Features built for how you actually work.
Soli Forms gives you everything you need to create professional, HIPAA-compliant intake forms—with mental health-specific templates, automation, and privacy controls that put you in charge.
Professional forms without the professional price tag.
Pre-built for therapy, not business surveys.
Stop adapting generic business forms to fit therapy. Soli Forms comes with mental health-specific templates using the correct terminology, workflows, and compliance requirements you need.
Consent & Policy Forms
- Consent for treatment
- HIPAA privacy notice
- Good Faith Estimate
- Release of information
Intake Questionnaires
- Adult intake
- Adolescent/child intake
- Couples & Family intake
Assessment Tools
- PHQ-9
- GAD-7
- OQ-45
- Custom builders
Clinical Forms
- Treatment plans
- Risk assessments
- Safety planning
Set it once. Let it run forever.
The flow builder lets you automate the repetitive tasks that eat up your time—confirmation emails, follow-ups, prospect generation, and more. Build workflows visually with no coding required.
Instant Confirmations
Automatically send next steps after form submission.
Prospect Generation
Create prospects in your dashboard automatically.
Follow-Up Sequences
Send reminders for incomplete forms.
Urgent Response Routing
Flag high-risk assessment responses immediately.
Never lose a potential client in email chaos.
Built-in CRM to track everyone who's reached out—from first contact to first session. See your pipeline at a glance and know exactly who needs follow-up.
Prospect Status
- • New inquiry
- • Intake form sent
- • Consultation scheduled
- • Converted to client
Communication History
- • Every email sent/received
- • Forms submitted
- • Notes and reminders
- • Next action due date
Conversion Metrics
- • Track conversion rates
- • Identify drop-off points
- • Source tracking (referrals, ads)
Your forms. Your brand.
No "Powered by" footers. Every form looks like it came from your practice.
- Upload your practice logo
- Set your brand colors
- Choose fonts
- No third-party branding
HIPAA-compliant by default.
No setup required. No configurations to get wrong. No compliance anxiety.
- Local-First Encryption
- End-to-End Encryption
- Automatic Audit Logs
- BAA Included
E-Signatures
Legally binding digital signatures. Eliminate printing and scanning.
- • Drawn, typed, or uploaded
- • Timestamp logging
- • Signature audit trail
Conditional Logic
Show only what's relevant. Build smarter forms that adapt to responses.
- • Show/Hide questions
- • Skip sections
- • Multi-path forms
Offline Capability
Works even when the internet doesn't. Forms work everywhere.
- • Create/edit forms offline
- • Clients fill forms offline
- • Auto-submit when online
Soli Forms vs. Competitors
| Feature | Soli Forms | JotForm HIPAA | Google Forms | SimplePractice |
|---|---|---|---|---|
| Mental Health Templates | ||||
| Automation Flow Builder | Limited | Basic | ||
| Prospect Management | ||||
| Custom Branding (No Footer) | Limited | |||
| Local-First Privacy | ||||
| Offline Capability | ||||
| E-Signatures | ||||
| HIPAA Compliance | Default | Paid | Add-on | |
| Monthly Cost (Solo) | $19 | $39 | $50+ | $100+ |
Common Questions
Can I create unlimited forms?
Yes. Unlimited forms, unlimited submissions, all included in your plan.
Do I need coding skills?
No. Everything is visual drag-and-drop. If you can use email, you can use Soli Forms.
How long does it take to create a form?
15 minutes from template to published form (including customization and branding).
Are there any per-submission fees?
No. Unlimited submissions included.
Can I export my data?
Yes, anytime. CSV and PDF export available.
See the features in action.
Start your 14-day free trial and build your first professional intake form in 15 minutes.
Local-first. Privacy-focused. Built for you.