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Automate complex forms & streamline client intake
CortexAI Forms transforms slow, manual paperwork into intelligent workflows — improving accuracy, reducing labor and making compliance seamless.

Industry‑Specific Solutions
Pre‑built templates for immigration, wealth management, HR and financial services streamline complex form workflows across industries.”

Dynamic Data
Capture
Customizable, logic‑driven questionnaires and role‑specific interfaces ensure accurate data capture for admins, professionals and clients alike.”

Smart Mapping & Secure Infrastructure
Automatically map inputs to government or regulatory PDFs, support bundled packages (e.g., I‑130 + I‑485 + I‑765) and deploy on secure, scalable cloud infrastructure.
Automate your most complex form workflows.
CortexAI Forms turns manual paperwork into streamlined, compliant processes that free up your team and improve client experiences.
Uncompromised Security & Control
Data Privacy & Security
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Azure-Native Architecture: Secure & Scalable
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ISO 27001 Certified
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No data leaves your environment
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Multi-role UX for granular access
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End-to-End Encryption: Protects data in transit and at rest
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​Compliance-Ready Infrastructure: Meets financial, legal, and healthcare data standards
Form Automation & Integrations
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Dynamic Questionnaires for precise data capture
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Form Mapping Engine for automated PDF generation
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Bundled Workflows for concurrent filing packages
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Flow Mapping for custom case types
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​Automatically checks completeness, formatting, and compliance before forms are generated or submitted.
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