Forms that arrive ready to file
Send any form with the upload link. They fill it in and sign on their phone; you get a clean PDF with a SealDrop reference and QR code.
Ready-made starter forms
Clinics and health practitioners
- New patient intake
- Pre-appointment questionnaire
- Consent to email and text communication
- Authorization to transfer medical records
- PHQ-9 (depression screening)
- GAD-7 (anxiety screening)
Law, immigration, insurance, mortgage, real estate, accounting
- New client intake (legal)
- Client identification (legal)
- Authorization to release information
- Client details and consent to collect
- Immigration document checklist
- Family information (immigration)
- Education, work and personal history
- Insurance application
- Claim report
- Auto insurance: drivers and vehicles
- Mortgage application
- Mortgage renewal or refinance review
- Client identification (real estate)
- Home buyer questionnaire
- Rental application
- Personal tax return checklist
- Small business client intake
Each organization sees the forms for its kind of business. Edit, duplicate or build your own: text, choices, yes/no, dates and signatures; ask for date of birth (and PHN in healthcare).
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Questions
Can patients fill in the PHQ-9 online?
Yes. Clinics can send the PHQ-9 starter form; answers arrive as a PDF showing each item’s score.
Do answers stay in SealDrop?
No. Answers are deleted with the files once you’ve filed them, and within 35 days at the latest.