields faster and reduce confusion.
Document uploads with extraction
Accept PDFs and images. Extract key details and keep files linked to the right case.
Save & resume via secure links
Each application gets a private link so users can pause and return when ready.
Built-in review workflow
Move cases from draft to review and submission. Track progress at a glance.
PDF generation
Create polished PDFs from submitted data for records or handoff.
On our near-term roadmap
E‑signature
Collect signatures on generated PDFs before submission.
Payments
Charge fees during submission using Stripe.
Workflow automation
Triggers, approvals, and assignments for larger teams.
Integrations
Zapier, webhooks, and direct CRM/ATS connections.
Single sign-on
SAML/OIDC options for enterprise access.
Audit logs & roles
Granular permissions and full change history.
How it works
Create
Define a case type, fields, and required documents.
Collect
Share a link. People fill forms, chat for help, and upload files.
Review
Validate, generate a PDF, and move the case forward.
Security by default
Data is stored in a managed database. Access is scoped by case and role. Uploads are validated by type and size before they’re accepted.
- Role-based access for admins and reviewers
- Signed, private resume links for applicants
- Server‑side validation and structured storage
- PDF generation for immutable records
Frequently asked questions
Do I need to code to set this up?
Nope. Create a case type, add your fields and documents, and share a link.
Can people pause and come back later?
Yes. Each application generates a private resume link that works until it expires.
How do I get submissions into my other systems?
You can export PDFs and data today, and connect webhooks. Zapier and direct integrations are on the roadmap.