AI-Native System of Records

Your AI-powered
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The AI-native platform that builds forms, automates workflows, and manages records — with an intelligent assistant at every step.

Get Started FreeExplore Features

Everything you need to streamline your records

Powerful features designed to simplify complex business processes

01

AI Assistant Everywhere

An intelligent AI copilot embedded in every part of Sorsora — generate forms from a prompt, automate flows with natural language, and get instant answers about your data.

Sorsora AssistantAI
Ready for the next step.
Create a patient intake form for my clinic|
Web0% used
SummariseDraft emailCreate checklistAsk about dataSuggestions
Patient Intakedraft
Full name
Sarah Chen
Date of birth
04 Mar 1988
Insurance provider
Aetna
+ 9 more fieldsSubmit
02

Drag & Drop Form Builder

Create beautiful, responsive forms with an intuitive visual builder — or let AI suggest fields and layouts based on your use case.

Patient Intakepublishedv18Edit with AI
Full name
Single-line text · Required
Email
Email input · Required
Insurance type
Single-select card group · Required
Visit reason
Dropdown · Optional
Medical history
Multi-line text · Optional
03

Workflow Automation

Design powerful automated flows that connect forms, triggers, and actions. AI recommends optimal triggers and detects bottlenecks.

Form submittedStart
Trigger: new submission
Default
0 in / 1 outstart
AI reviewAI
Summarize & score
SuccessError
1 in / 2 outai_review
Notify teamAction
Action: create notification
Success
1 in / 2 outnotify
Last run 2m ago · 124 runs today · 100% success
04

Real-Time Analytics

Track submissions, monitor workflow performance, and surface insights. AI detects anomalies and generates plain-English summaries.

Submissions over time
TrendPatient Intake
+24%
May 14May 26Jun 10
05

Enterprise Security

Bank-level encryption, compliance-ready infrastructure, and role-based access keep your data protected.

Roles & permissions
Access
AAdminFull access
BBrokerCreate & edit
VViewerRead only
SOC 2GDPRAES-256
06

Ready-Made Templates

Launch faster with 50+ industry-specific templates — or let AI generate a custom template from a single prompt.

Patient Intake
24 fields · 3 flows
Vendor Onboarding
16 fields · 3 flows
Loan Application
28 fields · 4 flows
Guest Check-in
9 fields · 2 flows
Admissions
26 fields · 3 flows
Rental Application
19 fields · 3 flows
KYC / Identity
17 fields · 3 flows
Quality Inspection
15 fields · 2 flows
07

Integrations & API

Connect Sorsora to Slack, HubSpot, Stripe, Zapier, and 100+ tools. Or use our REST API and webhooks for custom integrations.

Slack
HubSpot
Stripe
Zapier
Notion
GitHub
SlackNew submission posted to #opsjust now
StripeInvoice paid · €2,4004m ago

Smart Conditional Logic

Skip questions, branch flows, and personalize fields based on previous answers — no code required.

Team Collaboration

Shared workspaces, real-time editing, comments, and granular permissions.

Audit Logs & Versions

Every change is tracked. Roll back forms and export full audit trails for compliance.

Three quick steps

From setup to scale in three steps

Get up and running in minutes, not months

1

Design Your Forms

Use the visual builder to craft custom forms — or just describe what you need and let AI generate the form for you.

“A client intake form with e-signature”
Full name
Single-line text · Required
Email address
Email input · Required
Signature
E-signature · Required
2

Automate Your Flows

Connect forms to powerful workflows. AI suggests optimal flows based on your form structure and business context.

Form submittedStart
Trigger: new "Client Intake" submission
DefaultDefault
0 in / 1 outstart
AI reviewAI
Score & summarize the submission
DefaultSuccessError
1 in / 2 outai_review
Notify teamAction
Action: create notification
DefaultSuccess
1 in / 2 outnotify
3

Scale Your Business

Deploy instantly and scale with confidence. AI continuously monitors performance and recommends improvements.

Submissions
+132%
99.9% uptimeAuto-scalingAI insights

Templates for every industry

Pre-built forms and workflows so you can launch in minutes

Your industry

Insurance Brokers

Policies, claims, renewals, and commission tracking for brokerages and MGAs.

~14 min to launch
BrokeragesMGAsAgenciesUnderwriters

Forms included (4)

Client Application
18 fields

Company details, contacts, risk profile, and document upload.

Policy Record
26 fields

Insurer, product, premium, cover dates, and payment schedule.

Claim Notification
15 fields

Incident details, photos, third parties, and loss estimate.

Renewal Quote
12 fields

Prior premium, adjustments, and side-by-side insurer comparison.

Workflows included (3)

Renewal sweep

Find expiring policies → draft quotes → route for approval.

Claim triage

Severity scoring, insurer notification, and adjuster assignment.

Payment reconciliation

Match installments to policies and chase whatever falls late.

Start with this template
Trusted by teams worldwide

Built for scale, loved by teams

01

10K+

Forms created

Built across our platform

02

500+

Organizations

Trust Sorsora daily

03

24/7

AI assistant

Always-on copilot

04

99.9%

Uptime

Enterprise-grade SLA

SOC 2·GDPR·HIPAA-ready·99.9% SLA·Region-pinned data

Ready to work with AI?

Your AI-powered system of records is one click away. No credit card required — get started in minutes.

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