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.
Everyone collects data. Only Socket connects it.
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.
Lead → proposal → form → client record
One connected journey, in the place your practice already runs - not stitched together across separate tools.
Build any form, no bolt-on tool needed
A drag-and-drop builder with everything client work needs, so you can retire the third-party form tool and the subscription that comes with it.
- →Drag and drop 12+ field types, with show/hide conditional logic.
- →Start from ready-made templates: onboarding, tax-return questionnaire, annual review, and more.
- →Brand every form with your practice's look, then save your own templates to reuse.
Capture leads automatically
Share a public form by link or QR code - no client login - and turn every submission into a lead straight in your Socket pipeline.
- →A public submission creates a lead in your Socket pipeline, with field mapping you control.
- →Share anywhere: a public link, a downloadable QR code, or embedded in your sign-up flow.
- →Resubmit de-duplication keeps the pipeline clean when someone fills the form twice.
Onboard clients without re-keying
Once a proposal is signed, send an onboarding form whose answers land straight on the client record - instead of being copied by hand across separate tools.
- →Send to one client from their record, or in bulk to many with a recipient-review step.
- →Collect documents and files - ID, accounts, statements - right inside the form.
- →Answers flow straight onto the client record, so nothing is re-keyed.
Track every response
See exactly where each form stands, with a complete, immutable trail from sent to submitted.
- →A stats row shows total, completed, in-progress, and not-started at a glance.
- →Scan all responses in one table, or open any single response in full detail.
- →Every form keeps a sent / viewed / submitted trail you can rely on.
The connected journey
From first enquiry to populated client record
A bolt-on form tool owns one slice of this and hands you the rest to re-key. Socket Forms runs the whole journey in one place.
Lead captured
A public form creates a lead in your pipeline - the same place you already work prospects.
Proposal signed
The lead becomes a client through the proposal and engagement letter flow you already run.
Onboarding form sent
An onboarding form goes out automatically, collecting the details and documents you need.
Client record populated
Answers land straight on the client record - no re-keying across separate tools.
Forms is a Socket add-on, priced the same as Socket Leads. 14-day free trial, no credit card required.
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