FORMNA vs KoNote

FORMNA is a self-hosted form builder and program management platform for handling forms, submissions, review workflows, and reports. Its drag-and-drop builder supports 15 field types, conditional logic, validation, file uploads, draft auto-save, and version management. Programs can group forms with deadlines, submission rules, instructions, eligibility requirements, and custom permissions. Multi-stage reviews can assign reviewers, apply weighted scoring, request clarification, and record approve, reject, or advance decisions. Four roles—Super Admin, Admin, Reviewer, and User—have scoped permissions and tailored dashboards. Security features include TOTP multifactor authentication, encrypted data at rest, rate limiting, and session invalidation; the system logs actions with who, what, and when. Optional AI summaries use a configurable LLM provider while data remains on the organization's servers. Installation is documented for Docker or bare metal and requires PHP 8.2+, MySQL 8.0+ or MariaDB 10.6+, and Apache or Nginx. The open-source plan is free for qualifying organizations; specified commercial uses require licensing. Enterprise Annual License costs $25,000 per year.

KoNote is a web-based participant outcome management system for nonprofits, released under the MIT License. Each organization runs its own instance on its infrastructure or local network. It provides encrypted client records, custom intake fields, program enrollment tracking, and role-based client search. Teams can define goals and targets, attach measurable metrics, track revisions over time, and reuse plan templates. Progress notes may be quick or structured, include metrics, and be backdated with audit trails. Messaging uses SMS through Twilio or email through SMTP, with consent tracking; calendar subscriptions use iCal feeds. Authentication supports Azure AD single sign-on or local Argon2 authentication. Security measures include field-level personal information encryption, role-based access, configurable session timeouts, and a separate immutable audit database. Privacy functions include selectable CSV or PDF client exports, multi-manager erasure approval, export monitoring, and secure download links. Optional AI can suggest goals, metrics, note structures, and outcome narratives; personal information is scrubbed before data leaves the server. The software is free to use under its license, but organizations provide and configure their own infrastructure. KoNote was founded in 2013 and is based in Toronto, Ontario, Canada.