Title: Welcome to OneForm | OneForm > What OneForm does for your firm, how a form becomes a report, and where to find everything. Source: https://oneform.si/help/getting-started/welcome-to-oneform/ --- 1. [Help Center](https://oneform.si/help/) 2. [Getting started](https://oneform.si/help/getting-started/) 3. Welcome to OneForm [View as Markdown](https://oneform.si/help/getting-started/welcome-to-oneform.md) # Welcome to OneForm What OneForm does for your firm, how a form becomes a report, and where to find everything. Updated October 22, 2026 · 2 min read [Open your dashboard ↗](https://app.oneform.si/dashboard?help=welcome-to-oneform) 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 1. **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. 2. **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. 3. **A report is drafted.** When someone submits the form, OneFormAI writes a report from their answers, following the instructions you set on the form. 4. **You review it.** The draft waits on the **Review** page. Edit it, approve it, and send it. 5. **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](https://oneform.si/help/getting-started/your-first-form-to-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](https://oneform.si/help/getting-started/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](https://oneform.si/help/getting-started/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](https://oneform.si/help/getting-started/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](https://oneform.si/help/team-and-account/roles-and-permissions/). - **Your plan sets the limits.** Every plan includes AI reports, paid reports and bookings. See [Plans explained](https://oneform.si/help/billing/plans-explained/) and [OneAI Tokens](https://oneform.si/help/billing/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. Was this article helpful? [Next →Set up your firm](https://oneform.si/help/getting-started/set-up-your-firm/) ## Related articles [Set up your firmThe first-run setup, step by step, and the checklist that keeps track of what's left.](https://oneform.si/help/getting-started/set-up-your-firm/)[From your first form to your first reportBuild a form, publish it, fill it in yourself, then review and send the report OneFormAI drafts from your answers.](https://oneform.si/help/getting-started/your-first-form-to-first-report/)[Find your way aroundThe menu, the Create button, the bar at the top right and your dashboard, and what each one is for.](https://oneform.si/help/getting-started/find-your-way-around/)[Search and keyboard shortcutsFind any form, client, report or setting with ⌘K, and move around OneForm without the mouse.](https://oneform.si/help/getting-started/search-and-keyboard-shortcuts/) Still stuck? A person on the OneForm team reads every request. Mon–Fri, 9am–6pm ET. First reply within 1 business day. [Open a support case](https://oneform.si/contact/?topic=support)[Report a bug in the app](https://app.oneform.si/ideas?view=feedback)[hello@oneform.si](mailto:hello@oneform.si?subject=OneForm%20support) [Overview](https://oneform.si/help/) Topics - [Getting started](https://oneform.si/help/getting-started/) - [Welcome to OneForm](https://oneform.si/help/getting-started/welcome-to-oneform/) - [Set up your firm](https://oneform.si/help/getting-started/set-up-your-firm/) - [From your first form to your first report](https://oneform.si/help/getting-started/your-first-form-to-first-report/) - [Find your way around](https://oneform.si/help/getting-started/find-your-way-around/) - [Sample forms](https://oneform.si/help/getting-started/sample-forms-and-data/) - [Use OneForm on your phone](https://oneform.si/help/getting-started/use-oneform-on-your-phone/) - [Search and keyboard shortcuts](https://oneform.si/help/getting-started/search-and-keyboard-shortcuts/) - [Sign in to OneForm](https://oneform.si/help/getting-started/sign-in-and-two-step/) - [Forms](https://oneform.si/help/forms/) - [Sharing and embeds](https://oneform.si/help/share/) - [Responses and leads](https://oneform.si/help/responses-and-leads/) - [Reports](https://oneform.si/help/reports/) - [Payments](https://oneform.si/help/payments/) - [Bookings](https://oneform.si/help/bookings/) - [Workflows](https://oneform.si/help/workflows/) - [Integrations](https://oneform.si/help/integrations/) - [Emails and notifications](https://oneform.si/help/emails-and-notifications/) - [Team and account](https://oneform.si/help/team-and-account/) - [Plans and billing](https://oneform.si/help/billing/) - [Privacy and security](https://oneform.si/help/privacy-and-security/) - [Troubleshooting](https://oneform.si/help/troubleshooting/) For your clients - [For your clients](https://oneform.si/help/for-clients/) [Glossary](https://oneform.si/help/glossary/)[FAQ](https://oneform.si/help/faq/)[Developer docs](https://oneform.si/developers/)[Contact support](https://oneform.si/contact/?topic=support)