Set up for you, not by you.

Most AI tools for mid-market B2B fail because they need setup and training the customer can't realistically provide. localforms is set up for you. We bring in your old reports, set up the report formats your leadership wants, and wire delivery to wherever your team already gets reports. You don't configure it — you use it.

Reports the way your leadership already reads them

Reports come out in your team's required format — including older formats that drag-and-drop builders can't reproduce — and land in the folder, inbox, or shared drive your senior people already use. Leadership notices the report got better. They don't notice a new product.

What setting up actually involves

Signup, single-sign-on, and team invites take a few minutes and don't require dedicated IT. The deeper setup — bringing in your old reports, tuning the system for your report formats, wiring delivery to your channels — is concierge work we do for you. You don't configure it; you use it.

When something changes — a new report section, a different distribution list — you tell us, and we change it.

Why it works this way

Every buying team already knows two interfaces: a chat window and a form. localforms keeps to exactly those two. The capture app is the form, filled in from the field; the searchable history answers in the chat window your team already uses. We do the setup work behind both. Your team gets the finished product on day one — the capture app ready for the field, the searchable history already loaded with your old reports, and reports arriving in the format your leadership expects.

How to get started

localforms is in early-access. There's no signup form — get in touch and we'll talk about whether it fits your team.