Ask Indy AI

Ask a question. Get the answer.

Ask Indy searches every policy, form and record in your IndyForms account and answers in plain English, in seconds. No more digging through folders.

  • Searches every policy, form and record you've stored
  • Hosted onshore in Australia on an ISO 27001 certified platform
  • Your data is never used to train AI models
Start my free trial → or book a demo

14 days free. No credit card required.

▶ Watch Ask Indy build a form from a PDF (45 sec, sound on)

“I know the answer is in there somewhere.”

If this sounds familiar, you're not alone.

You need one answer, but finding it means opening five folders and skimming three documents.

New staff ask the same compliance questions every week, and you're the one answering them.

Audit prep means someone spends a full day tracking down the right paperwork.

Templates, policies and forms are scattered everywhere, with no fast way to search across them.

How it works

That's exactly why we built Ask Indy. Ask any compliance question and get the answer in seconds.

1

Ask your question

Right from the chat widget, in plain English. No special commands or search syntax.

2

Indy searches everything

Every policy, form and record you've stored in IndyForms, all at once.

3

Get your answer

A direct answer in seconds. No folders, no waiting, no guessing.

Starting a business? Just ask.

Tell Indy what you need in plain English. It builds your forms and policies, keeps them up to date with regulatory changes, and makes the edits for you to approve.

Hello Sarah
DashboardAsk Indy AIFormsActivity FeedDocumentsTemplatesMerchant CentreAdvancedTEAMUsersGroups
Ask Indy AI
I'm setting up a new NDIS business. I need all the forms and policies to get registered.
Ask IndyHere's your NDIS starter pack, mapped to the Practice Standards. I've created these as drafts for you:
  • Service Agreement & Schedule of Supports
  • Participant Intake & Consent forms
  • Incident Management Policy & Incident Report
  • Complaints & Feedback Policy
  • Risk Assessment & Worker Screening Register
Great. Add our business name and logo to all of them.
Ask IndyDone. Every form and policy now has your branding. Review them in Documents and publish when you're ready.
Ask Indy anything… ➤
☰
Check my forms and policies for any new regulation changes.
Ask Indy2 changes affect your documents. I've drafted updates to your Service Agreement and Incident Management Policy. Approve them?
Yes, approve both.
Ask Indy anything… ➤
✦
Forms & policies draftedReady to review and publish

Plus everything else IndyForms does.

Control, security and peace of mind, in one place.

Workflows built into your forms

Conditional logic, submittable sections and permissions route each part of a form to the right person. Reminders do the chasing.

Electronic signatures

Consent, contracts and documents signed on any device, with a timestamped audit trail.

Long-term retention

Incident reports, compliance records and key documents kept safely for up to 25 years.

Own your data

Download everything, any time. No lock-ins, and your records are always accessible.

Payments built in

Collect payments through Stripe under PCI DSS controls, right inside your forms.

AI form builder

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

Trusted by teams across Australia

TLC Support WATogether We Can InternationalPeak CoordinationCurrumbin Beach Vikings SLSCA Head Start Children's CentreHartlee Support ServicesAlexander Pacific GroupConsultexNature Play QLDFabritecturePOGO PhysioIntro Finance

Frequently Asked Questions

Who can use Ask Indy?

Ask Indy is included with every IndyForms Administrator licence. Free trials include a limited AI budget, so you can try it on your own documents before you buy.

Is my data used to train AI?

No. Your documents and records are never used to train AI models.

Where is my data stored?

In Australia. IndyForms is ISO 27001 certified and your data stays onshore.

What can I ask it?

Big jobs and small ones. For example, "I'm setting up a new NDIS business, create the forms and policies I need", "Check my policies for any new regulation changes and update them", Anything about the policies, forms and records in your account. For example, "What's our leave policy?", "Summarise this contract" or "Which reviews are overdue?"

Make the paperwork as easy as possible.

Try IndyForms free for 14 days. No credit card, and AI turns your existing forms into smart forms to get you started.

Start my free trial →