OneForm turns the questions you ask clients into finished reports. You build a form, your clients fill it in, and OneFormAI drafts a report from their answers. Someone on your team checks the draft, and OneForm emails it to the client.
How it works
- Create a form. Describe what you want on the Create page and OneFormAI builds it, or start from a template. You can change every question afterwards.
- Share it. Send clients the link, put the form on your website, or show it after a booking. Clients can type their answers, and some forms let them talk instead.
- A report is drafted. When someone submits the form, OneFormAI writes a report from their answers, following the instructions you set on the form.
- You review it. The draft waits on the Review page. Edit it, approve it, and send it.
- Your client gets it. OneForm emails the report to your client with a PDF attached.
Every person who fills in a form also shows up on the Leads page, so you can see who's worth a call.
To try it end to end, follow From your first form to your first report.
Where things are
The menu on the left groups everything by what you're doing:
| Section | What's there |
|---|---|
| Home | Your Dashboard: what needs you, and what's new since your last visit. |
| Forms | Your Forms, every Response, and your Leads. |
| Reports | Review (drafts waiting for you) and All reports. |
| Revenue | Payments for paid reports and calls, and Bookings. |
| Automate | Workflows and Integrations with the apps you already use. |
| Insights | How your forms and emails perform. |
| Firm | Settings, your Team and Billing. |
Find your way around explains the menu, the top bar and your dashboard. To jump anywhere, press ⌘ K on a Mac or Ctrl K on Windows and start typing. Search and keyboard shortcuts has every shortcut.
Good to know
- Start with setup. Add your logo, invite your team and connect payments and calendars. See Set up your firm.
- Nothing reaches a client without you. Reports wait for review unless you turn on automatic sending for a form.
- Your team works in the same place. Invite colleagues and choose what each person can do. See Roles and permissions.
- Your plan sets the limits. Every plan includes AI reports, paid reports and bookings. See Plans explained and OneAI Tokens.
- Help is always one click away. Open the menu under your name and choose Help & feedback to find guides or report a problem.