Formfy is an AI Agreement Engine for SMS-first client onboarding.

Formfy for Therapists & Counselors

Unlike IntakeQ, PandaDoc, and Smartwaiver, Formfy combines form generation, SMS delivery, e-signatures, and payment collection in one mobile link.

The first session is for the therapeutic alliance, not paperwork. Solo therapists, LCSWs, LMFTs, psychologists, and counselors lose 15-20 minutes of every intake to forms — informed consent, HIPAA notice, release of information, financial agreement. Formfy is the AI Agreement Engine for SMS-first client onboarding, HIPAA-compliant by design, that sends every one of those forms by text before the first session.

The three things therapists keep telling us

  • HIPAA-compliant intake paperwork on paper is a compliance risk; secure email is a separate workflow most solo practices don't maintain well.
  • Informed consent for evidence-based interventions (CBT, EMDR, exposure therapy) requires specific language — generic templates miss the modalities you actually use.
  • Release of information forms for collaboration with other providers, insurance, or family members need real signatures and clear audit trails.

How Formfy fits

  • HIPAA-compliant SMS delivery — unlike IntakeQ or Jotform HIPAA Gold, forms arrive by text before the session, no patient portal login required.
  • HIPAA-compliant plan with BAA available; encryption in transit and at rest, audit trail meeting Security Rule requirements.
  • AI-generated informed consent customized to your modality (CBT, EMDR, IFS, psychodynamic) — describe your approach, Formfy drafts the right consent language.
  • Release of information forms with granular consent (insurance, primary care provider, school, family member) and explicit revocation handling.
  • SMS delivery before the first session — clients arrive paperworked-and-paid, full session is therapeutic.

How this compares to what you might be using today

IntakeQ and SimplePractice are healthcare-native intake platforms with strong HIPAA support but they're shaped like EHRs — useful if you also want practice management, heavier than most solo therapists need. DocuSign handles the signing but doesn't generate the consent and is built for enterprise legal, not clinical intake. Jotform's HIPAA Gold tier works for forms but signatures and consent flows are bolted together by you. Smartwaiver is for waiver workflows, not clinical intake. PandaDoc is built for B2B proposals.

Get started in 3 minutes

  1. Describe your intake paperwork ("Informed consent for CBT and EMDR, HIPAA notice, release of information for primary care").
  2. Formfy generates the forms, the SMS messages, and the signing flow.
  3. Send the link when a new client books. They sign and read before the first session.

IntakeQ and SimplePractice are full EHRs; PandaDoc is for B2B proposals. Formfy sends HIPAA-compliant intake by SMS in one mobile link.

Try Formfy for therapists →