Formfy is the AI Agreement Engine for SMS-first client onboarding.
Formfy gives mental health practices and behavioral wellness providers everything needed to create, send, and collect digital intake forms, client questionnaires, and signed consent forms online. Clients complete and sign from any device before the first session.
Track submission progress, send automated reminders, and arrive to every appointment with completed intake paperwork already in hand.
Create My Intake Form With AI — FreeTrusted by over 7000 businesses
Mobile-friendly mental health intake forms your clients can complete from any device, anywhere. A modern alternative to paper forms, clipboards, and emailed PDFs.
See Formfy in action
Describe the form you need in plain English. Copilot drafts fields, consent clauses, liability waivers, policy language, and signature blocks in seconds.
Drop in any PDF contract, waiver, scanned form, or Word doc. AI extracts every field and rebuilds it as a live e-signature workflow on any device.
Text a secure link by SMS, email, or share a QR code for on-site check-in. The signer opens it in their browser over HTTPS, signs, and submits — from their phone, tablet, or laptop.
Instant SMS and email notifications the moment a contract, waiver, or consent form is signed. One dashboard tracks every submission, sends reminders, and stores every signed document with a tamper-evident audit trail.
Deliver by SMS, email, or shareable link. Print a QR code on flyers, signage, or follow-up emails. Meet every signer exactly where they are — phone, tablet, or kiosk.
Design your perfect form or agreement with AI, then send it to every new client. Reusable templates, multi-signer workflows including parent / guardian flows, and integrated file collection built in.
Create forms, waivers, and agreements in seconds with AI.
Contracts, consents, releases, and registrations — signed and sent by SMS or email.
Better forms and faster signatures. Less friction at sign-off. Happier teams and clients.
Stop pasting from generic templates. Our AI Copilot drafts liability waivers, consent clauses, service agreements, and release language tailored to your business in seconds.
Text the form link directly to your client’s phone. They open it, read, and sign before they arrive — no clipboards, no PDFs going back and forth by email.
Every signed document captures timestamps, IP addresses, and a certificate of authenticity. Legally-binding e-signatures under the ESIGN Act, UETA, and eIDAS — with a verifiable chain of custody for every record.
Upload your existing PDF contracts and waivers or let AI build new ones. Every submission is stored digitally, searchable instantly, and backed up automatically. Retire the filing cabinet.
Clients arrive with paperwork already completed — not waiting on a printer or scanner. Your team gets started instead of chasing signatures.
Built-in multi-signer flows for parent and legal-guardian authorization, co-signers, and witnesses. Require the proper signatory chain on every agreement — with a full audit trail.
Formfy transformed how we onboard new clients. They complete intake forms and consent documents before their first appointment, so we can focus the session entirely on the client from the very beginning.
CLEARVIEW WELLNESS CENTER
Rachel D., Clinical Director
We used to spend hours tracking down paperwork before new client sessions. Now everything is digital — clients submit intake forms, sign consent, and we're ready to go before they even walk in the door.
MINDBRIDGE BEHAVIORAL HEALTH
James L., Practice Administrator
An intake form for mental health services collects essential information from a client before care or services begin. It typically includes contact details, reason for seeking services, relevant background, preferences, and a consent or acknowledgment section. A digital version helps reduce waiting-room paperwork, streamline check-in, and keep client information organized from day one.
A complete mental health services intake form typically includes client name, contact information, date of birth, emergency contact, reason for visit and service goals, relevant personal or family background, preferred communication method, any medications or health considerations relevant to the service, consent and acknowledgment language, and a signature. Required fields vary by provider type, location, licensing requirements, and service model. Always verify with the appropriate legal and clinical advisors for your jurisdiction.
Describe your practice — for example, 'outpatient mental health clinic offering individual and group sessions' — and Formfy's AI Copilot generates a complete intake form with contact fields, background questions, and consent language. Review the result, customize as needed, and publish in under a minute.
Yes. Formfy forms are fully mobile-optimized. Clients tap the link from SMS or email, complete the intake form on any phone, tablet, or desktop, and submit without needing to download an app. The process works seamlessly on any modern browser.
Yes. Formfy includes electronic signature support compliant with the ESIGN Act and eIDAS. Clients can sign intake and consent sections digitally before their first session — no printing, scanning, or in-office paperwork required.
Not exactly. An intake form collects client background, contact information, and service-related history. A consent form documents the client's agreement to the terms, policies, and conditions of service. Formfy lets you combine both into a single digital form so clients complete and sign everything in one step before their first appointment.
Most practices send intake forms 24–48 hours before the first appointment so clients have time to complete them without rushing. Formfy's SMS and email delivery makes it easy to send intake forms immediately after scheduling.
No. Formfy is a digital form builder and e-signature platform — not an electronic health record, clinical practice management system, or medical provider. Formfy does not provide medical advice, clinical assessments, or treatment recommendations. Formfy helps you create, send, and collect digital intake and consent forms. For clinical record-keeping, scheduling, billing, or clinical guidance, use a dedicated EHR or consult a licensed professional. Always verify your legal, privacy, clinical, and HIPAA requirements with the appropriate advisors for your jurisdiction.
Yes! Formfy offers a 15-day free trial with no credit card required. Create your mental health intake form with AI, send it by SMS or email, collect digital signatures, and test the full platform before committing. Paid plans start at $19/month.
Start your free trial today and create your first mental health intake form in minutes.
Start a Free TrialFormfy gives mental health practices and behavioral wellness providers everything needed to send and receive intake forms, client questionnaires, and consent forms online — including therapy intake forms, counseling intake forms, and massage therapy intake forms. We help practices that:
