Who can use this feature?
All users on Scale (legacy)
All users on Operate
What are forms?
Forms provide a secure, reusable way to collect client data and sync the information to your desired CRM object(s).
You can create forms 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.
The Forms page
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 find the forms builder
You can access form templates in the Forms page — Click the Templates tab in the main navigation.
How to create forms
To create a new form, click the + New form button.
In the new window that opens, enter a Form Title and Description shown at the top of the client-facing form.
Example title: “Client Information Form”
Example description: “Please complete this form before our upcoming review.”
Note: Both the title and the description 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.
When adding Form fields, you have the option to map them to CRM records.
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 it to the Contact 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., “Let’s talk about your finances” (groups related questions)
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.
Add all of your desired fields for the given form, then click Save before closing. Clicking Cancel will discard your work.
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 Automations panel on the right-hand side of the meeting page, click on the Send a form tile.
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 window that opens, you can select a Form template from the dropdown and specify which meeting attendees should receive the form.
Upon selecting a template, the Send as field will appear, which will show the email address(es) connected to your Jump account. Make your selection then click Confirm to send the form to the selected attendees.
Option 2: From the Forms page
Navigate to the Forms page from the main navigation and click the Send a 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. 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.
Enrich a form with AI
"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.
How to enrich a form
From the Forms page, click Enrich a form.
Select a form template from the dropdown.
Search for and select a source — either a meeting transcript or a document.
Select the associated contact.
Click Confirm. Jump will create the form instance and run AI field suggestions in the background.
Once complete, suggested fields will appear in the form with ✨ Auto-filled indicators.
Enriching an existing form instance
You don't have to enrich at creation time. You can enrich any existing form instance from the Form Activity list. Look for the action menu on any form entry to trigger enrichment from a new source.
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.
How to track progress on forms
The Forms page shows you the current status of every form you've sent.
A form that has no fields filled out will have a grey 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 CRM
When the form is complete and you’ve reviewed it for accuracy, use the button in the lower right-hand side of the form window to sync to your connected CRM.
Review the preview of existing CRM values vs. new values from the form, then confirm to update the contact record.
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?
Can clients edit their responses after submitting?
No. Forms lock once submitted for compliance reasons.
Who can send or view forms?
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?
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?
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 the source (a meeting or a document) and trigger it yourself, at any time.
Common use cases
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.
Need More Help?
For more information on how to set up and use forms in your Jump account, reach out to [email protected].