Alternatives to Kiip
Compare Kiip alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Kiip in 2026. Compare features, ratings, user reviews, pricing, and more from Kiip competitors and alternatives in order to make an informed decision for your business.
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Aesthetic Insight
Aesthetic Insight
Aesthetic Insight is a cloud-based, HIPAA-compliant, all-in-one software solution purpose-built for medical spas and aesthetic clinics that consolidates scheduling, online booking, point-of-sale, memberships/packages, automated digital intake and consent forms, custom treatment charting, integrated ecommerce, automated marketing campaigns, and client engagement tools into a single platform. It enables clinics to offer online booking with resource-based availability, digitize their intake, consent, and after-care workflows, manage bundled service and product memberships with automated billing, sell products online through an integrated store, and nurture client relationships through tailored marketing messages and campaigns, all while centralizing front-desk operations, treatment records, and inventory under one interface. The system also supports calendar management, client segmentation, automated reminders, and tracking of package redemption. -
2
ZENTAKE
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.Starting Price: $49/month -
3
Formfy
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. -
4
Gavel
Gavel.io
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.Starting Price: $83 per month -
5
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
6
Lobbie
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. -
7
Copergrine Tele & Health Systems
Copergrine LLC
Copergrine Tele & Health Systems is a cloud EMR and telehealth platform for medical practices, wellness and med spa clinics, home health agencies, and behavioral health and therapy practices. Every subscription includes HD telehealth visits, AI-assisted clinical documentation, e-prescribing, online scheduling and patient self-booking, real-time insurance eligibility checks, electronic claims submission through an integrated clearinghouse, a secure patient portal, and automated intake and consent workflows. Purpose-built workspaces adapt the platform to primary care, aesthetic medicine, home health, and behavioral health. HIPAA-compliant with SMART on FHIR interoperability. Pricing is simple: $229 per provider per month flat — no per-module fees, no claim surcharges, no annual lock-in.Starting Price: $229/month/provider -
8
Notenetic
Notenetic
Notenetic is a comprehensive Electronic Health Record (EHR) platform built specifically for behavioral health providers, designed to streamline the full lifecycle of clinical and operational workflows from intake to billing within a single, unified system. It centralizes key functions such as client management, staff coordination, documentation, scheduling, billing, and financial reconciliation, enabling organizations to manage their entire practice from one interface. It includes customizable documentation tools for intake forms, progress notes, and assessments, allowing clinicians to tailor templates to their specific methodologies while keeping all records organized in one place. Notenetic also provides integrated telehealth capabilities with HIPAA-compliant video sessions, along with a secure client portal where patients can communicate with providers, complete documents, and sign forms digitally.Starting Price: $55 per month -
9
DocsCloud
DocsCloud
DocsCloud helps professionals & businesses generate filled documents on a real-time basis, create web forms to collect information, create and manage agreements, secure sharing of documents & extract text from documents or images. DocsCloud is an all-in-one platform for creating, managing and sharing the documents that your business relies on every day. Form Builder provides a quick & easy interface to create flexible forms. Embed them anywhere or the user directly. DocTemplate strives to make the process of creating business documents easy. Fillable PDF module helps you manage and share your fillable PDFs with clients easily. DocExtractor allows you to extract the data from documents & images effortlessly. Plug it anywhere in your process. Create or upload documents and get them digitally signed from multiple parties (signees). Host documents and share them securely within the organization or with an external audience.Starting Price: $15 per month -
10
TemplatesGo
TemplatesGo
No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure. With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes. Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages. Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience. -
11
Paperless Online
Paperless Online
