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