Collect client updates, documents, and structured data in one place, without forcing everything into a one-size-fits-all template. Smart Forms let you mix and match the right field types for the job, including file uploads, single and multi-select picklists, dates, numbers, and currency, so every submission comes in clean and consistent. And this is just the start. Smart Forms can enrich submissions using CRM and document data, so the form doesn’t just collect information, it helps complete it. The result is faster follow-up, fewer manual handoffs, and a smoother path from “submitted” to “done.”