FluidForms replaces static intake forms with AI-driven interviews and document extraction, with a free plan and paid tiers starting at $49/month.
FluidForms is a form-building platform that replaces traditional static intake forms with AI-driven conversations. Instead of presenting every applicant with the same fixed list of fields, the platform can dynamically add follow-up questions based on previous answers, aiming to reduce abandonment and capture more complete, structured data on the first attempt.
A key part of the product is document intelligence: users can upload PDFs, scanned documents, or photos of handwritten notes, and FluidForms extracts the relevant fields automatically rather than requiring manual re-entry. The platform blends this AI layer with conventional static form fields, so most forms mix a handful of adaptive AI sections with standard input fields.
The adaptive interview mode is the platform's core differentiator, asking clarifying questions in response to vague or incomplete answers the way a human intake coordinator would, rather than simply flagging a required field as blank. Document intelligence extends this to file uploads, pulling structured data out of contracts, medical forms, ID documents, and similar paperwork.
FluidForms ships pre-built templates for specific verticals, including legal intake, healthcare intake, HR and recruiting, government and compliance, customer support, and therapy or coaching intake. Native integrations and webhook support connect submitted data to Zapier, Make, n8n, Salesforce, and Airtable, so intake data can flow directly into a firm's existing CRM or case management system.
The Free plan costs nothing and includes 10 lifetime AI actions, 100 responses per month, one file upload per response up to 5 MB, and a single user, with standard FluidForms branding on forms. It's positioned as a way to test the AI interview and document intelligence features before committing to a paid tier.
The Pro plan is 49 dollars per month and raises the ceiling to 100 AI actions per month, unlimited responses, larger file uploads, and email support with minimal branding. The Business plan starts at 149 dollars per month with 500 to 4,000 AI actions per month, multiple users, white-labeling, priority support, and an optional HIPAA compliance add-on, while Enterprise tiers add custom API access, SSO, and dedicated support at custom pricing.
An AI Action is a unit of AI-driven work, such as an adaptive follow-up question or a document extraction, that counts against a plan's monthly (or lifetime, on the Free plan) allowance.
Yes, its document intelligence feature is designed to extract data from uploaded PDFs, scanned forms, and photos, including handwritten notes.
It connects via native integrations with Salesforce and Airtable, plus Zapier, Make, and n8n for broader automation, and webhooks for custom setups.
A HIPAA compliance add-on is available on the Business plan for healthcare organizations handling protected health information.
Plans scale by monthly AI Actions and response volume, from a Free plan with 10 lifetime actions up through Pro, Business, and custom Enterprise tiers.