At Counsel Compass, we know that managing client forms can be a hassle—especially when you’re dealing with piles of paper and countless versions of documents. That’s why we’re excited to introduce an easy-to-use feature that will completely transform how you create and manage your client forms: the Drag-and-Drop Forms Editor!
Here’s how this new feature helps streamline your practice:
- Effortless Form Creation: Creating custom forms has never been easier. Whether you need intake forms, assessment tools, consent forms, or feedback surveys, you can build exactly what you need in minutes. Simply drag and drop different fields—like text boxes, checkboxes, or signature fields—into place to design the perfect form for your clients.
- No More Paperwork: Forget about managing stacks of paper! With Counsel Compass’s forms editor, all your client forms are stored securely within the platform. You’ll never have to worry about losing a document or scrambling to find the right version. Everything is organized, digital, and ready to access whenever you need it.
- Customizable to Fit Your Practice: We understand that every practice is different, which is why Counsel Compass allows you to fully customize your forms. Add your own fields, instructions, and branding to make sure the forms fit your workflow and client needs. Whether you’re looking for a simple intake form or a detailed assessment, the drag-and-drop editor lets you make it your own.
- Instant Client Access: Once your form is created, you can easily share it with your clients. Send a link to the form via email or have them access it directly through the Counsel Compass portal. Clients can fill out their forms at their convenience, eliminating the need for in-person paperwork or lengthy email exchanges.
- Secure Storage & Easy Access: All forms are stored securely in the Counsel Compass platform. You can easily access completed forms anytime, track which forms have been submitted, and keep everything in one centralized location. This feature is especially helpful for keeping track of client progress over time.
- Time-Saving Automation: Once your forms are set up, Counsel Compass automatically tracks when forms need to be completed or updated. No more chasing down clients for paperwork—they’ll receive reminders when it’s time to submit their forms. Plus, completed forms are automatically saved to the client’s record, so everything stays organized and up to date.
This new feature is designed to save you valuable time and reduce the stress of paperwork management. Whether you’re a solo therapist or part of a larger practice, the drag-and-drop form editor allows you to streamline your processes and keep everything organized.
We’d love to hear from you! What types of forms have you found most useful in your practice? How do you currently manage your client forms? Share your experience with us in the comments below!