Search results for Fluent Forms

Fluent Forms is the fastest lightweight form builder plugin for WordPress. It is powered by 45+ integrations, easy to understand features with drag and drop contact form builder. It has extensible custom options simplifying the lead generation process to meet your every need. Fluent Forms have advanced features that can help you create amazing forms. Notable features are: 50+ Input Fields Pre-built form templates Conversational forms with Google Maps address field Multi-step forms Conditional logic 45+ native integrations Numeric calculation Payment feature Personality Quiz and survey Spam protection

AI-powered form builder with voice fill. Create forms in seconds and complete them by speaking naturally.

eimmigration is the most comprehensive all-in-one immigration law software, case management software, and practice management software for modern legal professionals and firms of all sizes in the immigration space. The software is cloud-based, maintains a fast intuitive UI, comes with a responsive and knowledgeable support team, and offers the most functionality in the industry, including: Immigration-specific Case Management, CRM + Client Management, Robust Forms Management with Cerenade’s proprietary e-Forms engine, e-Filing (for the most forms in the industry, including all USCIS forms), Workflow Automation, Document Assembly, Client Intake and Questionnaires, Billing, Reporting, Smart Alerts, USCIS & Visa Bulletin Priority Date Tracking, e-Signatures, Instant CBP Data Import, AI-powered productivity features such as Document Summarization and PDF Extraction, and much more. Cerenade also offers modules for practice areas other than immigration. Schedule a demo to see why for two decades, eimmigration has proudly been the go-to productivity boosting solution for more immigration legal practices than any alternative solution.

Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com.

Ensora Mental Health (formerly TheraNest) software allows you to manage and grow your practice with comprehensive therapy notes, storage for your files and documents, a client portal for intake forms and appointments, secure access, and billing.

Autodesk 3ds Max Design is a professional 3D modeling, rendering, and animation software tailored for architects, designers, and visualization specialists. It enables users to create detailed and realistic visualizations of architectural designs, engineering projects, and other complex structures, facilitating effective communication of design intent and exploration of creative concepts. Key Features and Functionality: - Advanced 3D Modeling: Offers an extensive polygon modeling and texturing toolset, including the Graphite toolset for free-form sculpting and advanced polygonal modeling, allowing for the creation of unique forms and detailed designs. - High-Quality Rendering: Equipped with multiple rendering options, including the integrated Arnold renderer, enabling the production of photorealistic images and animations. - Lighting Simulation and Analysis: Features Exposure technology for simulating and analyzing sun, sky, and artificial lighting, assisting in achieving accurate lighting conditions and supporting LEED 8.1 certification. - Interoperability: Provides optimized workflows for aggregating data from various CAD and Building Information Modeling (BIM) file formats, ensuring efficient data continuity throughout the design process. - Animation Tools: Includes advanced animation support with tools like rigging, keyframing, and procedural animation, helping bring designs to life with natural movement. Primary Value and User Solutions: 3ds Max Design addresses the need for high-quality visual communication in design professions. By offering powerful modeling and rendering tools, it enables users to create compelling visualizations that effectively convey design concepts to clients and stakeholders. The software's interoperability with other Autodesk products and support for various file formats streamline workflows, reducing time and effort in the design process. Additionally, its lighting simulation capabilities allow for accurate analysis of environmental lighting conditions, aiding in sustainable design practices and compliance with certification standards.

Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.

