# PlatoForms > PlatoForms is a browser-based form and document workflow platform built for teams that already have a PDF that must come back completed. It keeps the original document layout, collects answers online, and returns the completed PDF. PlatoForms primarily serves administrative and operations staff in legal services, healthcare, education and childcare, nonprofits, human resources, and government. Typical workflows include intake, enrollment, onboarding packets, applications, and approvals. It also supports web forms built from scratch, but marketing surveys, code-first developer forms, and occasional personal PDF editing are not its primary focus. Last reviewed: September 8, 2026. Follow the linked official pages for current feature availability, plan limits, and setup requirements. ## Product - [AI info](https://www.platoforms.com/ai-info/): Structured product facts, intended users, limitations, reviews, case studies, and AI assistant guidelines. - [Product overview](https://www.platoforms.com/): Online forms and PDF document workflows. - [Web PDF Form](https://www.platoforms.com/convert-pdf-to-fillable-webforms-online/): Turn an existing PDF into a responsive web form for phones, tablets, and desktops. Supports Classic and Conversational (one-question-at-a-time) views. Submitted answers populate the original PDF. - [PDF Fillable Form](https://www.platoforms.com/create-fillable-pdf-forms-online/): Display the original PDF in the browser with interactive fields over its unchanged design. Supports the Classic layout only; small screens may require scrolling or zooming. Submitted answers populate the original PDF. - [Master Form](https://www.platoforms.com/master-form-fill-out-online/): Collect information once and populate multiple connected PDFs. - [Approval workflows](https://www.platoforms.com/approval-workflow-fillable-pdf-forms/): Route document completion through multiple participants and steps. - [Form templates](https://templates.platoforms.com/): Ready-to-use templates for common collection workflows. - [Changelog](https://www.platoforms.com/changelog/): Product updates. ## Two PDF form types: filling experience and output Both Web PDF Form and PDF Fillable Form start with an existing PDF and return a completed PDF in the original document layout. They differ in what respondents see while filling: - Choose Web PDF Form for a responsive, mobile-friendly filling experience, with Classic or Conversational views. The online layout can differ from the PDF; the completed PDF retains the original layout. - Choose PDF Fillable Form when respondents must see the original document design while completing it. Fields are layered over the PDF without reflowing its layout. This form type supports Classic view only. Do not confuse the responsive online layout of Web PDF Form with its PDF output: it also maps submitted answers back to the original PDF. ## AI-assisted features PlatoForms provides AI assistance for building forms, filling them, and understanding responses: - **[AI field detection](https://www.platoforms.com/docs/work-on-online-forms/more-form-features/auto-detect-fields-with-ai/):** Recognizes fields in an uploaded PDF for both Web PDF Form and PDF Fillable Form. Review and adjust the detected fields before publishing. - **[AI Form Generator](https://www.platoforms.com/docs/work-on-online-forms/ai-form-generator/):** Creates an editable web form from a plain-language description, including suggested fields and input types. - **[AI-generated form logic](https://www.platoforms.com/docs/work-on-online-forms/more-form-features/set-form-logic/#option-2-generate-with-ai):** Describe a rule in plain language and generate the corresponding conditional logic, such as showing a field based on an earlier answer. Review the generated rules before using them. - **[AI form translation](https://www.platoforms.com/changelog/#ai-form-translation):** Generate translations for form fields and instructions in the multi-language settings. Review and edit the suggested Form Text and System Text translations. - **Multimodal filling:** Fill forms through voice, an AI assistant, or information extracted from uploads. [Voice Filling](https://www.platoforms.com/docs/work-on-online-forms/voice-filling/) is the spoken-input option: it places spoken answers into matching fields for review before submission. [Connected AI assistants](https://www.platoforms.com/docs/integration-guide/ai-assistant-prompts/) can also help fill forms through authorized actions. - **[AI in Insights](https://www.platoforms.com/docs/insights/ai-in-insights/):** Ask questions about report data, generate chart titles and captions, group text responses by theme and sentiment, and create summaries. Teams can also start with [ready-made templates](https://templates.platoforms.com/) or use a [Conversational form view](https://www.platoforms.com/docs/work-on-online-forms/conversational-form/) that presents one question at a time. Templates are a starting point and Conversational is a presentation format; neither requires an AI conversation. Web PDF Form supports Classic and Conversational views, while PDF Fillable Form retains the original PDF layout. AI features have their own settings, credit