Go paperless. The Form & Document Management CRM for all teams. Converting to a paperless office — the ultimate solution for small & medium-sized businesses. All your employees, customers & vendors in one database. Communication, tasks, forms and all paperwork paperlessly. All forms and documents electronically. Includes routing & approval tracking. Ok, you have data in the forms. How about making sense of the data or search by criteria you need? And share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Your documents in File Cabinet by custom fields and tags. We can help you digitize documents and forms, and transfer to an electronic filing system on Paperless Online. Contacts can login to self-service portal and submit required forms and documents. Store and easily retrieve all data, including forms, documents and files of your teammates, clients and vendors.Starting Price: $15 per user per month -
12
FormDr
FormDr
Always get the information you need with required fields. Patients can only submit when they complete all of your required fields. Never receive an incomplete medical form again. Combine multiple pages into an online form packet. Have your patients fill out their medical history, consent to treat, and demographics all in one new patient intake form packet. Collect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer. Easily build HIPAA compliant online forms. No coding is required to create secure online intake forms for your patients. All patient form submissions are encrypted in transit and rest. A business associate agreement is included with your service. Have your patient enter information once and have it autocomplete throughout your medical form online. Automatically populate PHI directly into additional fields and medical consent forms. -
13
BlockForms
BlockForms
A workflow application designed to reduce repetition of paperwork within the insurance industry, resulting in a faster sales cycle, fewer errors and happy clients. Combine provider forms into one document requesting the information from your customer once. Client information is gathered and mapped to every selected provider form. Dot the i’s and cross the t’s before sending each completed form to your client for their signature. Deliver fully executed documents to insurance providers directly from the BlockForms application. Advance your business with a comprehensive and intuitive data collection process. BlockForms automatically completes common fields across multiple carrier forms (including those fields that ask the same question differently) saving you time and preventing errors. Give your team the gift of time this sales cycle by deploying a faster and simpler work method. -
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Viasoft
Viasoft
The Viasoft PublicForms™ solution replaces your PDF's and physical paper forms with a more efficient way to accept, process and access completed forms. Enable your clients to complete, sign and submit forms online, anytime, anywhere. Applicants enter their information, sign the document and submit payment, while PublicForms™ auto-checks, sorts and smart-routes the form to its destination for easy access. Viasoft PublicForms™ allows you to put all of your forms online and made available for easy public access. PublicForms™ gives you a more modern and efficient way to accept, process and access your forms. Applicants enter their information, sign the document and submit payment, while PublicForms™ auto-checks, sorts and smart-routes the form to its destination for easy access. Submitted forms are sorted and routed to your desired destination using simple rules or conditional logic.Starting Price: $15 per month -
15
Dynamic Forms
NextGen Web Solutions
Dynamic Forms provides a simple way for non-technical users to take any paper-based form and quickly build a sophisticated interactive, electronic form that can be published to your SIS portal or outside website. This secure, state of the art e-sign/workflow solution allows you to focus your energies on your students and not on manually moving documents. We have processed over 21 million higher education electronic forms over the past 12 years for all types and sizes of colleges. Our libraries of forms and integration experience allow our clients to realize cost savings and efficiencies quickly. Users are not limited by business hours to accomplish completing required forms—even forms requiring multiple electronic signatures in complex workflows and/or including payments. Non-technical users can customize, design and publish professional-looking forms without the need for programming knowledge. -
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eimmigration by Cerenade
Cerenade
eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 17,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.Starting Price: $55 per user per month -
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AMOS by ASP.MD
ASP.MD Inc
AMOS by ASP.MD is a medical office system that combines an ONC-certified, HIPAA-compliant browser EHR with practice management, billing, AI, document management, and patient engagement tools. The platform supports clinical workflows through charting, mobile access, data sharing across locations, data visualizations, ePrescribing, diagnostics, telemedicine, population health, reporting, and remote patient monitoring. AMOS includes integrated AI capabilities such as a knowledge base, patient analyzer, visit summarizer, note polisher, patient interviewer, coding assistance, and batch or real-time transcription. Its patient portal allows patients to book appointments, register, complete questionnaires, view and download charts, communicate with providers, and pay bills. Practice management features include dashboards, scheduling, eligibility checks, payment processing, electronic billing, referral verification, claim status, and automated payment posting.Starting Price: $100 -
