OneForm

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Good advice starts with good questions. OneForm helps firms ask better questions and give better advice, starting with the first conversation. Describe the form you need in one sentence, or start from a template such as a year-end tax planning questionnaire, and OneFormAI builds it for you. Clients fill in a branded form on any device, or talk through it with voice forms (beta). Each response becomes an AI-drafted report. Your team reviews it, edits it and approves it, then it goes out as a branded PDF. Nothing reaches a client until you’ve signed off. OneForm also covers the work around the report: Paid reports and bookings: charge for a report or a call with Stripe, and let clients book time on your booking page or your own scheduler. Lead scoring: see who’s ready to talk, scored on their answers and on how they engage with your forms and emails. Workflows: send emails and follow-ups automatically, and alert your team when a lead becomes hot. Integrations: Google (Sheets, Drive, Calendar, Chat), Microsoft (Outlook, Teams, Excel, OneDrive), Zoom, Slack, HubSpot, Salesforce, Pipedrive, Zoho, webhooks and a public API. Reports that improve: rate a report and OneFormAI learns how your firm likes reports written. Plans start with Free Forever. Paid plans are Basic at $19, Pro at $49 and Firm at $149 a month, and yearly billing gives you two months free.