Client Inputs In, Reports Out — Automagically.
Collect client inputs via structured forms and turn them into workshop summaries, recommendations, or deliverables — fast.
Like having your own PA... with a PhD.
Generate forms from simple prompts.
Tell Fundi what you need — we'll build the form for you.
Chat with your data.
Ask questions and get instant insights from your submissions.
Turn data into polished reports.
Generate clean, client-ready reports in seconds.
Design your perfect report template.
Control layout, style, and structure — your brand, your rules.
Build once, reuse forever.
Create shareable, reusable form templates for your workflows.
Make it yours.
Add logos, colors, fonts — and use your own domain.
Collect data offline.
No signal? No stress. Fill in forms and sync when you're back online.
Stay on top of submissions.
Review, annotate, and export everything from one place.
Automate all the things.
Collect comprehensive client information, business details, and project requirements in minutes.
Got Questions?
How does Form Fundi help with client intake?
Form Fundi transforms your client intake process by creating AI-powered forms that collect all the information you need and generate reports. Our templates include client information, business details, project requirements, budget information, and supporting documents. The forms are branded with your consultancy logo and colors, making them look professional and trustworthy. You can customize them to match your specific consulting services and requirements.
Can I chat with my consulting form submissions?
Yes! Our 'AI Chat with Submissions' feature lets you chat with your consulting form submissions in plain English. Ask questions like 'What are the common project requirements?' or 'Show me a summary of this month's client intake' and get instant insights without manually analyzing spreadsheets.
How secure is the client data we collect?
Your client data is protected with enterprise-grade security. We're built on Google's Firebase infrastructure with encryption in transit and at rest, secure file storage, and strict access controls. Your clients' sensitive information is as secure as it would be with any major enterprise platform.
Can I customize the forms for different types of consulting services?
Absolutely! Form Fundi is designed to be flexible for different consulting specialties. Whether you do strategy consulting, technology consulting, financial consulting, or any other type of consulting, you can customize the forms to match your specific needs. You can add or remove fields, change the branding, and create different versions for different service offerings.
How do the AI-generated reports work for consulting workflows?
Form Fundi automatically converts your consulting form submissions into structured, branded reports. You can customize report templates for client summaries, project proposals, or internal team updates. Reports can be shared directly with clients, exported as PDFs, or integrated with your existing CRM and project management tools.
Can I collect feedback from clients after project completion?
Yes! Form Fundi includes templates for collecting comprehensive client feedback. Our consultant feedback form covers overall satisfaction, consultant performance, project deliverables, outcomes, project management, team collaboration, and future engagement likelihood. This helps you improve your services, build stronger client relationships, and gather testimonials for your consultancy.