FormWise

About FormWise

FormWise is infrastructure for productising expertise. Its target user is a consultant, coach or agency whose methodology currently lives in static PDFs, scattered prompts and one-to-one calls, and whose constraint is that clients want their thinking but they only have so many hours. FormWise turns that methodology into three deliverable shapes. SmartForms are guided intake forms where the client fills in structured inputs, those inputs flow through a workflow of prompt nodes grounded in your uploaded knowledgebases, and the output renders through a template you control into an editable, downloadable artefact — a plan, a report, an audit — rather than a chat thread. CoPilots are chat agents with one specific job that walk a client through a process applying your decision logic. Toolsets bundle these into a branded portal clients can be charged to use, with monetisation, embedding and per-customer memory built in. Model choice is open across Claude, OpenAI, Gemini and Mistral, and no API key is required on any plan. Knowledgebases accept PDF, CSV and TXT sources plus URL and YouTube ingestion, all unlimited on paid tiers. The Agency tier adds native HighLevel/GHL integration and customer-level integration connectors for delivering across client accounts, which is the specific plumbing an agency needs and a generic agent builder does not ship. The vendor reports 10,000+ operators and about five minutes to a first product.

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