Services / Workflow automation and forms

Paperwork, approvals and follow-ups that run on their own

Requests, intake, signatures and approvals connected end to end, so every submission lands where it belongs and the next step starts by itself. Built on the tools the team already pays for.

Book a 20-minute call See the client work

Block-print illustration for workflow automation and forms

What this covers

Online intake and consent, HIPAA-compliant where patient data is involved
Approval chains with signatures and reminders
Scheduling and requests that update the calendar
Submissions flowing into Sheets, CRMs and QuickBooks

5.0100% Job SuccessTop Rated37 jobs466 hoursUpwork

Client work

Real projects, named by sector and region.

Healthcare · CaliforniaLive

Unused OR hours now release themselves 48 hours ahead

Before: Surgery requests and OR availability went back and forth by phone and email. Unused OR time sat empty, and cancelled patients still got pre-op emails.
What we built: Online surgery request flow
OR availability on the web
Unused hours released automatically 48 hours ahead, with an email notice
Pre-op emails stop for cancelled patients
Bounced emails filtered out
Result: Live. Doctor capacity is up 2.5x and weekly operations up 220%. Open OR time is released on its own, and nobody chases patients for paperwork anymore.

2.5x doctor capacity220% more weekly operations48h automatic release of unused OR time

Healthcare · IndianaLive

HIPAA patient forms and daily dashboards, in one place

Before: Patient paperwork was printable PDFs, daily tracking was done by hand, and forms, website and payments were separate steps.
What we built: HIPAA-compliant patient forms
Daily tracking dashboards
A website the team edits themselves
Payment form
Result: Live. Client flows run on their own, so a smaller team handles more clients with processes it can track.

Healthcare · TexasLive

Paper intake replaced by automatically signed PDFs

Before: Patients filled in intake and consent on paper forms.
What we built: Online intake and consent
Signed PDFs generated automatically
Records locked for security
Prescriptions issued as formal signed documents
Result: Live since July 2026. The paper forms are gone, and the prescriptions the doctor writes now go out as formal, signed documents.

LegalLive

14 intake questionnaires became one guided flow

Before: New clients faced 14 separate intake questionnaires.
What we built: One guided intake flow replacing the 14 questionnaires
Only asks what applies to the case
Result: Each client's process is easier to track and control, which made the whole office more efficient.

14 questionnaires merged into 1 flow

Distribution · Sydney, AustraliaDeliveredRepeat client

Warranty process with serial checks, connected end to end

Before: Warranty requests ran through email, as separate steps, with serial numbers checked by hand.
What we built: Warranty process connected end to end with Jotform forms
Integrations and automations across the supply chain workflow
Serial number checks
Result: Delivered for a distributor of Philips and Samsung brands. Warranty processing runs 3.4x faster, and the client restarted the contract twice.

3.4x faster warranty processingJotform

Operations · TennesseeDeliveredRepeat client

Quarterly KPI reviews across departments, prefilled and signed

Before: Employee KPI evaluations were built by hand and chased over email.
What we built: Quarterly KPI evaluation workflows across departments
Prefilled tables
Employee self-review and manager forms
Evaluator signature emails
Result: Delivered. The quarterly evaluation went from a month to 2 days, and every department's progress is trackable.

1 month to 2 days per quarterly evaluation

“Before, our staff spent hours chasing patients for paperwork before every procedure. Now intake is done before they walk in. Our doctors see 2.5x more patients and our weekly operations are up 220%. The work we started with Buri keeps improving and keeps responding to what our clinic needs. Amazing partner who takes ownership to work with!”

Upwork client · OR scheduling and patient intake