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FormsHQ

formshq.io

From $29/mo Free plan Web
Visit formshq.io
Spec score 8.7 #3 of 27 in Client Intake Software

What it is

FormsHQ turns forms into workflows for collecting information, qualifying leads, routing submissions, and handling documents, payments, and signatures. Its AI-assisted design can produce questions, helper text, validation, conditional pages, and review criteria from a plain-language brief. Teams can score submissions, assign owners, track statuses and deadlines, and route records for review. Submissions can become summaries, PDFs, agreements, disclosures, internal memos, or client-ready packets. Review steps can include role-based paths, consent and signature checkpoints, and human approval before generated packets are sent. The site describes uses including legal and health intake, agency onboarding, loan prequalification, HR onboarding, events, and bookings. FormsHQ runs on the web. The free Starter Form plan costs nothing and allows one published form and 50 responses per month. Smart Forms costs $29 a month, Growth Workflows $99 a month, and Business Portal $249 a month. The company identifies with SETTEROS and gives an Atlanta, Georgia address.

Spec sheet

What it does
FormsHQ turns online forms into workflows covering intake, qualification, approvals, documents, payments, signatures and follow-up.Read 15 Oct 2026 · formshq.io
Purpose
FormsHQ turns forms into workflows for lead qualification, submission routing, document packets, payments, signatures, and sending data to other tools.Read 28 Sep 2026 · formshq.io
Intended users
The site presents workflows for legal and health intake, agency onboarding, loan prequalification, HR onboarding, and events or bookings.Read 28 Sep 2026 · formshq.io
Integrations
The site says data can be sent to email, spreadsheets, CRMs, calendars, payment tools and automation platforms.Read 15 Oct 2026 · formshq.io
Headquarters
Atlanta, Georgia, United StatesRead 28 Sep 2026 · formshq.io
AI form design
A plain-language brief can generate questions, helper text, validation, conditional pages and review criteria.Read 15 Oct 2026 · formshq.io
Assignment
Records can be routed to owners with status, notes, attachments and response deadlines.Read 15 Oct 2026 · formshq.io
Automation limitation
The FAQ says sensitive documents are not sent automatically by AI; human review is expected first.Read 15 Oct 2026 · formshq.io
Branded forms
The service publishes branded, mobile-ready forms for firms, clinics, agencies and local businesses.Read 15 Oct 2026 · formshq.io
Company and location
The site identifies FormsHQ with SETTEROS and gives an Atlanta, Georgia address at 3715 Northside Parkway Northwest, Building 100, Suite 500.Read 28 Sep 2026 · formshq.io
Company operator
The related SETTEROS site states that SETTEROS is operated by FORMSHQ INC.Read 15 Oct 2026 · setteros.online
Contact
FormsHQ publishes [email protected] and telephone number (404) 777-0368.Read 15 Oct 2026 · formshq.io
Corporate footer
The site footer identifies the organization as FormsHQ / SETTEROS and shows a 2026 SETTEROS copyright.Read 15 Oct 2026 · formshq.io
Document generation
The workflow can create summaries, PDFs, agreements, disclosures, internal memos and client-ready packets.Read 15 Oct 2026 · formshq.io
Documents
FormsHQ can generate summaries, PDFs, agreements, disclosures, internal memos, and client-ready packets from submissions.Read 28 Sep 2026 · formshq.io
Free-tier branding limit
The free Starter Form plan keeps FormsHQ branding on the form.Read 15 Oct 2026 · formshq.io
Free-tier response limit
Starter Form allows 50 responses per month and one published form.Read 15 Oct 2026 · formshq.io
Headquarters address
The footer gives 3715 Northside Parkway Northwest, Building 100, Suite 500, Atlanta, Georgia 30327.Read 15 Oct 2026 · formshq.io
Human review
Generated packets and signature documents are intended to receive human approval before being sent.Read 15 Oct 2026 · formshq.io
Payments and signatures
FormsHQ supports deposits, payment authorizations, disclosures and signature-ready documents inside workflows.Read 15 Oct 2026 · formshq.io
Practice Better use
For wellness and coaching practices, FormsHQ describes treatment trackers, recurring check-ins, results lists, intake rebuilds, and follow-up workflows.Read 28 Sep 2026 · formshq.io
Practice Better workflow
A dedicated page describes treatment trackers, six- and twelve-month check-ins, results masterlists, intake rebuilds and CRM follow-up for Practice Better professionals.Read 15 Oct 2026 · formshq.io
Qualification
Submissions can be scored using urgency, fit, budget, location, service type and missing information.Read 15 Oct 2026 · formshq.io
Related platform capability
SETTEROS is described as combining conversational AI, CRM-connected messaging, automated follow-up, calendar booking, analytics and voice AI support.Read 15 Oct 2026 · setteros.online
Related platform pricing
SETTEROS lists a Starter plan at $79/mo, billed monthly, with one sub-account and three AI agents.Read 15 Oct 2026 · setteros.online
Related platform trial
SETTEROS advertises a 14-day free trial for its Growth plan.Read 15 Oct 2026 · setteros.online
Related service audience
CareFlow Setter targets health and wellness businesses including med spas, weight-loss clinics, IV therapy clinics, wellness centers, dental practices and health coaches.Read 15 Oct 2026 · careflowsetter.com
Related service integrations
CareFlow says leads can route into a CRM, calendar steps, notification email and human follow-up paths.Read 15 Oct 2026 · careflowsetter.com
Related service ownership
CareFlow Setter identifies itself as powered by SETTEROS and operated by FORMSHQ INC.Read 15 Oct 2026 · careflowsetter.com
Related service pricing
CareFlow lists an AI Front Desk at $1,497 setup plus 30 days of free maintenance, then $497/mo.Read 15 Oct 2026 · careflowsetter.com
Related service usage limit
CareFlow warns that voice usage, call minutes, carrier fees, WhatsApp costs and high-volume traffic may be billed separately or subject to fair-use limits.Read 15 Oct 2026 · careflowsetter.com
Related service workflows
CareFlow describes inbound reception, missed-call recovery, no-show recovery, old-lead reactivation and outbound calling workflows.Read 15 Oct 2026 · careflowsetter.com
Response limit
The free Starter Form plan includes 50 responses per month; Smart Forms includes 1,000 responses per month, and Growth Workflows includes 10,000 responses.Read 28 Sep 2026 · formshq.io
Security and review
The site describes role-based review paths, structured exports, consent and signature checkpoints, and human approval before generated packets are sent.Read 28 Sep 2026 · formshq.io
Security control
The site lists role-based review paths for sensitive submissions.Read 15 Oct 2026 · formshq.io
Setup pricing limitation
Done-for-you workflow builds are offered as one-time projects, but the homepage does not publish their price.Read 15 Oct 2026 · formshq.io
Submission management
Its command center tracks status, assigns owners, exports packets and moves qualified submissions toward CRM or inbox destinations.Read 15 Oct 2026 · formshq.io
Support and services
The Business Portal plan includes priority support and launch QA, and the site offers done-for-you workflow builds as one-time setup projects without listing a setup price.Read 28 Sep 2026 · formshq.io
Use cases
Published use cases include legal intake, health intake, agency onboarding, loan prequalification, HR onboarding and events or bookings.Read 15 Oct 2026 · formshq.io
Workflow management
Teams can score submissions, assign records to owners, track status and deadlines, and route submissions for review.Read 28 Sep 2026 · formshq.io