Jotform Sign is a powerful e-signature platform that combines digital signatures with built-in automation to streamline document workflows. Easily create, share, and collect legally binding e-signatures on any device — without writing a single line of code. Upload an existing PDF, choose from 800+ professionally designed templates, or build a custom document from scratch using Jotform’s intuitive drag-and-drop document builder. Designed for maximum flexibility, Jotform Sign is ideal for waivers, consent forms, lease agreements, sales contracts, onboarding documents, and any workflow that requires secure signatures. Customize every part of your document to match your brand by uploading your logo, selecting fonts and colors, and adjusting layout elements. You can also add multiple signers, define a step-by-step automated signing order, set access permissions, and personalize your email notifications. These automation tools help reduce manual tasks, prevent bottlenecks, and accelerate approval cycles. Jotform Sign works seamlessly across devices, so recipients can review and sign documents from their phone, tablet, or laptop with a smooth, user-friendly experience. Each document includes a detailed audit trail, ensuring compliance, transparency, and trustworthy record-keeping. Whether you’re handling waivers, agreements, contracts, consent forms, or internal approvals, Jotform Sign automates repetitive tasks and eliminates the slow, outdated steps of paper-based processes. All signed documents are securely stored and can be easily exported, organized, shared, or integrated with your existing workflows. By combining digital signatures with automation, Jotform Sign helps businesses reduce turnaround times, improve accuracy, and enhance the signing experience for clients, employees, and partners. Say goodbye to scanning, printing, and manual follow-ups — and manage your entire signature workflow online with a fast, modern, and reliable e-signature platform.

UpKeep is a mobile and desktop applications that helps streamline the work flow process so the team knows exactly what to do and when - resulting in reduced cost and increased uptime for your assets.

Process Street is a Compliance Operations Platform that helps teams turn policies into automated, audit-ready workflows. It combines three essential layers: a document management system for controlling SOPs and policies, a no code workflow engine for structured task execution, and an embedded AI agent that monitors activity in real time, flags risks, and enforces compliance. Built for operations and compliance leaders, the platform replaces manual oversight with visibility, control, and proof. Teams at Salesforce, Colliers, and Drift use Process Street to run critical processes with confidence.

PreciseFP is a client engagement and data-gathering platform designed to streamline the workflows of financial advisors. By automating data collection and eliminating manual entry, it enhances operational efficiency, allowing advisors to focus more on client relationships and financial strategies. The platform offers tools for risk tolerance assessments, workflow automation, KYC compliance, and seamless client data transfers. It integrates with leading CRMs like Redtail, Wealthbox, and Salesforce, as well as financial planning software such as eMoney, MoneyGuidePro, and Asset-Map. This comprehensive suite enables firms to evaluate prospective clients swiftly, onboard new clients smoothly, engage existing clients regularly, and maintain up-to-date customer profiles across all tools effortlessly. Key Features and Functionality: - Digital Fact Finders: Customizable, guided data-gathering forms that simplify the collection of client information. - Automated Workflows: Streamline client journeys and reduce administrative tasks through automation. - Prospect Management: Utilize ready-to-use, customizable contact forms, lead magnets, surveys, and quizzes to manage prospects effectively. - Template Library: Access an extensive library of customizable client engagement templates to enhance interactions. - Integrations: Seamlessly connect with over 30 leading CRMs and financial planning tools, ensuring data consistency across platforms. Primary Value and Solutions Provided: PreciseFP addresses the inefficiencies associated with manual data entry in financial advisory practices. By digitizing the client engagement process, it allows advisors to allocate more time to client meetings, financial planning, and business growth. The platform's automation capabilities reduce administrative burdens, while its integrations ensure that client data is consistently updated across all tools. This leads to improved client experiences, enhanced compliance, and increased operational efficiency for financial advisory firms.

With more than 190,000 happy clients, Mouseflow is the behavior analytics platform of choice for digital marketers, Product & UX professionals on startups and enterprises across the world. Mouseflow lets you record all your website visits, not a fraction of them. It also allows you to instantly-build 6 types of heatmaps on all your pages, analyze funnels, forms, launch feedback campaigns and much more.

