For allied health practices

Clinic paperwork done before they arrive.

Intake, consent and clinical forms completed by clients before the appointment and saved straight to their record. Your clinicians get back to treating, not typing.

  • Intake, consent and assessment forms ready to go
  • Clients complete and sign forms before they walk in
  • ISO 27001 certified, with client data kept in Australia
Start my free trial → or book a demo

14 days free. No credit card. Upload your existing forms and AI turns them into smart forms.

✓
Signed. Saved.Audit-ready
⚡
Reminder sentNo chasing required

You trained to treat people. Not to chase paperwork.

Intake forms, consents, NDIS agreements, referrals. Every client brings a pile of paper, and it eats into appointment time.

The old way

  • Clipboards in the waiting room and illegible handwriting
  • Re-typing client details into your systems
  • Consents and agreements chased after the session
  • Evidence scattered when funders or auditors ask

The IndyForms way

  • Clients complete intake on their phone before they arrive
  • Details entered once and reused on every form
  • Signed consents saved straight to the record
  • Every record versioned and ready when you need it

The forms you actually use, done properly.

Start from our template library or upload your own documents and we'll turn them into smart forms. We make the paperwork as easy as possible.

Client intakeConsent to treatmentHealth questionnairesAssessmentsNDIS service agreementsTreatment plansReferral formsProgress notesStaff credentialingFeedback surveys

Everything your paperwork needs.

New

AI form builder

Describe the form you need, or upload a Word doc or PDF, and AI builds it for you in the form designer.

Signed on any phone

Send a secure link and people complete and sign on any device. No app, no printer, with a timestamped audit trail.

Type it once

Enter a person or record once, then select them on every other form. Fewer typos, way less typing.

Workflows built into your forms

Conditional logic shows the right questions, submittable sections pass each part to the right person, and permissions control who sees, fills and signs what.

Activity Feed & Ask Indy

See every record on one live screen, or just ask Indy in plain English to find, share or follow up.

Audit-ready, always

Every document and form is version-controlled automatically, with retention for up to 25 years and everything in one place. Evidence in seconds, not days.

Update a policy once. Every form keeps up.

Keep your clinical policies in folders with full version history. Change one and every intake and consent form moves to the new version, while completed records keep the version each client actually signed.

  • Every version kept, with who changed it and when
  • Intake and consent forms update going forward
  • Signed records stay as they were, ready for accreditation
Privacy & Consent Policy
Clinical Policies · 4 versions
v45 Nov 2026 · Mia T.Current
v320 May 2026 · Mia T.View
v211 Jan 2026 · Ben H.View
Used in 3 formsClient IntakeConsent to TreatmentTelehealth Consent
✓ New records use v4. Completed records keep the version they were signed against.

Don't take our word for it.

“As an NDIS provider, we operate in a high-compliance environment, and IndyForms has significantly reduced the administrative burden on our team.”
Shellee WilkinsManaging Director, Hartlee Support Services
“Dan's team are amazing, they are easy to talk to… and complete my requests usually in a matter of 24 hours.”
Tiana LangeDirector of Service, TLC Support WA
“We have eliminated manual follow-ups, improved turnaround times, and now have a clear audit trail for every project.”
Jennifer ClementsDirector, Consultex
2,000+ready-made templates
ISO 27001certified platform
100% AUdata stored in Australia
14 daysfree, no credit card

Frequently Asked Questions

Do people need an account or an app to fill in forms?

No. You send a secure link and they complete and sign on any phone, tablet or computer. Every signature is timestamped and saved against the record.

Where is our data stored?

On Microsoft Azure in Australia. IndyForms is ISO 27001 certified, and Ask Indy runs in Australian data centres. Your data never trains AI models.

We already have our own forms. Do we have to start again?

No. Upload your Word docs and PDFs and our AI turns them into smart forms, or buy digitisation time and our team builds them for you.

Does it replace the other software we use?

IndyForms handles your forms, documents, records and compliance evidence, and works alongside the tools you already use. It also connects to Claude and has a public API.

Less typing.
More treating.

Set up your first form in minutes. If it doesn't save you hours, walk away. It's free for 14 days.

Start my free trial →

No credit card. Cancel anytime. Australian support team.