Atlas CirrusOne fix at a time.
Paperwork done before they walk in.
Paperwork automation sends the right forms before the first visit or job, collects signatures and files the answers where your team needs them, so nobody retypes a clipboard. It is a custom automated system on the Pro plan at $700 a month. One-time setup is $500-1,500, and clinic intake uses the same plans.
Why it matters
Data entry is the quiet thief of the workday: the clipboard at the front desk, the PDF someone prints and re-types, the signature you forgot to collect. Moving it online and before the visit saves time on both sides of the counter.
How online paperwork works
- 1
We gather your forms
New customer info, agreements, waivers, checklists, whatever you hand people today.
- 2
We turn them into easy online forms
Phone-friendly, with e-signatures, sent automatically when someone books.
- 3
Answers land where they belong
In your system, a shared folder or an email summary, so nothing gets retyped.
Clinics and service businesses need different things
For clinics, intake forms need privacy care: secure storage, the right access, and a vendor that will sign a business associate agreement where required. We’ll go over options during the free checkup.
For contractors and property managers, it covers estimates, change orders, waivers and job checklists, with photos attached from the job site.
What’s included
- Your existing forms rebuilt for phones
- E-signatures where you need them
- Automatic sending when someone books
- Answers filed to your system or folder
- Reminders for forms that aren’t finished
- Founding clients get 30-50% off the first few months in exchange for a testimonial.
No surprises: this is included in the Pro plan at $700/mo. One-time setup is $500-1,500. Founding clients get 30-50% off the first few months in exchange for a testimonial. Pricing details.
How it can work
A new client books a consultation → gets a text with a 3-minute form → signs on their phone → the answers appear in your client folder before they arrive.
— we’d sketch it out with you
Works with what you have
Google Workspace and Microsoft 365 folders, common e-signature tools, and many practice and job-management systems.
Paperwork & intake: common questions
How do I automate new-patient paperwork?
Is online intake secure?
What if a customer doesn’t fill it out?
Can people still use paper?
Do my forms need to change?
How long does setup take?
So, what's stealing your time?
Tell us one thing. A real person reads it and gets back to you, usually the same business day.