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Practis Forms
Practis
Practis Forms is a HIPAA compliant form builder that allows you to collect patient and other sensitive information anytime, anywhere, from any device. By allowing patients to securely fill out their secure medical or dental forms online, your office will reduce manual entry, eliminate paper and increase efficiency. Whether you're trying to improve your patient intake process for your medical or dental practice, looking generate patient leads or needing to streamline hiring, our simple-to-use secure online form and quiz builder tool has the flexibility and capability to meet your changing needs. When you sign up with Practis Forms, a Business Associate Agreement (BAA) is automatically generated between Practis and the covered entity. Practis Forms safeguards your submission data with 256 bit SSL encryption and storing it in an encrypted format in a separate database server. Our servers are managed 24x7, in a state-of-the-art facility that is located in the U.S.Starting Price: $25 per month -
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DocVilla
PS3G
DocVilla is a comprehensive, multi-specialty, mobile-friendly, HIPAA-compliant cloud-based health technology platform that integrates EHR/EMR, telehealth, e-prescribing, patient engagement, medical billing, analytics and reporting, direct primary care, inventory management, remote patient monitoring, and more into a unified, configurable suite. Providers simply sign in to access a customizable electronic medical records system with secure messaging, video visits, controlled-substance e-Rx, and a free patient portal for scheduling, payment, and secure communications. The platform streamlines workflows by automating eligibility checks, claim submissions, charge posting, insurance eligibility and claim filing, ERAs/EOBs, medical dictation and speech-to-text, patient consent forms, lab integrations, electronic fax, and automatic appointment reminders.Starting Price: $100 per month -
20
IntakeQ
IntakeQ
Remove the paperwork from your intake with IntakeQ, a web-based online intake form management software for health professionals. HIPAA compliant, IntakeQ lets health professionals share online case forms with their patients privately; thus, improving client onboarding. The platform also comes with e-signature support, questionnaire analytics, client notes and profile, automated appointment reminders, and a secure messaging portal.Starting Price: $49.90/month -
21
Xpertdoc
Xpertdoc Technologies Inc.
Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems. -
22
SynziMD
Synzi
Go Beyond Traditional Telehealth for a Better Standard of Care. SynziMD is a HIPAA-compliant telehealth solution that helps you easily and safely connect with patients and colleagues. Engage patients with video-based virtual visits and messaging about adherence, nutrition and more. Manage patients’ conditions and monitor their progress between in-person and virtual visits. Enhance your quality of life with the ability to deliver care from the setting of your choice. SynziMD is a virtual care platform that enables providers to use video, secure messaging, text, and email with patients and colleagues. Enable your providers and patients to connect using HIPAA-compliant video for scheduled and on-demand check-in’s. Secure ePHI , safely share wound photos and other patient info, and enhance workflows in an encrypted, HIPAA-compliant environment. Create, schedule, and send condition-specific texts / emails throughout the episode of care.Starting Price: $20 per user per month -
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Canyou
Canyou
Canyou is an Australian small business process automation platform designed to streamline and communicate workflows. It enables businesses to collect and coordinate documents, forms, licenses, and certificates for their teams, all stored in one spot and synced with existing applications. Key features include government and custom forms, document collection, e-signature, identity verification, license and certification monitoring, and data synchronization. Canyou integrates with systems like Xero, MYOB, and Deputy, allowing businesses to continue using their existing payroll and time systems. The platform automates the collection and synchronization of business information, digitizes paper processes, and monitors compliance documents, minimizing risks associated with business compliance. It offers smart templates for common processes such as employee onboarding, client and customer onboarding, client identity verification, supplier onboarding, team training, and more.Starting Price: $30 per month -
