For consultants

Client work, without the admin drag.

Client onboarding, intake, approvals and project records routed to the right people automatically. More billable time, fewer follow-up emails.

  • Onboarding, intake and approval forms ready to go
  • Build forms with AI from a simple description
  • 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

Spend your time consulting. Not chasing approvals.

Intake, scopes, approvals, sign-offs. Every client project creates admin, and the follow-ups never end.

The old way

  • Intake questions sent as long email threads
  • Scopes and approvals chased for days
  • Project records scattered across drives
  • No clear audit trail when a client disputes

The IndyForms way

  • Clients complete intake online
  • Approvals routed and chased automatically
  • Every project record in one place
  • A clear audit trail for every project

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 onboardingIntake questionnairesStatements of workChange requestsApprovalsProject sign-offsFeedback surveysContractor agreementsTimesheetsNDAs

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 your terms once. Every engagement keeps up.

Keep your terms and client documents in folders with full version history. Change one and every form that uses it moves to the new version, while completed records keep the exact version each client signed.

  • Every version kept, with who changed it and when
  • Scopes and onboarding forms update going forward
  • Proof of what every client signed, and when
Terms of Engagement
Client Documents · 3 versions
v327 Oct 2026 · DirectorCurrent
v23 Apr 2026 · DirectorView
v118 Aug 2025 · DirectorView
Used in 3 formsStatement of WorkClient OnboardingNon-Disclosure Agreement
✓ New records use v3. Completed records keep the version they were signed against.

Don't take our word for it.

“We have eliminated manual follow-ups, improved turnaround times, and now have a clear audit trail for every project.”
Jennifer ClementsDirector, Consultex
“If you're like me and ready to leave the document chase behind, IndyForms is the solution you've been looking for.”
Jethro JonesCEO, Alexander Pacific Group
“IndyForms has helped our club become more efficient, more compliant, and better organised across multiple departments.”
Michael SullivanCEO, Currumbin Beach Vikings SLSC
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 admin.
More billable hours.

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.