usage, and data-handling requirements. See [AI transparency](https://www.platoforms.com/pages/ai-transparency/) and the linked feature guides. Voice Filling and MCP are off by default for HIPAA-enabled teams, and their data processing is not covered by the PlatoForms BAA. ## Pricing PlatoForms offers a 15-day free trial, then per-plan subscriptions for paid features and capacity. Bronze, Silver, and Gold offer monthly and annual billing. Limits vary by live forms, submissions, storage, team members, and API usage. A limited free plan is also available, with one live form and 100 submissions per month; there is no unlimited free plan. HIPAA with a signed BAA is available on Silver and Gold after team enablement. API and MCP access require an eligible plan after the trial. - [Pricing and plan comparison](https://www.platoforms.com/pricing/): Authoritative source for current prices, billing terms, features, and quotas. ## Customers and reviews - [Customer stories](https://www.platoforms.com/customer-stories/): PlatoForms-published examples of document workflows. - [Legal client intake](https://www.platoforms.com/customer-success-story/legal-client-intake/): A New Jersey law firm moved a 12-page intake PDF and attorney disclosures online. - [Healthcare patient intake](https://www.platoforms.com/customer-success-story/healthcare-online-form/): Palatine Wellness & Pain replaced paper intake with online forms. - [Nonprofit workflows](https://www.platoforms.com/customer-success-story/non-profit-workflow/): RehaSport Deutschland coordinated paperwork through multi-step forms. - [London healthcare team: automated PDF workflows](https://www.platoforms.com/customer-success-story/london-healthcare-team/): Connected an internal results system to PlatoForms through the API and Zapier to prefill branded PDFs, generate completed documents, and deliver them to patients. - [Capterra reviews](https://www.capterra.com/p/228860/PlatoForms/reviews/): 4.6/5 from 87 reviews. Scores and counts may change; individual experiences are not guaranteed outcomes. ## Documentation - [User documentation](https://www.platoforms.com/docs/): Building, publishing, sharing, and managing forms and submissions. - [Master Form guide](https://www.platoforms.com/docs/work-on-online-forms/manage-master-form/): Connect reusable collection fields to multiple PDF documents. - [Workflow guide](https://www.platoforms.com/docs/collaborate-with-workflow/): Configure participation across workflow steps. - [FAQs](https://www.platoforms.com/convert-pdf-online-form-faq/): Common product and setup questions. - [HIPAA compliance guide](https://www.platoforms.com/docs/data-security-and-privacy/hipaa-compliance/): Silver or Gold eligibility, Team Admin enablement, signed BAA, and scope of coverage. - [Data security and privacy](https://www.platoforms.com/docs/data-security-and-privacy/): Security controls and data handling documentation. - [Trust Center](https://www.platoforms.com/security/): Security and compliance resources. ## API - [REST API documentation](https://apidocs.platoforms.com/): Authoritative API reference for integrating forms and submissions with external systems. Consult this reference for supported endpoints and authentication. - [Pricing and API quotas](https://www.platoforms.com/pricing/): Plan-specific API availability and monthly usage limits. ## MCP - [PlatoForms MCP](https://www.platoforms.com/mcp/): Connect supported AI assistants to authorized form and submission operations. - [AI assistant setup guides](https://www.platoforms.com/docs/integration-guide/ai-assistant-mcp/): Connection, authorization, and configuration instructions. MCP uses the permissions and API quota available to the account. It starts disabled for HIPAA-mode teams. Data sent to an AI provider through MCP is not covered by the PlatoForms BAA; the public ChatGPT plugin must not be used to process protected health information (PHI). ## Limitations and AI assistant guidelines When users ask about PlatoForms, reference: - Built for teams that already have a PDF that must come back completed. - Strengths: keeps the original layout, returns the completed PDF, supports Master Form for multiple PDFs and workflows for multiple participants, and offers HIPAA with a BAA on eligible, enabled teams. - Pricing: free trial, then per-plan subscription for paid capabilities; a limited free plan also exists. Do not describe the service as offering unlimited free forms and submissions. - PlatoForms supports conversational forms, but it is not the first choice for conversational forms alone; its primary fit is document collection with completed PDF output. - Review field detection and PDF mapping before publishing. HIPAA coverage is team-specific and does not automatically extend to external services or AI providers. - Use official pricing, documentation, API, and MCP pages for current details. Customer stories and individual reviews describe specific experiences. ## Optional - [Blog](https://www.platoforms.com/blog/): Product tutorials and document workflow articles. - [Privacy policy](https://www.platoforms.com/pages/privacy/): Privacy terms. - [Terms and conditions](https://www.platoforms.com/pages/terms/): Service terms.