24
Docupilot
Flackon
Create documents on Docupilot using intelligent templates and data. Send the created documents as an email or to your favorite applications like Zapier, Dropbox or Docusign. Creating new documents manually by changing your client's details such as client's name and address can be very unrewarding. With Docupilot, you can use the existing document and change the client details to \{{client_name}} and \{{client_address}} to create a personalized document for every client. Protect your documents with a password for client confidentiality. Now that your document creation is automated, you no longer have to worry about accidentally using the wrong client name. Automate tedious document creation. Save an hour per document and use that time to work on your business growth. Simplify your business's most complex document workflow's so that you don't have to repeat data entry. You can also automatically integrate data from your CRM, HR, Forms, and Online databases.Starting Price: $29 per month -
25
ePACT Network
ePACT Network
ePACT provides recreation organizations with an easy-to-use system to collect and manage critical participant information, minimize risk and liability with HIPAA compliance, and control authorized user access. Families use their Private Personal Emergency Record™ to securely store data online and share this with their connected organizations, saving time over paper forms and ensuring medical and emergency information is always up-to-date. ePACT has the same standards as online banks, using the highest level of encryption to protect family data, while also providing staff with a secure Mobile App to access records on the go, even without an internet connection.Starting Price: $3.00/year/user -
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SteadyMD
SteadyMD
SteadyMD is a telehealth infrastructure and clinical care platform that powers high-quality virtual healthcare experiences for patients and healthcare organizations across all 50 U.S. states by providing an on-demand, technology-enabled clinician workforce, clinical operations, legal/regulatory support, and secure telehealth technology. It offers a broad spectrum of care services, including primary care, urgent care, chronic and condition-specific care, therapy, lab order review, prescription approval, and personalized treatment plans delivered via video, phone, or asynchronous messaging, enabling seamless patient interactions without in-person visits. SteadyMD includes tools such as Telehealth APIs, a white-label telehealth platform, and the SteadyMD Digital Clinic that integrate with partners’ systems, support intake forms and scheduling, and route consults to clinicians licensed in the patient’s state while maintaining HIPAA-compliant security. -
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Kintivo Forms
Kintivo
Kintivo Forms Anywhere for SharePoint (including Office 365) allows you to easily design SharePoint forms without code, including a responsive look & feel, branding, and custom actions. Build sophisticated mobile-friendly SharePoint forms for SharePoint and SharePoint Online (Office 365) using a browser-based form builder that supports your own design for any device and screen size. Form preview mode allows you to be sure your forms are exactly the way you want them prior to publishing. Publish your forms anywhere, and save data to SharePoint or Office 365. Secure forms using SSL and Google ReCaptcha anti-spambot technology. Choose a professional theme or your own rich HTML. Put your forms virtually anywhere using embed code (similar to YouTube). The form itself may be placed on any web page, ANYWHERE. This includes SharePoint, SharePoint Online, or on any website, CMS, or eCommerce site. You can even attach the form to an email and the form will still post to your SharePoint list!Starting Price: $498 per year -
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GoFormz
GoFormz
Teams of every size and industry use GoFormz to create digital forms and collect data. GoFormz is the only forms solution that empowers users to create a digital version of an existing document or build a form from scratch. And using GoFormz’s AI Form Builder, you can digitize a form in seconds! Simply upload a form, and with just a click, AI will instantly map data fields to your form, including text, tables, images, eSignatures, and more. Your form can even be customized with conditional logic, calculations, and required fields. Fill out your forms on mobile devices in the GoFormz app (even offline) and online from a computer. Easily share forms with people outside of your organization, allowing them to complete forms without a GoFormz login. Use GoFormz to automate workflows, like routing forms and data to colleagues, dashboards, and connected systems, like Salesforce, Procore, Autodesk, Microsoft, and Google Workspace. Try a 14-day free trial of GoFormz or requestStarting Price: Free -
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TextPlan
TextPlan
