Smarter Intranet Forms for Financial Services
Streamline HR, IT, compliance, and operational workflows with forms that adapt to your processes - not the other way around. Unlike fillable PDFs or third-party survey tools, our intranet forms are built for routing, logging, and internal collaboration from day one.
Smart Form Builder
- Create fields in seconds - text boxes, dropdowns, checkboxes, dates, and more
- Support for required fields, default values, formatting, and conditional logic
- Group fields into sections or tabs for longer forms
Built-In Workflow Automation
Trigger routing based on departments, form values, or submission types. Automate confirmations, alerts, escalations, and archiving.
- Multi-step approval paths
- Email and intranet notifications
- Escalation if not reviewed within X days
Audit-Ready by Default
- Submission timestamp, author, and IP address
- Change history for edited forms
- Role-based access to view or edit after submission
Every form submission is saved securely, searchable by admins, and linked to your intranet's audit trail.
Used for Everything
- Onboarding: Combine checklists, IT provisioning, policy signoffs, and directory updates
- Vendor updates: Contact changes, termination approvals, due diligence forms
- Change management: Route change requests to IT, compliance, and execs
- Incident tracking: Internal reporting with optional file upload
More Than Just a Form
Each form can be linked to policies, workflows, vendor records, or internal procedures. It's not a standalone tool - it's part of your intranet ecosystem.
