FluidForms | AI Intake and Data Collection Software
FluidForms helps businesses automate data collection through dynamic interviews and document parsing. It is designed for teams in legal, healthcare, and HR that need to qualify leads or screen applicants.
At a glance
- Category
- Browse Operations tools
- Best for
- Legal services, Healthcare providers, HR and Recruiting teams, Customer support operations, Sales organizations
- Pricing
- FluidForms offers a free plan with 10 lifetime AI actions. Paid plans start at $49/month for Pro and $149/month for Business, with custom pricing for Enterprise.
- Key use cases
- Candidate Screening, Patient Intake, Lead Qualification, Document Review
- Integrations
- Zapier, Make, n8n, Slack, HubSpot
- Official website
- Visit FluidForms official website
FluidForms is an intake platform designed to move beyond traditional static forms. It uses AI to capture information through three different modes: standard fields for basic data, an interview mode that asks follow-up questions in real time, and an autofill mode that extracts data from uploaded files.
The tool is designed for organizations that handle high volumes of intake, such as legal firms, healthcare providers, and HR departments. It helps by interpreting uploaded documents—such as resumes, medical reports, or contracts—and asking clarifying questions to fill gaps in the information provided.
Beyond data collection, the platform can perform evaluations, such as scoring a candidate's resume against a job description or classifying the intent of a support ticket. This structured data can be sent to other business tools via webhooks or automation platforms.
Buyers should confirm their monthly volume of "AI Actions," as pricing and feature availability depend on the number of AI-driven sections processed per month.
Key Features
AI Interview Mode
Conducts dynamic, branching conversations and asks follow-up questions in real time based on user responses.
AI Autofill Extraction
Extracts structured data from uploaded PDFs, images, voice notes, and videos to populate form fields.
Document Intelligence
Interprets the context of uploaded files to support analysis, such as candidate scoring or risk assessment.
Standard Form Fields
Provides traditional static fields for capturing foundational data like names and email addresses.
Webhooks and Notifications
Sends form submission data to external endpoints and triggers email or Slack alerts.
Use Cases
Candidate Screening
Verifying applicant skills and explaining resume gaps through dynamic follow-up questions before the first interview.
Patient Intake
Parsing referral letters and insurance cards to extract clinical data and conducting pre-visit interviews.
Lead Qualification
Using AI to score leads and route them to sales or support teams based on form responses.
Document Review
Extracting specific entities and data from legal contracts, police reports, or project briefs.
Best For
- Legal services
- Healthcare providers
- HR and Recruiting teams
- Customer support operations
- Sales organizations
Integrations
- Zapier
- Make
- n8n
- Slack
- HubSpot
- Salesforce
- Notion
- Airtable
- Google Sheets
Pricing
FluidForms offers a free plan with 10 lifetime AI actions. Paid plans start at $49/month for Pro and $149/month for Business, with custom pricing for Enterprise.
FAQ
What is an AI Action in FluidForms?
- An AI Action is a unit of work representing a completed AI section, such as one AI interview (up to 10 messages) or one AI autofill section.
Can FluidForms process files other than PDFs?
- Yes, the AI Autofill mode is designed to extract data from images, voice notes, and video recordings.
Does FluidForms support HIPAA compliance?
- HIPAA compliance is available as an add-on for users on the Business plan.
Is there a free version of FluidForms?
- Yes, there is a Free plan that includes 10 lifetime AI actions and 100 responses per month.
Source category: Operations
Source subcategory: Workflow Automation
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Categories
Software Type
How AI is used
FluidForms is an AI-powered intake engine for businesses that need to automate data collection from forms and documents. It supports workflows like candidate screening and patient triage by using dynamic interviews and document extraction. Pricing is tied to the number of AI actions used per month.
Pros & Cons
Pros
- Supports multiple input types including audio and video files
- May reduce manual transcription of uploaded documents
- Supports high-level analysis like intent classification and scoring
- Offers a free tier for initial prototyping
Cons
- The Free plan is limited to 10 lifetime AI actions
- Direct Google Sheets integration is currently in development
- White-labeling and HIPAA compliance options are limited to Business and Enterprise plans