Clio Grow is a cloud-based client intake and legal client relationship management (CRM) software designed to transform how law firms attract, retain, and manage prospective clients. By automating and streamlining the client intake process, Clio Grow enables legal professionals to deliver personalized and efficient client experiences, reducing administrative overhead and enhancing firm productivity. Key Features and Functionality: - Client Relationship Management (CRM): Organize and track potential clients using customizable tags within a centralized Lead Inbox and Matter Pipeline, ensuring no opportunity is overlooked. - Online Intake Forms: Create and share custom intake forms accessible from any device, syncing them directly to matters to eliminate manual errors and redundant data entry. - E-signatures and Document Automation: Generate, review, and send custom, password-protected documents, forms, and agreements for secure online signing, expediting the documentation process. - Workflow and Email Automation: Develop step-by-step templates and automate client intake workflows to ensure consistent communication and prevent missed billable opportunities. - Reporting and Data Insights: Customize in-depth reports from an intuitive dashboard to identify revenue drivers and boost productivity through data-driven decisions. Primary Value and Solutions Provided: Clio Grow addresses the critical challenge law firms face in managing the entire client journey—from initial contact to case closure. By automating client intake and relationship management processes, it reduces administrative tasks, minimizes errors, and enhances client engagement. This leads to increased efficiency, higher client satisfaction, and improved profitability for law firms. Additionally, when integrated with Clio Manage, Clio's practice management software, firms benefit from a comprehensive end-to-end solution that synchronizes client data across the entire lifecycle, providing seamless management and insightful reporting capabilities.

FormDr gives your business everything needed to easily send and receive HIPAA-compliant forms online. Send clients your forms to fill out on their phone, tablet, or computer. Clients securely sign and submit completed forms directly to your account. Track your clients progress, send automated reminders, and receive completed forms online, before the appointment.

Omnisend is an email & SMS marketing platform with a suite of features made specifically to help ecommerce stores grow their audience and sales faster. One-click integration with major ecommerce platforms, pre-made automation & email templates, and award-winning 24/7/365 live customer support make it easy for online merchants of any size to sell more — all without the exaggerated cost. Join more than 115,000 ecommerce brands that use Omnisend to grow their businesses on autopilot, converting their customers with quick-to-build, highly relevant emails & texts. Send newsletters and targeted email campaigns Create beautiful, shoppable emails in minutes using our drag-and-drop email builder and 350+ ready-made email templates. Add coupon codes, automatically pick & insert products, and automatically resend campaigns to non-openers – all without any tedious manual work! Drive sales on autopilot with ecommerce-focused automations Win (back) lost sales with pre-built workflows for cart abandonment, welcome series, transactional emails, and more. Get pre-built, revenue-generating automations running in minutes, or easily build your custom workflows using our no-code, drag-and-drop Automations Editor. Improve your targeting with smart segmentation Segment your customers based on their shopping behavior as well as other properties to improve conversions with well-targeted, personalized emails and texts. Create segments for high-value customers, for specific category/product shoppers, or those that need to be re-engaged and personalize your messaging. Combine email with SMS and more channels Add SMS push notifications, and product reviews right next to your emails using Omnisend’s all-in-one platform to provide a consistent, omnichannel customer experience. Save time and costs – there’s no need to pay for separate email, SMS, product reviews, and push apps anymore! Grow your email & SMS lists Collect new subscribers using our mobile-friendly, fully customizable forms. Choose from popups, signup boxes, landing pages, or a Wheel of Fortune to seamlessly collect email and/or SMS opt-ins. Capture your visitors with exit-intent forms and improve popup engagement using form targeting options, all available within Omnisend. Collect & highlight customer feedback with Product Reviews With Omnisend, your customers' reviews can live right where they can do the most good – alongside your own words in emails, texts, and popups, adding a perspective that only your customers can provide. Award-winning 24/7 support We give you stellar support and helpful advice anytime you need it, and we answer in under 4 minutes on average. We’re available 24/7/365. Start using Omnisend for free today. Omnisend invites Freelancers and Agencies to join the Omnisend partner program. This program is created to help Freelancers and Agencies accelerate their growth, win more clients and receive industry leading revenue share for referred and managed accounts. Check the link and join the program: https://www.omnisend.com/partners/

