> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/forms.md).

# Forms

## 📖 Form Requests

rubica Forms is a suite of client-facing forms designed to streamline data collection and onboarding. Each form is white-labelled to your business branding via your site configuration, so to your clients it looks and feels like a custom-built experience - but behind the scenes it's powered by the rubica architecture, interacting directly with your database.

When a client completes a form, their responses are written straight back into your CRM, eliminating manual data entry. Real-time progress tracking keeps your team informed, and on completion, rubica automatically generates an AI summary file note and a visual entity map.

### Available Form Templates

rubica Forms currently includes the following templates, with more on the way:

| Template                      | Status         |
| ----------------------------- | -------------- |
| Tax Onboarding                | ✅ Available    |
| Financial Planning Onboarding | ✅ Available    |
| NPS                           | ✅ Available    |
| Risk Profile                  | 🔜 Coming Soon |
| Insurance Pre-Assessment      | 🔜 Coming Soon |

All form templates inherit your business branding automatically. The forms pull your site configuration so that colours, logos, and styling are consistent with your brand. No additional setup required.

## Build your own forms

You can also build your own forms, with rules, pre-fill and your own colours. See [Building a Form](/households/forms/building-a-form.md) and [When a Form Comes Back](/households/forms/when-a-form-comes-back.md).