Easily customize your form.
This template is flexible and easy to edit. Simply drag and drop the fields you need depending on the requirements of your organization. Add a touch of professionalism with your company branding, or tweak other elements like fonts, buttons, and messaging. No coding or CSS knowledge needed!
Collect information offline.
Free your staff from having to fill out messy paperwork. With the Formstack Go app, social workers can collect information from new clients in the office or in a client’s home, even if there’s no internet connection. All data will sync with your account automatically as soon as they reconnect to the web.
Generate custom documents.
Use the information you collect from clients to automatically generate important intake documents and send them to the right people and places. With Formstack Documents, you can generate custom PDFs, Word docs, Excel sheets, and more with your form data and deliver them anywhere.
Streamline your intake workflow.
Keep staff in the loop on new clients and cases by using your form to set up a seamless digital workflow. Multiple people can review, edit, and comment on the form so all questions and feedback can be kept in one location. Streamline your intake process, and eliminate long email threads.