Formfy
Formfy is the AI-powered platform for forms, e-signatures, digital waivers, payments, and scheduling — all in one tool.
Most businesses run customer intake on a Frankenstein stack: a form builder for the questions, DocuSign for signatures, Smartwaiver for waivers, Calendly for booking, and Stripe for payments. Five tools, five subscriptions, five places where things break. Formfy collapses all of that into one workflow.
The Ai Copilot is the Wedge
Describe what you need in plain English — "new client intake for my med spa with HIPAA consent and a $50 deposit" — and Formfy generates the entire flow in under a minute. The AI writes the questions, picks the field types, drafts the legal and consent language, configures payment, and gives you a shareable link or embed code ready to send.
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Lobbie
Lobbie is a modern, all-in-one healthcare SaaS platform that streamlines patient intake, scheduling, electronic health records, lab and prescription management, billing, and payments, aiming to simplify and modernize the administrative side of a clinic or medical practice. Lobbie replaces paper forms with mobile-optimized, HIPAA-compliant digital intake forms (over 2,000 ready-made templates, or custom-built if needed), which patients can fill out remotely before their visit, often on a smartphone, desktop, or tablet, with no need to create an account. It supports dynamic consent and e-signatures, pre-filled data and automation, and delivers high pre-visit completion rates (clients report up to ~91% of forms completed before arrival). Once intake is digital, Lobbie offers automated scheduling (self-scheduling for patients, staff scheduling for providers), reminders via email or SMS, telehealth support, and integrations with calendars or external systems.
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ZENTAKE
The smartest way to manage your patient documents. ZENTAKE removes the hassle of managing paper intake documents. It is the perfect electronic intake and consent management platform for your staff and patients. Securely encrypted so you can collect and manage sensitive health data and keep your peace of mind. Save time and money by automating previously time-consuming intake management tasks. Solve your intake management problems forever by taking your form processes digital. Getting up and running is easier than you think. Start sending forms in minutes. ZENTAKE is designed to save your team and patients the headache of paper forms. It doesn't matter if patients complete their forms at home or in your office, ZENTAKE's intake tools help streamline your operations, while giving patients the safe, contactless options they want and you the specific information you need.
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Gavel
Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.
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