Forms, check-ins & reports
updated 2026-06-13
Section

Forms, check-ins & reports

Build forms and questionnaires, collect onboarding intake and weekly progress check-ins, watch the numbers and photos build up in each client's profile, and let an automation draft an AI progress report for you to approve.

This is how you gather information from clients and turn it into something useful — from the first intake questionnaire, to weekly progress check-ins, to an AI-drafted report on what changed.

It’s one connected flow. You build a form once in your Vault; a client fills it (at onboarding, or on a weekly check-in); their answers land in their profile as a dated entry you can track and compare; and an automation can analyse a new progress entry and draft a report for you to review before anything reaches the client.

Build a form in your Vault Client fills it onboard / weekly Lands in profile track & compare Automation analyses it AI report you approve
From a questionnaire to an approved report — one connected flow. Nothing reaches the client until you say so.

Three guides:

Building forms

Create intake questionnaires, surveys and check-in forms — pick a layout, add from eleven question types, map check-in answers to tracked metrics, then start from a template and share or assign.

Check-ins & progress tracking

Use forms as onboarding intake and weekly progress check-ins, see exactly what gets tracked, log entries yourself, and compare a client's numbers and photos over time.

Automations & AI reports

Set up the Progress Report automation step by step — choose its trigger, what the AI reads, and the report it drafts — then review, edit and approve each report before anything reaches the client.