Plans and prices

Starter Form Free 1 published form · 50 responses/month · basic templates · email notifications · CSV export · FormsHQ branding Read 15 Oct 2026 · formshq.io
Smart Forms $29 a month 5 forms · 1,000 responses/month · custom branding · conditional logic · file uploads · payments · redirects Read 15 Oct 2026 · formshq.io
Growth Workflows $99 a month 25 forms · 10,000 responses · approval routing · PDF packets · CRM handoffs · team seats · workflow analytics Read 15 Oct 2026 · formshq.io
Business Portal $249 a month multi-form portals · reviewer roles · advanced document mapping · payment/signature gates · priority support · launch QA Read 15 Oct 2026 · formshq.io

Every FormsHQ plan and price →

Strong points and limits

Strong points

  • AI can generate form elements from a plain-language brief
  • Routes submissions and tracks owners, status, and deadlines
  • Can create PDFs, agreements, and client-ready packets
  • Supports payment and signature steps

Limits

  • Free plan allows 50 responses per month
  • Only web is listed as a platform
  • Specific integration products are not named

Who it suits

FormsHQ may suit teams that need intake, lead qualification, approvals, and document packets in a web workflow. Listed use cases include legal and health intake, HR onboarding, loan prequalification, and bookings.

Verdict

FormsHQ links form collection with review, document generation, payments, and signatures. Its free plan has a 50-response monthly limit, while paid plans start at $29 a month.

Where Specifiction places it

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