Document imports
Import the forms you already use.
Turn a blank PDF or image into an editable form with AI-assisted import. Review the draft, refine the questions, and save it for your team.
Available for enabled accounts
Explore document importsSecure document intake features for healthcare teams
Replace email attachments with protected links, recipient-friendly uploads, scan-before-delivery, status tracking, and customer-controlled Google Drive routing.
Make the forms yours. Keep the handoff simple.
Bring in your documents, build the packet, and choose the experience families see.
Document packets
Put the whole packet in one link.
Combine saved forms into an ordered, reusable packet. Send intake, consent, and document requests together through one protected link.
Saved forms, in the order you choose
Explore document packetsForm layouts & question types
Choose how the questions unfold.
Choose One question at a time, Single page, or Multiple pages. Explore expanded question types for the answers and documents you need.
Each form keeps its layout inside a packet
Explore layouts & question typesRecipient experience
Give families one protected link to upload documents, with no account to create.
Protected request linksAvailable
Access-code verificationAvailable
No recipient account requiredAvailable
Mobile-friendly document uploadAvailable
Three form display layouts Available
Submission receipt referenceAvailable
Save and continue laterAvailable
Staff workflow
Build reusable packets, request the information you need, and follow submission progress.
Reusable request formsAvailable
Reusable packets from saved forms Available
AI-assisted blank document import Enabled accounts
Explore all question types Available
Required questions and documentsAvailable
ABA and behavioral-health starter templatesAvailable
Recipient signature fieldsAvailable
Request status timelineAvailable
Email remindersAvailable
AI-assisted document import is available for enabled accounts. Import blank PDFs or images, then review and edit the draft before using it.
Google Drive delivery
Deliver clean uploads and a PDF summary to the Drive destination your team controls.
Customer-controlled Drive destinationAvailable
Saved Drive foldersAvailable
Generated PDF summaryAvailable
Raw-answer purge after PDF deliveryAvailable
Folder mapping by request typePlanned
Public-form response index in Google SheetsAvailable
Public-form Sheets indexing requires a connected Workspace account with Sheets access and a configured response sheet. The index contains statuses, counts, and Drive links; it does not export form answers.
Security and compliance
Complete BAA-first setup, then move files through private staging and malware scanning.
BAA-first onboarding gateAvailable
Private encrypted stagingAvailable
Malware scanning before Drive deliveryAvailable
PHI-safe audit eventsAvailable
No long-term records archiveAvailable
SOC 2 reportPlanned
Admin and workspace
Manage workspace roles and give recipients an intake experience with your logo and color.
Customer workspace rolesAvailable
Platform admin organization managementAvailable
Owner-managed website embedsAvailable
Recipient-facing logo and colorAvailable
Custom domainsPlanned
Open API and webhooksPlanned