Using Smart Forms in Jump

Who can use this feature?

Users on Onboard

Smart Forms provide a secure, reusable way to collect client data, auto-fill forms with information from meetings or documents, and sync reviewed information to supported connected systems, including CRMs and supported Financial Planning integrations. Common use cases include:

New client onboarding: Collect address, SSN if needed, date of birth, and file uploads before account opening.
Annual reviews: Ask clients to confirm or update key data before meetings.
Insurance or financial planning updates: Gather new policy numbers, coverage details, or income changes.

You can create forms in Jump with both mapped and unmapped fields, file uploads, and mobile-friendly completion.

Send forms before a meeting to have clients enter their information, and use Jump to auto-suggest values from captured meetings to reduce manual entry. Then, sync mapped fields to your CRM with just one click.

Where to find Forms

Jump has a dedicated Forms page accessible from the main navigation on the left hand side. This is your central hub for managing all form activity and templates.

The Forms page has two tabs:

Form Activity: View all form instances you've sent, including delivery status, filling progress, and enrichment source details. Use this tab to monitor outstanding forms, open submissions for review, and take action on existing form instances.
Templates: Build and manage your reusable form templates. This is an alternative to accessing templates via Profile & settings, and works the same way.

Where to build Forms

You can access form templates from the Forms page. Click the Templates tab in the main navigation.

You can also duplicate an existing template by clicking into the menu of a template and clicking Duplicate.

How to build Forms

To create a new form, navigate to Forms > Templates. Click the + Create new button.

In the new window that opens, enter a Form Title and Instructions for Client shown at the top of the client-facing form.

Example title: “Client Information Form”
Example instructions: “Please complete this form before our upcoming review.”

Note: Both the title and the instructions will be visible to the form recipient, not just the Jump user. We recommend making these fields something generic and applicable to anyone who might receive the form.

Then, add an Email invitation. Fill out the subject and body, which will become an email template that’s sent with the secure form link every time you send this form to a client.

You also have the option to map fields to multiple CRM objects.

Note: If you are using Advyzon, you are only able to update Contact Records. This is an Advyzon limitation and may be expanded in the near future.

Without mapping, simply enter a Field Title of your choosing and click out of the field when you’re done typing. This means you’ll need to manually copy over the client’s information to the CRM after they submit the form.

To map a field to an object in your CRM, start typing in the Field Title, then select the corresponding field in your connected CRM.

If a form field is mapped to your CRM, upon reviewing the client’s form submission, you can click one button to update their contact in your CRM.

For each field, you can also enter a Field Description. This is the text that will show up in the empty box on the form before it’s filled out.

Using the dropdown in the bottom left-hand corner, choose the field type.

This determines the formatting, making it easier for clients to complete. Supported field types include:

Text input: e.g., “First Name”
Number: e.g., “Annual Income” (supports currency and decimals)
Date: e.g., “Date of Birth” (date picker)
Single Select: e.g., “Have you worked with an advisor before?” (Yes/No or custom list)
Multi-Select: e.g., “Which services interest you?”
File Upload: e.g., “Upload recent account statements” (one or more files)
Boolean: e.g., “Are you married?” (True/False)
Group: e.g., "Upload your documents" (group for file upload of statements, tax docs, etc.)
Repeatable group: e.g., "Beneficiaries" (client adds as many entries as they need)

Add as many fields as needed. Use the Options dropdown to make it a Required field or Duplicate the field. You can also reorder (drag and drop) or Delete fields at any time.

To reorder a field within the form, click and hold on the six dots on the field and move it where you'd like it to go in the form.

Within this screen, you can also duplicate groups of fields or fields by clicking Options > Duplicate.

Add all of your desired fields for the given form, then click Save before closing. Clicking Cancel will discard your work.

Using repeatable groups

Some information varies in quantity from client to client. One client may have two beneficiaries and the next may have six. Rather than building out "Beneficiary 1," "Beneficiary 2," and "Beneficiary 3" and hoping you guessed high enough, you can create a Repeatable group — you define the fields once, and the client adds as many entries as apply.

Repeatable groups work well for:

Beneficiaries: name, relationship, date of birth, percentage
Dependents: name, date of birth
Accounts, assets, and liabilities: institution, account type, balance
Expenses: category and amount
Multiple values of one field: additional email addresses or phone numbers

To create one:

Choose Repeatable group from the field type dropdown, then add the fields you want collected for each entry. Give the group a Field Title that describes a single record, such as "Beneficiary," since the client will see it repeated for each entry they add.
When the client fills out the form, they'll see an Add entry button beneath the group and can add or remove entries as needed.