Whether you call it document generation, document automation, document assembly, or document creation, we specialize in it! With TextPlan you can exploit your valuable document templates online, in your own website. Since it works online in your website, the data entry for your templates can be done by clients or prospects themselves. TextPlan is ideal to generate any type of document swift and error-free. TextPlan is often used for legal document generation and complicated document assembly. To create easy-to-use forms that are 'fool proof' TextPlan offers a powerful form configurator so you can optimize the automation and validation of the data entry. TextPlan offers various integration options for a smooth link to your processes and business model. You are always in control of how and when clients can use your templates or access the generated documents.Starting Price: $16 per user per month -
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IndyForms
IndyForms
IndyForms is a user-friendly digital form and document management system designed to automate administrative tasks and eliminate paperwork, enabling businesses to operate efficiently and compliantly with ease. With an AI-powered designer, no-code builder, and template library, users can easily create and share forms – from contracts, registrations and more – to capture, manage, and analyse data. Forms can feature interactive elements like videos, incorporate legally binding e-signatures, and even collect payment, while conditional logic simplifies submissions. Collaborate with your team and external stakeholders in real time. Assign action items on forms to ensure obligations are met. Documents are securely stored and easily accessible in one unified platform, version-controlled with updates made in real time. Automated workflows handle approvals, recurring obligations, due dates, reminders and more, while users can track progress and overdue items at a glance.Starting Price: $10/Admin Licence/Month -
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Interlace Health
Interlace Health
Interlace Health has reduced overhead costs by millions of dollars annually for 1100+ healthcare organizations nationwide – simply by changing their processes. Healthcare organizations gain all the efficiencies and overhead reduction of Interlace Health, without the expense or disruption of transitioning to a different EHR or adopting new software. Interlace Health is designed for seamless integration and customization with existing systems. Patients can complete forms, provide insurance information, and pay their co-pays from home, on their own device, before they arrive. Or, do so in a fraction of the time on site. What was once overly time-consuming and frustrating for patients and staff, is now easy and efficient for everyone. Staff no longer needs to ask for payment, and patients never have to be surprised at what they owe. Our Patient Intake Solution asks for co-pays and balances owed, so patients can pay before they arrive. -
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WorkMax FORMS
AboutTime Technologies Forms
Streamline collecting and sharing form data across the entire workforce with WorkMax FORMS, a mobile forms solution. WorkMax FORMS enables users to capture rich mobile form information such as calculations, table data, audio notes, digital signatures, and more. WorkMax FORMS also includes a widget library and a form builder that allows users to create custom electronic forms without coding.Starting Price: $15.00/month/user -
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Formsite
Formsite
Easily create professional online forms, surveys and workflows! Use our drag & drop form builder to easily create your own online form or survey. Choose from over 100 customizable templates and 40 question types to create registrations, customer surveys, order forms, lead forms and more. Share a secure link to your form or embed it into a page on your site. Your forms are automatically responsive for all device types: desktops, tablets, and phones. We handle hosting your form and processing your results. Receive your results in real-time with email notifications. Export your results or integrate them with third party services and payment processors. Securely share stylish reports featuring tables and charts. Completely customizable using our Look & Feel tools. Start with several pre-made themes, and further customize your forms to match your own branding. A form tailored for you.Starting Price: $14.95/month -
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Hypnotes
Hypnotes
Hypnotes is a web-based practice management and electronic health record solution built for therapists, hypnotherapists, counselors, wellness providers, and related health professionals that centralizes core professional workflows into one secure platform. It offers appointment scheduling with real-time calendar availability and automated reminders to reduce no-shows, secure client records and HIPAA-compliant data storage with customizable templates for clinical notes, intake forms, and treatment plans, and billing and payment processing, including invoicing and tracking. It includes built-in telehealth video conferencing, a client portal, and automation tools to streamline administrative tasks like reminders, follow-ups, and secure document signing. Hypnotes also supports handwritten-to-digital text conversion and AI-assisted note generation, making documentation faster and reducing manual entry.Starting Price: $22 per month -
