new
Forms & Conditional Logic
Introducing Task Forms!
Hubly's Forms help your firm:
- Turn key client info into actionable data
- Use common formatting, such as checkboxes, single-select drop downs, and numbers to make data entry a breeze
- Lay the groundwork for more advanced features, such as Conditional Logic within Workflows, to further automate your business
Check out this video to learn more!
For more details, click here