Note: Keep the following in mind when building with repeatable groups:

Fields inside a repeatable group don't sync to your CRM through the standard one-to-one field mapping. Even if you map a beneficiary's name, relationship, and date of birth to CRM fields, those values won't be included when you sync the form. You can still collect, and review this information.
You can't nest a group inside another group, or a repeatable group inside a repeatable group.
File upload fields can't be added inside a repeatable group. Use a standard Group for document collection instead.

If your firm has a supported Financial Planning integration connected in Jump, you may also be able to use Smart Forms to update Financial Planning records. Field-level mappings are optional for this workflow, but adding them can provide Jump with additional context about how form responses relate to Financial Planning data.

Note: Forms are shared across your Jump account. Any teammate can use a form you created, but only the creator can delete it.

How to send an intake form to a client

Option 1: From a meeting page

To send a form to a client, go to the Upcoming tab and click on a meeting.

In the navigation panel on the left-hand side of the meeting page, click Send a form.

In the new window that opens, you can select a Form template from the dropdown and specify which meeting attendees should receive the form.

In the new tab that opens, you can select a Form template from the dropdown and specify which contacts should receive the form.

Make your selection then click Confirm in the top right corner to send the form to the selected contacts.

Option 2: From the Forms page

Navigate to the Forms page from the main navigation and click the Send Form button at the top of the page.

From there, select a form template, choose the contact(s) to send it to, and confirm your sending email address. You can also customize the email that will send with the form from this screen. Click Confirm to send.

Note: If no email integration is connected, Jump sends the form from [email protected].

Clients receive a branded email (with your firm’s logo and disclosure) with a secure link to the form.

Note: Account owners can update the logo and disclosure on their account by going to Account settings > Account > Company logo and disclosures.

Be advised that only account owners can adjust this setting, and it will apply to all users on the account.

How to enrich a form with AI

Enriching a form is a proactive workflow that lets you use AI to pre-fill form fields before sending a form, or at any point while reviewing it.

You pick one or more sources — meeting transcripts or documents — and Jump analyzes them to suggest values for relevant fields. Advisors rarely capture every important detail in a single meeting or document, so you can start with one source and keep adding more over time as new information becomes available.

This is different from the automatic post-meeting fill described in the Auto-filling forms after meetings section. Enrichment puts you in control of when a source is used and which sources are used.

Here's how to enrich a form:

From the Forms page, click Enrich Form.
Select a Form template you'd like to enrich along with the associated contact.
Search for and select your Sources — meeting transcripts, documents, or any combination. You can select more than one.
Click Confirm. Jump creates the form instance and runs AI field suggestions in the background.
Once complete, suggested fields will appear in the form with ✨ Auto-filled indicators. Fill in the rest of the form as you normally would. Hovering over a suggested value shows which source it came from, so you always know whether it originated from a document, a call, or elsewhere.
When you're ready, click Actions and choose your destination to sync the form to your CRM or a supported Financial Planning tool. If the form includes a repeatable group, Jump can suggest entries for it based on what it finds in your sources — for example, adding a row for each beneficiary named in a meeting. Review each suggested entry the same way you would any other suggested value. You can also click Save to keep your updates, or send the form to the client to fill in anything still missing.

Adding sources to a form later

You don't have to enrich all at once. When you receive new documents or hold another meeting with a client, you can layer that information into an existing form.

From an open form, click Actions > Add sources, choose your source, and click Confirm.
You'll then see the additional suggestions in the panel, each labeled with its source.

This is especially useful for building out a client's information as you learn more over time.

Updating Financial Planning tools from a Smart Form

If your firm has a supported Financial Planning integration connected in Jump, you can use Smart Form responses to create or update records in supported Financial Planning tools, including eMoney, RightCapital, and Asset-Map. To do this:

Navigate to a desired Smart Form.
On the Smart Form, ensure that you have reviewed all necessary data. Then, click the Update button on your desired connected financial planning tool. Jump will review the form responses and suggest the Financial Planning records or entities that can be created or updated.

Smart Form templates do not need field-level mappings for this workflow. However, adding field-level mappings can provide Jump with additional context about how form responses relate to Financial Planning data.

Before applying updates, you can review suggested changes, edit values, exclude fields, or select the correct target record if Jump cannot identify it automatically. Updates are not applied until you confirm them.

