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Forms & Data Capture

Structured data in, instead of a PDF attached to an email.

Also part of Data & Analytics and Marketing Automation.

The email-a-PDF-back workflow is still everywhere, and it’s the most expensive way to collect information: someone fills it in by hand, someone else retypes it, and half of them come back incomplete.

A properly built form solves the retyping and the incompleteness in one move. The data arrives structured, validated at entry, and already in the system it needs to be in.

What we build:

  • Intake and request forms — IT requests, leave, purchase approvals, room bookings, new client onboarding.
  • Applications and registrations — enrolments, memberships, grants, programs — with conditional logic so people only see the questions relevant to them.
  • Field capture — inspections, site visits, assessments, incident reports, working offline and syncing when there’s signal.
  • Validation at entry — required fields, format checks, lookups against existing records, and file uploads with size and type limits.
  • Payment collection where the form needs it.
  • Routing on submit — the record created in the right system, the right person notified, the approval chain started, and the submitter told what happens next.

The last one is what separates a form from a system. A submission that lands in a spreadsheet nobody watches is just a slower version of the email. We wire the whole path, and put a status view in front of the submitter so they stop calling to ask where their request is.

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