Soli
Resources

Guides, tutorials, and the resources you need to get started.

Whether you are setting up for the first time or building advanced workflows, these pages cover Soli Forms and Soli Line in depth.
GUIDES

Step-by-Step Guides

Hands-on walkthroughs for every major feature in Soli Forms and Soli Line.

Line

Setting Up Your Practice Phone

Pick a number, set business hours, record your voicemail greeting, and take your first call.

AI

Configuring AI Receptionist

Let Soli Voice field calls, collect messages, and respond to after-hours inquiries on your behalf.

Automation

Building Automation Flows

Set up workflows that confirm submissions, alert your team, and schedule follow-up reminders.

Security

Understanding Encryption

A plain-language look at how Soli safeguards your data and what zero-knowledge architecture means in practice.

Practice

Group Practice Setup

Invite clinicians, assign permissions, run multiple lines, and isolate each provider's data.

Forms

Managing Prospect Pipeline

Follow each inquiry from first contact through onboarding with built-in pipeline tools.

Compliance

Google Forms & HIPAA: An Honest Guide

The real steps needed to use Google Forms for patient intake under HIPAA, and the structural gaps that remain.

COMPARE

How Soli Compares

See how Soli stacks up against common alternatives, feature by feature.

Explore Soli Products

Learn how Soli Forms and Soli Line combine to streamline day-to-day practice operations.

HELP TOPICS

Browse by Category

Jump straight to the topic you need.

Account & Billing

Update payment methods, change your plan, and download invoices.

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Forms & Templates

Build forms, adapt templates, and set up conditional logic.

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Phone & Messaging

Provision your practice line, record voicemail, and route incoming calls.

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AI & Automation

Set up Soli Voice, automate intake workflows, and review call transcripts.

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Security & Privacy

Learn how encryption works, manage authorized devices, and review compliance controls.

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Team & Permissions

Invite team members, define roles, and control access across the practice.

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Join the Soli family

Find the right fit for your practice

See what Soli can do for your practice. Every plan starts with a 14-day free trial.