AI-Native System of Records

Your AI-powered
|

The AI-native platform that builds forms, automates workflows, and manages records — with an intelligent assistant at every step.

app.sorsora.com/dashboard
D
Desics Demo
All inclusive
Sorsora AssistantAI
Platform
Overview
Analytics
Tasks
Calendar
Workforce calendar
Messages
Email
Records
Invoices
Projects
Clients
Incidents
More
Admin
Form Builder
Workflows
Agents
Users & User Groups
Roles & Permissions
Activity log
Plugins
Integrations
Sidebar view
VR
Valters Rudzitis
valters.rudzitis@desics-de…
Overview
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Open tasks
Org metric
Assigned to you, not done.
6
Records this week
Org metric
Submitted in the last 7 days.
14
Forms active
Org metric
Published forms in this org.
8
Team members
Org metric
Members of this organisation.
26
Quick actions
Quick actions
Sorsora AssistantAI
Browse system forms
Review tasks
View analytics
Open calendar
Organisation settings
My tasks
My tasks
TO DO3
Review RIX-DC2 milestone M-3 invoice
Approve site survey — Liepāja Hub
Renew ISO 27001 audit checklist
IN PROGRESS2
Sign off Q2 capacity plan
Reply to client RFP — Riga Energy hub
Open Tasks board

Everything you need to streamline your records

Powerful features designed to simplify complex business processes

01

AI Assistant Everywhere

An intelligent AI copilot embedded in every part of Sorsora — generate forms from a prompt, automate flows with natural language, and get instant answers about your data.

Sorsora AssistantAI
Ready for the next step.
Create a patient intake form for my clinic|
Web0% used
SummariseDraft emailCreate checklistAsk about dataSuggestions
Patient Intakedraft
Full name
Sarah Chen
Date of birth
04 Mar 1988
Insurance provider
Aetna
+ 9 more fieldsSubmit
02

Drag & Drop Form Builder

Create beautiful, responsive forms with an intuitive visual builder — or let AI suggest fields and layouts based on your use case.

Patient Intakepublishedv18Edit with AI
Full name
Single-line text · Required
Email
Email input · Required
Insurance type
Single-select card group · Required
Visit reason
Dropdown · Optional
Medical history
Multi-line text · Optional
03

Workflow Automation

Design powerful automated flows that connect forms, triggers, and actions. AI recommends optimal triggers and detects bottlenecks.

Form submittedStart
Trigger: new submission
Default
0 in / 1 outstart
AI reviewAI
Summarize & score
SuccessError
1 in / 2 outai_review
Notify teamAction
Action: create notification
Success
1 in / 2 outnotify
Last run 2m ago · 124 runs today · 100% success
04

Real-Time Analytics

Track submissions, monitor workflow performance, and surface insights. AI detects anomalies and generates plain-English summaries.

Submissions over time
TrendPatient Intake
+24%
May 14May 26Jun 10
05

Enterprise Security

Bank-level encryption, compliance-ready infrastructure, and role-based access keep your data protected.

Roles & permissions
Access
AAdminFull access
BBrokerCreate & edit
VViewerRead only
SOC 2GDPRAES-256
06

Ready-Made Templates

Launch faster with 50+ industry-specific templates — or let AI generate a custom template from a single prompt.

Patient Intake
24 fields · 3 flows
Vendor Onboarding
16 fields · 3 flows
Loan Application
28 fields · 4 flows
Guest Check-in
9 fields · 2 flows
Admissions
26 fields · 3 flows
Rental Application
19 fields · 3 flows
KYC / Identity
17 fields · 3 flows
Quality Inspection
15 fields · 2 flows
07

Integrations & API

Connect Sorsora to Slack, HubSpot, Stripe, Zapier, and 100+ tools. Or use our REST API and webhooks for custom integrations.

Slack
HubSpot
Stripe
Zapier
Notion
GitHub
SlackNew submission posted to #opsjust now
StripeInvoice paid · €2,4004m ago

Smart Conditional Logic

Skip questions, branch flows, and personalize fields based on previous answers — no code required.

Team Collaboration

Shared workspaces, real-time editing, comments, and granular permissions.

Audit Logs & Versions

Every change is tracked. Roll back forms and export full audit trails for compliance.

Three quick steps

From setup to scale in three steps

Get up and running in minutes, not months

1

Design Your Forms

Use the visual builder to craft custom forms — or just describe what you need and let AI generate the form for you.

“A client intake form with e-signature”
Full name
Single-line text · Required
Email address
Email input · Required
Signature
E-signature · Required
2

Automate Your Flows

Connect forms to powerful workflows. AI suggests optimal flows based on your form structure and business context.

Form submittedStart
Trigger: new "Client Intake" submission
DefaultDefault
0 in / 1 outstart
AI reviewAI
Score & summarize the submission
DefaultSuccessError
1 in / 2 outai_review
Notify teamAction
Action: create notification
DefaultSuccess
1 in / 2 outnotify
3

Scale Your Business

Deploy instantly and scale with confidence. AI continuously monitors performance and recommends improvements.

Submissions
+132%
99.9% uptimeAuto-scalingAI insights

Templates for every industry

Pre-built forms and workflows so you can launch in minutes

Your industry

Healthcare

HIPAA-ready intake, consent, and patient-management workflows for clinics and care teams.

~10 min to launch
ClinicsDentalTelehealthTherapy

Forms included (4)

Patient Intake
24 fields

Demographics, insurance, allergies, history, and e-signature consent.

Appointment Request
8 fields

Self-scheduling with provider routing and reminders.

Symptom Screening
14 fields

Pre-visit triage with auto-flagging of high-risk cases.

Insurance Verification
11 fields

Policy capture with payer lookup and eligibility check.

Workflows included (3)

New patient onboarding

Intake → insurance verification → chart creation → welcome email.

Triage routing

AI severity scoring routes urgent cases to on-call staff.

Visit follow-up

Post-visit survey, care plan delivery, and re-booking.

Start with this template
Trusted by teams worldwide

Built for scale, loved by teams

01

10K+

Forms created

Built across our platform

02

500+

Organizations

Trust Sorsora daily

03

24/7

AI assistant

Always-on copilot

04

99.9%

Uptime

Enterprise-grade SLA

SOC 2·GDPR·HIPAA-ready·99.9% SLA·Region-pinned data

Ready to work with AI?

Your AI-powered system of records is one click away. No credit card required — get started in minutes.

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