LiveOperations
Smart Forms
Secure, token-gated onboarding forms for new client intake.
hub.amirbrooks.com.au/forms
The problem
Generic intake forms feel impersonal and manual data entry from emails is slow and error-prone.
What it does
Smart Forms delivers personalised, secure onboarding experiences to new clients via time-limited tokenised links. Each form is pre-filled with client details, handles expired or already-used token states gracefully, and feeds responses directly into the operational systems behind the scenes.
How it works
An admin generates a unique, time-limited token link for a new client. The client opens it, sees a pre-personalised form, fills in the details, and submits. The response feeds directly into the CRM and onboarding pipeline. Expired or used tokens show a clear, friendly error state.
Key features
Token-based secure access, each link is unique and time-limited
Pre-personalised forms with client name and context pre-filled
Graceful error handling for expired, invalid, or already-used links
Password-gate root for admin access control
Form submission feeds directly into backend workflows
Tech stack
Next.jsTypeScriptPostgreSQLDrizzle ORMTailwind CSS
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