PlatoForms

Web · API · paid plans from $10/mo

Freedom report

Two barsScore 6.4

Free tierA free tier is on its own pricing page
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

PlatoForms is ranked #6 of 27 in client intake software on Freedom251. It runs on API, Web. There is a free plan. A free trial is offered. Paid plans start at $10/mo.

PlatoForms plans and pricing

All plans

Free Free 1 live form · 100 submissions/mo · 100 MB storage · 2 members · 10,000 AI credits/mo platoforms.com · 1 Oct 2026

Bronze $10/mo Billed $120 / yr 2 live forms · 1,000 submissions/mo · 10 GB storage · 5 members · 5,000 API calls/mo · 30,000 AI credits/mo platoforms.com · 1 Oct 2026

Silver $30/mo Billed $360 / yr 20 live forms · 10,000 submissions/mo · 100 GB storage · 20 members · 50,000 API calls/mo · 80,000 AI credits/mo platoforms.com · 1 Oct 2026

Gold $80/mo Billed $960 / yr 100 live forms · 100,000 submissions/mo · 1,000 GB storage · 50 members · 500,000 API calls/mo · 160,000 AI credits/mo platoforms.com · 1 Oct 2026

Compared on client intake software

Free plan: Yes
Paid from: $10/mo
E-signatures: Yes
Document uploads: Yes
Workflow automation: conditional
Payment collection: Yes
Custom branding: Yes

Best PlatoForms alternatives

See all 12

Two bars Intake Free tier No. 1$19/mo6.6 One bar ClientLoop Free tier No. 2£35/mo6.4 One bar FlowyForm Free tier No. 3$29/mo6.4 One bar FormsHQ Free tier No. 4$29/mo6.4 One bar Onvoy Free tier No. 5$29/mo6.4 One bar Portico Free tier No. 7$29/mo6.4

The record

Core product: PlatoForms converts existing PDFs into online forms and returns a completed PDF in the original format after submission.
AI capabilities: Its AI detects PDF fields and can generate document sections, fields, and signature blocks from a description.
Form modes: Forms can use a classic layout or a conversational one-question-at-a-time experience.
Templates: PlatoForms offers more than 2,000 ready-made form and document templates.
Integrations: Integrations include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal, Square, Zapier, Make, Integrately, and Pabbly.
API: Its REST APIs support programmatic submissions, prefilled fields, completed-PDF webhooks, invitations, and form management.
Payments: Stripe, PayPal, and Square payments can be collected directly in forms, and PlatoForms states it charges no additional transaction fees.
Security: The Trust Center states that data in transit uses TLS 1.2 or higher with 256-bit encryption and stored data uses AES-256 encryption.
Compliance: The Trust Center lists HIPAA, GDPR, CCPA, FERPA, HECVAT, WCAG 2.1 AA, and other compliance or privacy frameworks, with BAAs available for Silver and Gold plans.
SOC 2 status: PlatoForms states that SOC 2 Type II certification is on its roadmap, while its AWS infrastructure maintains SOC 2, ISO 27001, and FedRAMP certifications.
Support: The contact page says PlatoForms typically responds to support, sales, and pricing inquiries within one business day.
Audience: The company says the platform is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations worldwide.
Data retention: Free and trial accounts have a fixed three-month retention period, while premium plans can choose retention from seven days to forever.
Headquarters: Sydney, Australia
Price from: $10/mo

Where it ranks on Freedom251

Best Client Intake Software in 2026#6 of 27
Best PDF Form Software in 2026#11 of 27

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Sources

platoforms.com· checked 1 Oct 2026
platoforms.com/about-us/· checked 1 Oct 2026
platoforms.com/pdf-into-fillable-forms-add-ons/· checked 1 Oct 2026
platoforms.com/pricing/· checked 1 Oct 2026
platoforms.com/security/· checked 1 Oct 2026
platoforms.com/contact/· checked 1 Oct 2026