HIPAA-Compliant Intake Forms Built for Mental Health Professionals
Create professional intake questionnaires, consent forms, and clinical assessments in 15 minutes. Mental health-specific templates, automated workflows, e-signatures, and prospect management. Built for therapists, counselors, and psychologists.
Professional intake forms designed for therapy.
Soli Forms gives mental health professionals everything needed to create, share, and manage client intake-with templates built specifically for therapy workflows, automation that saves time, and privacy controls that put you in charge.
Mental Health-Specific Templates
Pre-built forms for consent, intake questionnaires (individual, couples, family, child/adolescent), clinical assessments, treatment plans, and release of information. Customize any template to match your practice style.
Automated Workflows
Automations for core form workflows-confirmations and routing.
Privacy-First Architecture
Encrypted local storage with HIPAA-ready handling. You control access.
Soli Forms
Clean intake for small mental health practices.
Total price
$29/month
14-day free trial. Cancel anytime at no cost.
Fast form building with therapy-specific templates and a drag-and-drop builder
Secure by default with encrypted local storage and HIPAA-ready workflows
Prospect pipeline to track leads from inquiry → scheduled
Automations for confirmations, routing, and follow-ups (no-PHI messaging)
Easy publishing with embed snippets, allowed origins, and notifications
Built for mental health professionals-keep it only if it makes your work easier.
Everything you need. Nothing you don't.
Mental Health Templates
Pre-built templates for consent, intake, and assessment workflows-designed for mental health practices.
- Consent & policy forms (HIPAA notice, payment, cancellation, Good Faith Estimate)
- Intake questionnaires (adult, couples, family, child/adolescent)
- Assessment forms (customizable)
- Fully customizable templates for your therapeutic approach
Automation Flow Builder
Visual builder for core form workflows-confirmations and routing.
- Confirmation steps after submission (if configured)
- Routing based on form or selected answers
- Follow-up steps using simple rules
Prospect Management
Lightweight prospect list to track leads by name, contact information, and status.
- Lead list with contact + status
- Linked submissions for context
- Workflow statuses: new, contacted, scheduled, closed
Custom Branding
Upload your logo, set colors and fonts for client-facing forms.
HIPAA Compliance & Security
Encrypted storage and HIPAA-ready handling with BAA support.
E-Signatures
Clients sign forms electronically with timestamps for your records.
Multi-Device & Offline Capability
Clients can complete forms on desktop, tablet, or mobile. Offline access for drafts; sync when connected.
Ready to streamline your intake process?
Join mental health professionals who've moved to specialized, affordable intake software. 14-day free trial. No commitment required.
Local-first. Privacy-focused. Built for you.