Using Smart Forms in Jump

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:

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

You can access form templates from the Forms page. Click the Templates tab in the main navigation.
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You can also duplicate an existing template by clicking into the menu of a template and clicking Duplicate.

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.

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.
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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.
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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.
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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.
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Using the dropdown in the bottom left-hand corner, choose the field type.
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This determines the formatting, making it easier for clients to complete. Supported field types include:

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

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.

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.
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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.

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

"Enrich 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 the source — a meeting transcript or a document — and Jump analyzes it to suggest values for relevant fields.

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 and what source is used.

You can then sync the form to your CRM, or send it to the client to fill in the remaining information.

You don't have to enrich at creation time. You can enrich any existing form instance from the Form Activity list by opening the menu on a form and clicking Enrich 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:

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 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.

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.

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

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

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

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

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.

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