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Digitize and Automate
Data Collection

Enterprise
- Advanced drag & drop form builder
- User management system
- Custom user roles
- Advanced Salesforce integration
- Virtual database & dynamic prefill
- Authenticated access and audit trail
- Conditional logic and approvals
- Vanity URLs
- Custom contract & SLA
- Dedicated account manager

Compliance
- HIPAA compliance
- Signed Business Agreement – BAA
- Liability insurance (up to $2 million)
- Single-tenant installation
- Localized infrastructure
- Extended security protocols
- Custom data retention policy
- Dedicated team with confidentiality agreements
*All Enterprise plan features are included

Technology Partners
- White Label solution
- Licensing contract
- Dedicated infrastructure resources
- Dedicated development
- Priority resources
- Custom form templates package
- Optional end-user support
- Co-branded marketing assets
- Progressive pricing based on volume
*All platform features are included

“More than 60% of organizations have started, or are planning for company-wide digitalization. Most digital interactions rely on forms that enable data collection, an improved experience & process automation.”
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Industries

Healthcare
In the United States, patients’ private health-related information is protected by the Health Insurance Portability and Accountability Act (HIPAA). Healthcare institutions can streamline data-gathering in line with HIPAA requirements, through highly secure and reliable digital forms and surveys for the healthcare sector.
Financial Services
Workflow automation in the financial world is key for success. Operational effectiveness is achieved by creating streamlined internal business workflows, gaining real-time visibility over processes, and having a collaboration tool for cross departmental communication, data processing and data management.


Manufacturing
Manufacturing is a complex industry, with many moving parts. It requires precise alignment between operations, logistics, production and more. Digital manufacturing forms can be used to improve efficiency and increase production volume, by collecting and communicating the right information at the right time.
Our Clients
Manufacturing
A large multinational manufacturing company with over 20,000 employees transitioned from manually processing paper order forms to a more efficient, fully digital solution.
Healthcare
Healthcare organizations need a HIPAA-compliant data-gathering solution to receive, store and transfer Protected Health Information (PHI) securely, in line with legislation.
D.C. Fire Department
Employees of the District of Columbia Fire and Emergency Medical Services Department needed a way to digitize workflows, generate reports and provide an easily accessible way to manage data.