Serene

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Form builder

Build intake forms and assessments with AI.

Create intake forms, consent documents, and assessments by describing what you need in plain language. Serene's AI form builder drafts and edits the form for you, and responses flow straight into the client's record.

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Most therapists are stuck with generic intake forms that never quite fit their practice. Serene lets you build your own by talking to an assistant rather than wrestling with a form editor. Describe the fields you want, ask it to reorder or add questions, and watch the form update live. When a client completes it, the answers become part of their record with no re-typing or scanning.

AI form builder

Describe the form, and it builds it

Instead of dragging fields around, you tell the assistant what you need, such as add an email field, move personal details to the top, or include a consent section. It edits the form conversationally with a live preview beside the chat, so building a tailored intake takes a conversation rather than an afternoon.

  • Build and edit forms by describing them in plain language
  • Live preview updates as the form changes
  • Reorder, add, and remove questions through the assistant

Every question type

Rich field types for real clinical forms

Forms support the field types a real intake needs: short and long text, multiple choice, checkboxes, dropdowns, ratings, rankings, file uploads, and a signature pad for consent. Validation and grouped sections keep long forms clear, so a full intake or informed-consent document holds together.

  • Text, choice, rating, ranking, file upload, and signature fields
  • Validation and grouped sections for longer forms
  • Signature capture for consent documents

Templates and records

Start from a template, land in the record

Begin from ready-made templates for intake, feedback, and a full informed-consent document, then adapt them to your practice. Completed responses flow into the client's record and assessments, so a form a client fills in before the first session is already part of their history when you meet.

  • Intake, feedback, and informed-consent starting templates
  • Send forms for clients to complete before a session
  • Responses attach to the client record automatically

FAQ

Questions about the form builder.

No. Serene's form builder is AI-driven. You describe the form you want in plain language and the assistant drafts and edits it for you, with a live preview. You can still fine-tune individual fields, but you are never starting from a blank editor.

Intake forms, assessments, feedback forms, and informed-consent documents. Forms support text, multiple choice, checkboxes, dropdowns, ratings, rankings, file uploads, and signature capture, so they cover everything from a quick screener to a full consent document.

Responses flow into the client's record and assessments automatically, so a completed intake becomes part of the client's history without any manual re-entry.

More of Serene

Part of one platform for your whole practice.

Client portal

Clients complete forms and assessments in their secure portal.

Client management

Form responses land in complete client records.

AI therapy notes

Turn each session into a structured clinical note.

Get started

Build the intake your practice actually needs.

Start free and create custom forms by describing them, with responses that land in the client record.