FluidForms

FluidForms is an AI intake platform that converts static forms into intelligent interviews. It reads uploaded documents and extracts structured information, then continues the conversation with adaptive follow-up questions so you capture complete data on the first try.

With FluidForms, you can build intake workflows that feel like a chat instead of a rigid questionnaire. It replaces fixed if/then logic with Adaptive AI Interviews that identify vague answers and ask relevant follow-ups in real time. You can also mix in Standard form fields for straightforward inputs, use Interview sections for dynamic conversations, and use Autofill to extract and populate data automatically.

FluidForms also supports document intelligence: upload PDFs, images, voice notes, or video walkthroughs, and the platform transcribes and extracts details to auto-fill your data with scoring for what matters. This helps teams review less and spend more time acting on submissions.

FluidForms is designed for a wide range of intake use cases, including legal services, government and compliance, HR and recruiting, healthcare, support and sales, and research and feedback. It offers a start for free with no credit card required, and you can upgrade when you’re ready to remove branding or scale up volume of AI-driven interviews and document autofills.

What kinds of inputs can FluidForms extract information from?

You can upload documents such as PDFs, images, voice notes, and video walkthroughs. FluidForms transcribes and extracts details to produce structured, usable data you can auto-fill into your intake.

How does the AI decide what follow-up question to ask?

FluidForms uses adaptive AI interviews that look for vague or incomplete answers and ask context-aware follow-ups in real time. This helps ensure the submission contains the details your team needs.

Can I still use basic static fields for straightforward questions?

Yes. FluidForms supports Standard form fields for foundational inputs like names, emails, and dates, alongside AI Interview and Autofill sections for more complex information.

Does FluidForms help route or prioritize leads and cases?

Yes. It supports scoring and triage so you can prioritize leads, patients, applicants, and cases based on the extracted and completed intake data.

How do form submissions get sent to my tools?

FluidForms can send data using webhooks and can trigger notifications via email and Slack. It also supports automation through Zapier, Make, and n8n, including common destinations like HubSpot, Salesforce, Notion, Airtable, and Google Sheets.

Is FluidForms free to start, and do I need a credit card?

You can start for free with no credit card required. You can upgrade later to remove branding and as your volume of AI-driven interviews and document autofills increases.