Smart Secure Forms
Forms That Don’t Just Collect Data — They Complete WorkflowsSmart Secure Forms capture sensitive information securely, keep workflows moving with bidirectional collaboration, and integrate seamlessly into the systems your teams already use.
The Proof Is In The Numbers
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2 KActive organizations
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10 MActive users
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32 %Support reduction
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48 %Efficiency gain
Why One-Way Secure Forms Fail Regulated Industries
Traditional secure forms and common online form tools (Google, Microsoft, PDFs, email attachments) stop at data capture. Once submitted, the process stalls until someone manually reviews it, creating delays, errors, and compliance risks. In regulated workflows like onboarding, claims, or patient intake, these bottlenecks cost time, money, and trust.
Bidirectional Exchange
Smart Secure Forms are encrypted, online forms that don’t just capture data, they move work forward. Every submission becomes the start of a secure conversation: acknowledgments, ticket numbers, reviewer corrections, even policy-driven routing, all handled in the same governed environment.
This creates a flywheel effect: each secure exchange fuels the next, reducing friction, strengthening compliance, and driving adoption across the enterprise.
Hardened Security with Compliance at Its Core
Smart Secure Forms follow enterprise security best practices, ensuring they meet industry regulations, like HIPAA and FINRA/SEC 17a-4. Security isn’t an afterthought, it’s built in:
Encryption Standards
TLS 1.2+ encryption in transit, AES-256 at rest.
Identity & Access Control
Role-based access (RBAC), MFA, and granular permissions.
Governance & Compliance
Immutable audit trails, submission logs, and data residency options.
Certifications & Alignment
HITRUST CSF® certified, SOC 2 aligned, with PCI support where required.
Accelerate with JenAI Create
Build encrypted forms in minutes from PDFs or natural language prompts with generative AI-enhanced form creation. Reduce IT backlog and launch faster.
Work Where Your Teams Already Work
Forms shouldn’t create new silos. With Smart Secure Forms, submission data and file transfers flow directly into the systems your teams use every day:
- Dynamics 365 & Microsoft 365 (SharePoint, Outlook, Teams)
- Salesforce & CRMs
- Ticketing platforms, case systems & custom apps
- EMRs & healthcare platforms for providers
Employees stay in familiar environments while workflows stay compliant.
From Intake to Completion — Without the Bottlenecks
Whether capturing credit card information, validating identity details, or processing health information, Smart Secure Forms keep sensitive data protected throughout the submission process:
Customer Onboarding
Securely gather PII, tax IDs, and account details; confirm instantly and return for corrections if needed.
Claims Processing
Collect incident reports and attachments, reviewers mark errors in-line and send back securely, reducing delays.
Employee Onboarding
HR requests and receives sensitive personal data (SSNs, benefits forms, and identity documents) with compliance built-in.
Customer Service
Secure ticket numbers and threaded responses delivered in real time.
Simple for Users. Seamless for Enterprises.
Embedded Access
Launch forms directly in secure portals, apps, or emails.
Responsive Form Design
Display forms as full pages or compact cards, and ensure optimal viewing on any device, from mobile to desktop.
Customizable Branding
Match color schemes, button labels, and layouts to your brand.
Secure File Uploads
Accept PDF, XML, CSV, ZIP and image attachments, encrypted in transit and at rest.
Effortless Access
Users click a link and complete forms without creating new accounts or learning new systems.
Replace Legacy Processes Without the Pain
Digitize existing PDFs or email-based processes into secure, trackable workflows. Teams can replicate existing forms and processes, reducing retraining and cutting transition costs.
Solutions for Every Regulated Industry
Financial Services
Speed up customer onboarding, loan applications, and compliance reviews while supporting PCI or FINRA requirements.
Public Sector
Gain Deeper Insights with JenAI Connect
Securely stream submission data directly into Microsoft Fabric or your BI tools for advanced analytics, ML models, and trend detection.
“When our requirements didn't quite line up with the available technology, DataMotion was willing and able to enhance and customize their solution to ensure we had exactly what we needed. That spoke volumes about their technical agility and commitment to their customers.”
Frequently Asked Questions
What makes Smart Secure Forms different from a standard secure form builder?
Unlike traditional secure forms that only capture data, Smart Secure Forms enable secure, bidirectional exchange. Reviewers can request form corrections, add comments, and complete workflows, all within an encrypted, compliant environment.
Are Smart Secure Forms compliant?
Yes. We support HIPAA, GDPR, CCPA, SOC 2, HITRUST CSF® and can provide BAAs and configurable retention to meet FINRA/SEC 17a-4 and PCI requirements where needed.
Can Smart Secure Forms integrate with my existing systems?
Absolutely. Submissions flow directly into Dynamics 365, Microsoft 365, Salesforce, EMRs, and other CRMs or ticketing systems; no manual exports required.
How do AI-enhanced forms work?
With JenAI Create, you can build forms in minutes by converting PDFs or natural language prompts into structured forms. AI can also pre-fill fields, suggest corrections, and streamline the reviewer flow to speed completion.
How quickly can we migrate our existing forms?
Most teams begin converting PDFs and legacy forms in days, using JenAI Create and the low-code form builder to preserve submission fields and workflows with minimal retraining.
Certifications
