Collect client information seamlessly by creating customizable forms with 6 question types and sharing it with clients.
Powerful out-of-the box functionality,
ready to go
Provide clients a uniform experience with on-brand design, combined in-product notifications, and consistent email notifications. And with modularity built-in, start with just one App, and add more when the time is right.
View everything Forms-related in a single place. On this page you can understand which forms have pending submissions, share forms with new clients, export data, and more.
Give your team all the tools it needs for forms, data intake, and more
Form notifications to clients are intelligently grouped and only sent when needed.
Automatically assign forms to clients when they sign up or any defined action takes place.
Export forms and form response data in CSV format to use externally.
Create forms with short text, long text, file upload, and multiple choice fields.
"Copilot is the ultimate sidekick for Trulytell - it lets us streamline our client communication, manage projects, and create a special on-brand experience for our clients. "