Forms: One place for every client form

Build branded forms to capture leads and onboard clients in the same place your proposals already live.

One place for every client form: Capture leads and onboard clients in the same place your proposals already live.

Socket Forms replaces your bolt-on form tool - build branded forms, capture leads, collect documents, and flow answers straight onto the client record.

Typeform, Content Snare, Jotform, MS Forms: every practice runs a bolt-on tool to collect client information, then re-keys the answers by hand into the systems that actually matter. It's another subscription, and another place your client data lives apart from everything else.

Socket Forms closes the loop. The form sits in the same place as your leads, proposals, and client records - so a public submission becomes a lead, an onboarding form populates the client record, and nothing is copied across by hand.

✔️ Build any form, no bolt-on tool needed: build with AI, from scratch, or with our industry templates
✔️ Capture leads automatically to your Socket pipeline
✔️ Onboard clients without re-keying once a proposal is signed
✔️ Track every response with a complete, immutable trail from sent to submitted.