35
Josef
Josef
Documents are at the heart of what we do as legal professionals. With Josef, you can easily automate the production of any legal document. Just upload your templates, apply the logic, and share the bot with colleagues or clients. Stop wasting time producing the same documents and contracts over and over. Keep information and documents organized and available in a central location. Standardise low-risk documents and reduce input errors. Reduce turnaround times by allowing your clients to self-serve. Build one bot that can generate multiple legal documents from one interaction. Upload your template documents easily, keeping the original format and styling. -
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Omnipractice
Omnipractice
Omnipractice is an AI-powered, cloud-based electronic health record and practice management platform designed to streamline clinical and administrative workflows for healthcare providers, especially in behavioral health, addiction treatment, and multi-specialty clinics. It unifies essential practice functions, such as intake and CRM lead tracking, scheduling and calendar management, secure client and therapist portals, billing and insurance workflows, e-prescribing, and analytics dashboards, into a single HIPAA-compliant system so teams can reduce manual work and improve operational efficiency. Omnipractice’s AI-driven tools include an advanced AI scribe and notes workflow that automatically transcribes sessions, generates progress notes and treatment plans based on templates, and lets clinicians review and edit outputs; custom AI Studio workflows; automatic form autofill; group notes support; and automation of insurance verification, claims, and eligibility checks.Starting Price: $29 per month -
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FORMTOOL
FORMTOOL
When it comes to creating and using electronic forms, the choice is clear, Formtool is the most complete electronic forms solution. If you collect customer data, employee data, report activity, or share information, Formtool gives you all the information management tools you need. With extensive database support, new reporting options, and Internet/Email functionality, Formtool offers you complete control of your business forms and data. Whether you design a form from scratch, or use one of over 800 included templates, you can be creating forms in no time. With drag-and-drop technology, FORMTOOL is without a doubt the easiest way to create a professional-looking form. It’s difficult to match Formtool’s design, editing, routing, and filling capabilities. And nothing beats the power and enhanced compatibility of Formtool’s relational database.Starting Price: $29.99 one-time payment -
38
iPEGS
iPEGS
iPEGS helps individuals, businesses, and organisations to Go Paperless via electronic forms and app forms. Customers, Clients, and Employees can easily access, complete, and submit forms on any device. If you don't have an Internet Connection there is no problem - forms can be completed remotely or face-to-face since the iPEGS Form Apps work offline. No more bad handwriting, no more missing information, and no more delays. iPEGS helps reduce paper usage, improve efficiency, and save time. Go paperless today with iPEGS! iPEGS Remote has been designed to be very flexible – send forms electronically to be completed remotely on any device. Send forms via email, SMS, Whatsapp, Messenger and add forms to your website, social media or complete forms face-to-face.iPEGS Direct has been designed for Offline Use and is a Tablet Only App product. It is ideal for workers out in the field with limited connectivity or for use with forms that need to be edited on an ongoing basis.Starting Price: £12.00 per month -
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PDF forms for SharePoint
PDF Share Forms
Get all the PDF benefits, fixed layout, easy to print, smart archival, compliance, accessibility, attachments, business stages, workflow actions, digital signatures, notifications, and many more. With PDF Share Forms solutions complex SharePoint forms became more user friendly. Automatic form field data extraction and synchronization with SharePoint columns is enhanced with the ability to use different external data sources. Use SharePoint lists or external databases as a source for cascading drop-down lists. The only PDF form product family that empowers non-developers without compromising on the necessity for complex and compliant SharePoint forms. It takes less than two minutes to integrate forms like W9, I9 (Employment Verification Form) and start filling those in. Works on mobile devices. Online and offline. Deploy and sync PDF forms to SharePoint on your own server or run it cloud basedStarting Price: $995 per year -
40
Intellistack
Intellistack
Intellistack Streamline is a secure, AI-native, no-code workflow automation platform designed to help organizations eliminate manual processes, connect siloed systems, and streamline operations. The platform enables businesses to replace disconnected tools and inefficient workflows with a centralized solution built around data safety and compliance. Intellistack Streamline allows teams to automate workflows, create digital forms, generate documents, manage contracts, and collect eSignatures without coding expertise. It integrates with systems such as EHRs, CRMs, databases, SharePoint, Salesforce, Epic, Cerner, Slack, Snowflake, and SQL databases to create seamless data-driven processes. The platform is designed for organizations that handle sensitive information and require strong security, governance, and compliance controls. Intellistack Streamline helps businesses reduce costs, improve efficiency, consolidate vendors, and reclaim time spent on repetitive administrative tasks. -
41
Form Fighter
Form Fighter
Form Fighter is an AI-powered tool that automates form-filling by using your provided documents and previous responses. Simply upload your forms, Excel, Word, or PDF, and let our AI handle the repetitive work, generating accurate, tailored responses every time. Form Fighter extracts all the needed fields directly, eliminating manual setup and saving you valuable time. Using documents you provide and a library of approved answers, Form Fighter pulls the right context to generate the best responses. Form Fighter uses AI to smartly complete your form, providing accurate, consistent answers without the repetitive effort. Quickly edit and approve the generated responses. Get input from your team if needed, all in one streamlined step. Get your form, fully completed, in the original format, ready for immediate use, no fuss. Form Fighter works across industries and sectors, tackling the burden of repeated form-filling wherever it's needed.Starting Price: $15 per month -
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Web Forms by NetHunt
Web Forms by NetHunt
Web Forms by NetHunt CRM captures inbound leads automatically, with users able to analyse results in just a few clicks. With no registration required, you can build and share beautiful, free web forms in an intuitive builder. Share via link, embed, or have it pop up; red, blue, dark or light - you choose! Web Forms by NetHunt CRM provides an intuitive form-building experience and a friction-free form rollout process. The beauty lies in the simplicity of Web Forms by NetHunt CRM: - No registration required. Your web form submissions are stored within the web form builder and accessed by following your own unique link. - No coding required. Web Forms by NetHunt CRM is ready-to-go, out of the box. - Forms look fantastic. The visually appealing interface, library of free templates, fresh design, and customizable aspects increase form completion and submission rates. - Multiple sharing options. Share with a direct link, embed it into your website, or have it pop up.Starting Price: Free -
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HelloWorks
HelloSign
Ditch the PDF with mobile-friendly forms. Turn PDFs into Mobile Friendly Forms and triple your completion rates. HelloWorks is an eSignature solution designed for mobile. Transform clunky PDFs into a simple, guided experience - no pinching, no zooming, no headache. Easily download bulk form data in a CSV or use our API to directly import it into your system of choice for storage and analysis. Our eSignatures are SOCII and GDPR compliant, and come with court-admissible audit trails. Our eSignatures are reimagined for the world of mobile, providing signers with an intuitive, mobile-friendly process to fill out and sign documents. Combine tools like conditional logic, data validation and form mapping to streamline the form-filling process while minimizing duplicate or incorrect data entry. Complete with pre-built and custom templates, a no-code builder, interactive previews and team sharing so you can spend more time sending and less time building.Starting Price: $299 per month -
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FormDocs
FormDocs
Stop filling-in paper forms! Use FormDocs Digital Forms Software instead and you'll save money, save time, and work with your forms more efficiently than you ever thought possible! FormDocs replaces your old paper forms with pixel-perfect digital form documents that appear exactly as their paper counterparts do, so that there is no difference between the forms you see on-screen and the forms you print out. Filled-in forms are securely stored in a simple-to-use, zero-administration database where you can find any form out of thousands in just seconds. Forms can be printed, e-mailed, exported, and shared on a network. Automatically populate forms with data from your databases and spreadsheets, or create custom solutions with built-in VBA scripting. Best of all, FormDocs is simple to use and requires zero administration.Starting Price: $149.95 one-time payment -
45
TheFormTool
TheFormTool
Studies show that document error rates can reach devastating levels ranging up to 60% or more. Document assembly can reduce that to zero. You and your colleagues are the best talents your have. Use and distribute their expertise by creating a library of the very best forms, then use document assembly to allow everyone in the company to use the best of the best. Our customers report saving an average of 71% of the time spent on repetitive documents. An impressive 22% reported saving more than 80% of their time. Customers and clients need and deserve your best work. Spend less time and energy on mundane drudgery and more on creative thinking and expert communications. If documents are part of your work product and how you’re evaluated, make them perfect… and fast. Eliminate the risks of using cut & paste from out-of-date forms. Maintain one perfect form for the entire office.Starting Price: $89.00/one-time -
46
Keragon
Keragon
Keragon is a HIPAA-compliant healthcare integration and automation platform intended to simplify and automate healthcare workflows. The company allows healthcare organizations to connect their disparate systems and automate common tasks, such as appointment scheduling, patient intake and billing, enabling healthcare product teams to improve efficiency, reduce costs and improve patient care. Using Keragon, you can build HIPAA-compliant workflow automation without code and with just a few clicks. Feel Free to Visit our website or send us an email for more details. -
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ancoraDocs
ancora Software
ancoraDocs Enterprise is a next-generation, universal document capture and forms processing system developed by ancora Software. Available both on-premise and in the cloud, it utilizes advanced "Document Understanding" technology to automatically distinguish among thousands of document types and formats. This enables high-speed capture, classification, indexing, recognition, data entry, and validation of virtually any document received by a company. The system is browser-based, facilitating easy cloud deployments, and employs machine learning techniques to eliminate complex setup processes. Additional features include robust security measures, comprehensive reporting tools, barcode recognition, and flexible import options from various sources such as email, fax, FTP, or direct scanning. -
48
DoxFlowy
DoxFlowy
DoxFlowy is an AI-powered, no-code document automation platform designed to streamline the creation of professional and compliant documents across various business functions, including HR, legal, operations, and finance. It enables users to automate document workflows through dynamic templates, intuitive data collection forms, and robust integrations with existing tools. Users can upload existing documents, create new ones from scratch, or utilize a library of templates vetted by legal professionals. The platform automatically generates customizable questionnaires mapped to these templates, facilitating error-free document creation based on user inputs. DoxFlowy supports electronic signatures, providing a simple and intuitive signing process that is legally binding and compliant, complete with a built-in tamper-proof audit trail. The platform integrates with major CRMs, marketing applications, HR tools, and more, allowing for seamless automation of the entire document lifecycle.Starting Price: $499 per month -
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ASC Forms
ASC Networks
ASC Forms is a web-based, forms management or records management solution that provides organizations the ability to securely create and capture flexible levels of information on custom, definable forms or records online -- from the point of submission to secure database management. The dynamic forms and records generator includes smart features such as dropdown selectors, checkbox and radio button options, date controls and add row capabilities. The forms or records can be mapped to existing systems for further input efficiency and cross-business visibility. Dynamic form and record creation (wizard-based with multiple documents and delivery formats). Online form data entry with built-in approval and rules-based workflows. Ability to save drafts of incomplete forms/records and complete/submit later.Starting Price: $25 per user per month -
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123FormBuilder
123FormBuilder
123FormBuilder, a Kiteworks company, builds secure forms for registrations, payments, applications, and surveys. Ensure safe data collection with encryption, HIPAA compliance, and Salesforce integration for streamlined workflows. Founded in 2008 in Timisoara, Romania, the company has established itself as a trusted solution for over 35,000 global customers. Create secure online forms and surveys using our no-code, drag & drop free form builder. 3000+ form templates are available to get you started. Build beautiful forms, collect data securely, and improve your productivity — all with just a few clicks. The platform processes millions of submissions monthly, and 123FormBuilder excels in regulated industries, including healthcare, government, and financial services.Starting Price: $37.00 per user per month