Soli
Soli Forms

Mental health forms that work the way you do

Compliance shouldn't be something you build yourself, and it shouldn't cost a premium. Soli Forms comes with therapy-specific templates that are ready to publish from day one. Submissions are encrypted on your client's device and can only be read on yours — our servers never see the content.

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Soli Forms — intake and consent management
Soli Forms — intake and consent management
What We Offer

Everything you need to manage client intake

From first contact to ongoing treatment — Soli Forms handles the paperwork so you can focus on your clients.

58+ Templates

58+ Templates

Therapy-specific templates ready to publish from day one — intake, consent, screening, discharge, and specialty workflows built for mental health practices.

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Automation Flows

Automation Flows

Trigger actions on form submission — confirmation emails, follow-up reminders, team notifications. Respond to prospects automatically without lifting a finger.

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Prospect Management

Prospect Management

Track every inquiry from first contact to active client. View submission history, set statuses, measure response times, and keep your pipeline organized.

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Scheduling

Scheduling

Manage appointment bookings, track held slots, download calendar files, and link bookings directly to form submissions — all within the same platform.

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How It Works

From publish to inbox in minutes

You publish a form from the desktop app. Your client opens it in any browser, fills it out, and submits. The submission is encrypted on their device before it leaves. It arrives in your encrypted inbox, and only your registered devices can decrypt and read the content.

Publish in one click
No client installs
Built-in scheduling
Desktop decryption
Unlimited submissions
Form bundles
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Soli Forms workflow — publish, collect, decrypt
Templates

58+ templates built for therapy practices

Every template uses correct clinical terminology and follows standard mental health workflows.

Intake & Onboarding

Intake & Onboarding

  • Full Intake
  • Minor Intake
  • Emergency Contact
  • + 9 more
Consent & Compliance

Consent & Compliance

  • Telehealth Consent
  • HIPAA Privacy Notice
  • ROI Authorization
  • + 5 more
Clinical Screening

Clinical Screening

  • Symptom Screener
  • Substance Use Screening
  • Safety Planning
  • + 2 more
Admin & Billing

Admin & Billing

  • Insurance Information
  • Superbill Request
  • Card on File Consent
  • + 4 more
Ongoing Treatment

Ongoing Treatment

  • Session Feedback
  • Between-Session Check-in
  • Homework Log
  • + 2 more
Scheduling & Web

Scheduling & Web

  • Contact Form
  • Appointment Request
  • Waitlist Request
  • + 5 more
Specialty Workflows

Specialty Workflows

  • Couples Intake
  • Family Intake
  • Group Screening
  • + 4 more
Custom & Discharge

Custom & Discharge

  • Discharge Feedback
  • Continuation of Care
  • Termination Acknowledgement
  • + 14 more

Frequently asked questions

Every template can be modified to fit your practice. Add, remove, or reorder fields. You can also build forms from scratch with our field builder, which supports all the field types you would expect — text, dropdowns, signatures, file uploads, consent fields, and more.
Share forms via a hosted link, embed them on your website, or bundle multiple forms into a single submission flow. Forms are mobile-responsive and work on any device. Clients never need to install anything.
Yes. Multiple team members can access and manage submissions with role-based permissions. You can route submissions to specific clinicians and organize forms by provider or department.
Submissions are stored encrypted on our servers until you open the desktop app. When you come back online, everything syncs and decrypts on your device. Nothing is lost.
No. Your plan includes unlimited form submissions, unlimited forms, and unlimited file uploads. There are no overage charges.
Yes. Every published form gets an embed code you can drop into any website. The form renders inline on your page with your practice branding — no redirects, no third-party logos.

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Find the right fit for your practice

Explore our products and see what Soli can do for your practice. Every plan includes a free trial.

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