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Cognito Forms Integration

Cognito Forms is one of the third party applications used to automate the client intake process. When we work with you to set up your initial process, we handle most of the technology heavy lifting for you.

Sometimes, however, you may have specific questions about how to handle various tasks inside your Cognito account. For those questions, please consult Cognito support.

You’ll find their knowledge base and FAQs online   https://www.cognitoforms.com/support

You also can submit your support request directly to them  https://www.cognitoforms.com/supportrequest/

Updated on September 2, 2022

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