Our team just wrapped a working session on a new self-service form system for a fiscal intermediary serving thousands of people in New York’s self-direction program. Here’s what we’re solving:
The setup: They need web forms their staff can create and deploy—without developer bottlenecks, without compromising security, and without forcing 10,000+ users to manage yet another login.
The challenge: Most form solutions force you to choose between security and simplicity. Either you get easy-to-build forms with anonymous users (useless for regulated environments), or you get secure authentication that requires expensive custom development for every single form.
Our client couldn’t afford either path. They’d been wanting web forms for years, but the cost and complexity kept pushing it down the priority list.
What we’re building: Claris Studio for web form creation. A custom backend for approvals, archiving, and PDFs. Single sign-on through their existing portal—no new credentials for anyone.
We recently presented this at FMPUG with the client. Early days, but it’s working.
Follow along: We’ll be sharing weekly field notes as we build this—what’s working, what’s not, and how we’re solving it.
More soon…
