Forms that collect information properly
Intake paperwork arrives as a PDF someone printed, filled in by hand, photographed badly and emailed. Then somebody types it in.
Build forms with multi-step wizards, questions that appear based on earlier answers, and validation that catches mistakes before submission. Publish them as a link or QR code, embed them, email them, or complete them on the phone. They capture consent with evidence and produce a PDF. Need a change later? Describe it in plain English, see exactly what would change, and approve it.
Information arrives structured and legible, and a submitted form can create the client, staff member or contact directly.
Get your existing paperwork signed
Some documents will never be rebuilt as web forms: the funder's own form, an employment contract, a consent pack, an agreement your lawyer wrote. Today that means print, sign, scan, chase.
Upload the PDF as it is. We show the real pages and suggest where the signature, text and date fields belong. Then send it like any other form. The signer sees the actual document and signs by typing, drawing or uploading, and the finished file carries a record of who signed, when and from where.
The paperwork you already have becomes signable in minutes, and the signed copy lands on the right record instead of in an inbox.
Draft the paperwork in the first place
The service agreement, the client handbook, the policy you know you need. Writing one is a day you don't have, so you either work without it or pay someone.
Describe what you need in plain English. We ask a couple of questions, then produce a finished PDF on your letterhead with your logo and colours, laid out with proper headings, clauses, fill-in fields and a signature page. Signature boxes come pre-placed, so it's ready to send straight away.
The document you've been avoiding for six months exists this afternoon, on your letterhead, ready to sign.
Procedures people actually follow
The right way to do the work is in an induction pack nobody has read since their first week, so new staff learn by asking and the answer varies.
Build your procedures as step-by-step workflows staff work through in order. Steps can include forms to complete, materials to record as used, and automatic actions like sending an email or SMS. Group them into your own categories. Where a shift requires a form or procedure, the worker can't clock off until it's done and is shown exactly what's outstanding. Workflows don't only start by hand: order a particular product from your storefront and the workflow that fulfils it starts by itself, attached to that order.
The good version of the process is the one that happens, including for the person you hired last week.
A library everyone can reach
Policies, price lists and induction material live in an email attachment or a drive nobody outside the office can open.
Publish documents to all staff, to all clients, or to just the clients on a particular plan. Sensitive documents can sit behind a PIN, and administrators can see who opened what and when.
One place for the current version of anything, reachable by the people who need it.
