Formfy is the AI Agreement Engine for SMS-first client onboarding.
Formfy gives counselors and therapists everything needed to create, send, and collect digital intake forms, client background questionnaires, and signed consent forms online. Clients complete and sign from any device before their first session.
Track submission progress, send automated reminders, and arrive to every session with completed intake paperwork already in hand.
Create My Intake Form With AI — FreeTrusted by over 7000 businesses
Mobile-friendly counseling intake forms your clients can complete from any device, anywhere. A modern alternative to paper forms and emailed PDFs.
See Formfy in action
Describe the form you need in plain English. Copilot drafts fields, consent clauses, liability waivers, policy language, and signature blocks in seconds.
Drop in any PDF contract, waiver, scanned form, or Word doc. AI extracts every field and rebuilds it as a live e-signature workflow on any device.
Text a secure link by SMS, email, or share a QR code for on-site check-in. The signer opens it in their browser over HTTPS, signs, and submits — from their phone, tablet, or laptop.
Instant SMS and email notifications the moment a contract, waiver, or consent form is signed. One dashboard tracks every submission, sends reminders, and stores every signed document with a tamper-evident audit trail.
Deliver by SMS, email, or shareable link. Print a QR code on flyers, signage, or follow-up emails. Meet every signer exactly where they are — phone, tablet, or kiosk.
Design your perfect form or agreement with AI, then send it to every new client. Reusable templates, multi-signer workflows including parent / guardian flows, and integrated file collection built in.
Create forms, waivers, and agreements in seconds with AI.
Contracts, consents, releases, and registrations — signed and sent by SMS or email.
Better forms and faster signatures. Less friction at sign-off. Happier teams and clients.
Stop pasting from generic templates. Our AI Copilot drafts liability waivers, consent clauses, service agreements, and release language tailored to your business in seconds.
Text the form link directly to your client’s phone. They open it, read, and sign before they arrive — no clipboards, no PDFs going back and forth by email.
Every signed document captures timestamps, IP addresses, and a certificate of authenticity. Legally-binding e-signatures under the ESIGN Act, UETA, and eIDAS — with a verifiable chain of custody for every record.
Upload your existing PDF contracts and waivers or let AI build new ones. Every submission is stored digitally, searchable instantly, and backed up automatically. Retire the filing cabinet.
Clients arrive with paperwork already completed — not waiting on a printer or scanner. Your team gets started instead of chasing signatures.
Built-in multi-signer flows for parent and legal-guardian authorization, co-signers, and witnesses. Require the proper signatory chain on every agreement — with a full audit trail.
Switching to Formfy transformed how we onboard new therapy clients. They complete their intake and consent forms before the first session, we review everything in advance, and the session itself can focus entirely on the client.
CLARITY COUNSELING GROUP
Angie I., Clinical Director
Before Formfy, getting signed consent and background intake took days of back-and-forth. Now new counseling clients submit everything digitally before day one. It's made our onboarding seamless.
BRIGHT PATH THERAPY
Courtney M., Founder
Describe your counseling practice — for example, 'private therapy practice offering individual and couples counseling' — and Formfy's AI Copilot generates a complete intake form with contact information, presenting concerns, background history, and informed consent language. Review it, customize if needed, and publish — all in under a minute.
A typical counseling intake form includes client contact details, emergency contact information, presenting concerns and session goals, relevant personal and mental health background, medications and treatment history, and an informed consent for services section. Formfy's AI generates all of these fields automatically.
After creating your intake form, send it directly to your client's phone via SMS. They receive a link, open it in any browser, complete the form, and submit — before their first appointment. No app download required. You get notified instantly when they submit.
Yes. Formfy forms are fully mobile-optimized. Clients tap the SMS link, complete the intake form on their phone or tablet, and submit from any device. The process works on any browser — iPhone, Android, or desktop.
No. Formfy is a digital form builder and e-signature platform — not an electronic health record or therapy practice management system. Formfy helps you create, send, and collect digital intake and consent forms. For clinical record-keeping, scheduling, or billing, use a dedicated EHR system. Review your compliance requirements with the appropriate legal or clinical advisor.
Yes. Formfy lets you combine client background questions, presenting concerns, and informed consent for services in a single digital form. Clients complete and sign everything before their first session.
Absolutely. Upload your existing PDF intake form and Formfy converts it into a digital form with signature fields, or let the AI generate one from scratch. Every submission is stored digitally with a full audit trail — no more lost paperwork or illegible handwriting.
Yes. Beyond intake forms, Formfy includes DocuSign-style e-signatures compliant with the ESIGN Act and eIDAS, appointment scheduling with availability management, and payment collection through Stripe and PayPal at time of booking.
Yes! Formfy offers a 15-day free trial with no credit card required. Create your counseling intake form with AI, send it by SMS, collect signed consent forms, and test the full platform before committing. Paid plans start at $19/month.
Start your free trial today and create your first counseling intake form in minutes.
Start a Free TrialFormfy gives counselors and therapists everything needed to send and receive intake forms, background questionnaires, and consent forms online — including therapy intake forms and mental health intake forms. We help practices that:
