Formisoft
Last Updated on: Jan 23, 2026
Formisoft
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AI Forms & Surveys
AI Workflow Management
AI Productivity Tools
AI Analytics Assistant
AI Reporting
AI CRM Assistant
AI Knowledge Management
AI Document Extraction
AI Task Management
AI Project Management
Healthcare
Legal Assistant
What is Formisoft?
Formisoft is a secure, AI-powered platform designed to streamline client intake processes for professionals across various industries. By offering customizable digital forms, seamless integration with existing systems, and robust data protection, Formisoft enhances workflow efficiency and elevates client service.
Who can use Formisoft & how?
  • Healthcare Providers: Replace clipboard paperwork with HIPAA-compliant digital forms that auto-populate EHR systems, cutting admin time by 50%.
  • Legal Teams: Onboard clients through encrypted intake forms with built-in e-signatures (BAR-compliant templates included).
  • Financial Advisors: Collect sensitive financial data via bank-level encrypted forms that sync directly with CRM tools like Salesforce.
  • Schools & Universities: Process 500+ enrollments daily with conditional logic forms that adapt based on applicant responses.
  • Small Businesses: Convert customer interactions into structured data with drag-and-drop form builders (no coding required).
What's so unique or special about Formisoft?
  • AI Form Generation: Create compliant, ready-to-use forms in 60 seconds using natural language (e.g., "HIPAA patient intake form with e-signature").
  • Smart Integrations: Auto-syncs with 100+ tools like EHRs (Epic, Cerner) and CRMs - reducing duplicate data entry by 90%.
  • Military-Grade Security: End-to-end 256-bit encryption with automated compliance for HIPAA/GDPR/CCPA - including audit trails.
  • Anywhere Access: 85% form completion rate on mobile with offline capability and auto-save features.
  • Performance Analytics: Track drop-off rates, completion times, and field-level analytics to optimize forms continuously.
Things We Like
  • User-Friendly Interface: The intuitive design makes form creation and data management accessible, even for those with limited technical expertise.
  • Versatility Across Industries: Formisoft offers customizable templates suitable for various professional sectors, from healthcare to legal services.
  • Free Tools Availability: The platform provides free tools such as QR code generators and digital signature creators, adding value for users.
Things We Don't Like
  • Learning Curve for Advanced Features: While basic functionalities are straightforward, mastering advanced features like AI form generation may require additional time and resources.
  • Subscription Costs for Premium Features: Access to certain advanced tools and integrations may necessitate a subscription, which could be a consideration for budget-conscious users.
  • Dependence on Internet Connectivity: As a cloud-based platform, Formisoft requires a stable internet connection, which might pose challenges in areas with limited connectivity.
Photos & Videos
Screenshot 1
Pricing
Paid

Starter Free

Free

AI form generation
10 active forms
1,000 monthly submissions
Essential templates
Website embedding
Bank-level security
QR code sharing
Intuitive interface

Professional Free trial

$ 49.99

All Starter features, plus...
Unlimited forms
Unlimited submissions
Advanced analytics
Paper form digitization
Premium templates
API webhooks
White-label forms
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Popular Mention

FAQs

Formisoft is a secure, AI-driven platform that streamlines client intake by offering customizable digital forms and seamless integration with existing systems.
Yes, Formisoft allows users to design personalized forms using an AI-powered generator or by customizing industry-standard templates.
Absolutely, Formisoft caters to businesses of all sizes, providing scalable solutions that enhance client interactions and operational efficiency.
Yes, Formisoft seamlessly connects with your existing systems, automating data flow and reducing manual data entry.
Formisoft offers a range of free tools, and detailed pricing information for premium features can be found on their website.

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Editorial Note

This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.

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