Advanced technology that transforms how you capture and structure client information
From healthcare to finance, Formify adapts to your industry's unique needs
Client intake, case documentation, and consultation records with security
Student assessments, parent conferences, and administrative documentation
Client onboarding, risk assessments, and financial planning documentation
Patient intake, medical histories, and consultation notes with HIPAA compliance
Create forms, capture notes, build templates, and export documents from one focused workspace.
Create templates and capture structured form data from natural conversation.
Turn recorded sessions into organised notes that are ready to copy or export.
Build reusable blocks and templates around the information your work needs.
Join thousands of professionals who have eliminated manual data entry and improved client relationships with Formify.