PaperTrail is a comprehensive electronic document management system (EDMS) designed to streamline business processes by automating document storage, retrieval, and workflow management. It offers a secure, centralized repository accessible from anywhere, enabling efficient organization and sharing of electronic and scanned documents among employees and clients. With flexible folder structures and collaboration features, PaperTrail enhances productivity and ensures compliance with regulatory standards. Key Features and Functionality: - Storage and Retrieval: Securely store all electronic and scanned documents in an easily accessible repository, facilitating quick organization and sharing. - Routing and Workflow: Automate document routing and establish rule-based workflows to expedite processing and ensure documents reach the appropriate personnel efficiently. - Group Email Management: Import emails from servers like Microsoft Exchange and distribute them among team members, streamlining email processing and tracking all correspondence within the system. - eForms: Automate data collection and approval processes with customizable electronic forms, supporting electronic and biometric signatures, automated calculations, and validations to reduce paperwork and accelerate approval cycles. - Bulk Capture and OCR: Automate bulk and online data capture with optical character recognition (OCR), enabling accurate form and barcode recognition and creating fully text-searchable scanned PDF images. - Records Management: Maintain electronic records in compliance with government and corporate regulations, managing retention periods, disposal instructions, and ensuring adherence to standards. - Electronic Signatures: Implement various electronic signature types, including ordinary, digital, biometric, and advanced electronic signatures, to sign and seal key documents securely. - Cloud or On-Premise Deployment: Choose between cloud-based or on-premise deployment options to meet specific availability and operational requirements. Primary Value and Solutions Provided: PaperTrail addresses the challenges of managing large volumes of documents by providing a centralized, secure platform that enhances efficiency, ensures compliance, and reduces reliance on paper-based processes. By automating workflows, facilitating seamless collaboration, and offering robust security features, PaperTrail enables organizations to focus on core business activities while maintaining control over their document management needs.

The only professional tax software with built-in tax advisory insights for your clients. ProConnect is more than just taxes-way more. It's powerful software that will streamline and automate your pro-tax workflow. It will also elevate your productivity and efficiency with over 21,000 critical diagnostics, more than 5,700 forms, remote collaboration, bank-level encryption, and built-in tax advisory insights. It's a game changer.

Attorneys from small to medium law firms and area of practices will enjoy TimeSolv Legal's robust features while performing the critical client billing activities.

Simpro is a software solution that develops business management cloud solutions designed to manage workflow, process, productivity, and profitability.

Docusign for Real Estate is a comprehensive digital transaction management platform tailored for real estate professionals, including agents and brokers. It streamlines the entire transaction process by integrating electronic signatures, document management, and compliance tracking into a unified, cloud-based workspace. This solution enables users to manage and execute real estate agreements efficiently from virtually anywhere, enhancing productivity and client satisfaction. Key Features and Functionality: - Secure, Centralized Digital Workspace: Consolidates all transaction documents and disclosures in one location, eliminating the need for printing, scanning, and manual uploads. - Custom Templates and Workflows: Allows creation of tailored templates and workflows to guide agents through each transaction step, ensuring consistency and reducing errors. - Digital Access to Real Estate Forms: Provides up-to-date association, MLS, or brokerage-specific forms that are prefilled with transaction data, ready for electronic signatures. - Seamless Integration with Docusign eSignature: Enables sending forms and documents for signature directly from the platform, with real-time status monitoring. - API-Enabled Connections: Offers pre-built integrations with popular CRM, accounting, and real estate applications, facilitating data sharing and reducing redundant data entry. Primary Value and Solutions Provided: Docusign for Real Estate addresses common challenges in property transactions by digitizing and automating the process. It accelerates deal closures, reduces errors, and ensures compliance through customizable approval processes and audit trails. By centralizing document management and integrating with existing tools, it minimizes administrative burdens, allowing real estate professionals to focus more on client relationships and business growth. Additionally, its mobile accessibility ensures that transactions can be managed efficiently, regardless of location.