Nothing is written to the Financial Planning tool until you review and confirm the sync.

The client experience with forms

The selected attendees will receive an email notification about the new form they are being requested to fill out.

They’ll click on the button to fill out the form, which works in any browser or on mobile. Jump forms are white-labeled, meaning clients will see your firm logo and disclosure on the form, in addition to the title and description, and the inputs or upload sections.

Once submitted, the form is locked and can’t be edited, and the client will see a visual confirmation that the form has been submitted.

If the form includes a repeatable group, the client will see an Add entry button beneath it. They can add as many entries as apply to them and remove any they don't need, so they're never stuck with more blanks than they have information to fill in.

How to track progress on Forms

The Form Activity list on the Forms page shows you the current status of every form you've sent.

A form with no fields filled out will have a grey progress bar. A form in progress will have a blue progress bar. A completed form will have a green progress bar.

Delivery status

Each form in the Form Activity list also shows a delivery status that updates automatically:

Status	Meaning
Sent	The form link was emailed to the client
Opened	The client clicked the link
Submitted	The client completed and submitted the form

Click on any form entry at any time to view responses and uploaded files.

Filtering your forms

The Forms page includes a filter bar to help you find specific form instances quickly. You can filter by any combination of the following:

Status — Show only forms with a specific delivery status (Sent, Opened, or Submitted)
Sender — Filter by which team member sent the form
Contact — Filter by the associated contact record

Filters are reflected in the page URL, so you can bookmark a filtered view or share it with a teammate.

Auto-filling forms after meetings

After the meeting is processed, Jump’s AI suggests values for unanswered fields. These suggested answers are represented by the blue segment in the progress bar.

Click into the form to view the fields with the Suggested values.

Apply individual suggestions by clicking on the Suggested: icon under each field, or apply all using the Apply suggestions button in the top right-hand corner of the form window. Click Save before exiting.

Syncing form responses to your connected systems

When you’re ready to update a connected system, use the sync button in the lower-right corner of the form window. Depending on your connected integrations, you can sync responses to your CRM or to a supported Financial Planning tool.

Before syncing, Jump shows a review step with existing values and new values from the form. You can edit values, exclude fields, and confirm which updates should be written.

Fields inside a repeatable group aren't included in this sync. Because a repeatable group can contain any number of entries, those fields don't flow through the standard one-to-one field mapping, even when the individual fields are mapped to your CRM. You'll need to enter that information in your CRM manually.

You can also copy individual answers with ⌘C/CTRL+C or download a PDF copy of the full form.

Frequently asked questions (FAQs)

Can clients edit their responses after submitting?

No. Forms lock once submitted for compliance reasons.

Who can send or view forms?

Any user in your Jump account can view and send forms; only the creator can delete them.

Where are uploaded files stored?

Files are stored securely in Jump. Advisors can download them from the meeting view.

What's the difference between "Enrich a form" and auto-fill after a meeting?

Auto-fill happens automatically after a meeting is processed — Jump detects any linked forms and suggests values from the transcript. Enrichment is a manual, proactive workflow where you choose one or more sources (meetings or documents) and trigger it yourself, at any time.

Can Smart Forms update Financial Planning tools?

Yes. If your firm has a supported Financial Planning integration connected in Jump, you can use Smart Form responses to create or update records in eMoney, RightCapital, or Asset-Map.

Do Smart Form templates need field-level mappings to update a connected financial planning integration?

No. Field-level mappings are optional for Financial Planning updates. Adding mappings can give Jump more context about how form responses relate to Financial Planning data.

Will Jump update Financial Planning records automatically?

No. Jump shows suggested create or update actions for review. Users confirm what should be synced before anything is written to the Financial Planning tool.

What's the difference between a Group and a Repeatable group?

Use a Group when you want to bundle related fields that appear once, such as a set of document uploads. Use a Repeatable group when the number of entries varies by client, such as beneficiaries or accounts, and you want the client to add as many as apply.

Why didn't my mapped fields inside a repeatable group sync to my CRM?

Fields inside a repeatable group don't use the standard one-to-one field mapping, so they aren't included when you sync a form — even if each field is mapped to a CRM field. You can still collect and review this information in Jump, but you'll need to enter it in your CRM manually.

Can one Smart Form update multiple records?

Yes. A Smart Form can include multiple mapped entities, including multiple records of the same Financial Planning object type, depending on what the connected Financial Planning tool supports.

Need more help?

Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]