Turn what you know into AI products that earn.
FormWise is the infrastructure layer for agencies and experts who want to turn their methodology into SmartForms, CoPilots, and Toolsets.
Building AI is easy. Knowing what to build is the hard part.
The bottleneck in AI is expertise, not code. You already have the frameworks, the methodology, and the audience. FormWise gives you the infrastructure to productize them.
Your Methodology
SmartFormThe Trap
Your best intellectual property is currently trapped in static PDFs, scattered prompts, 1-on-1 coaching calls, and unscalable consulting hours. Your clients want your brain, but you only have so much time.
The Product
FormWise turns your methodology into an interactive software product. You upload your context, configure the inputs, and deploy a branded portal where clients can generate specific deliverables on demand.
SmartForms
A guided form for your client. They fill it out, your methodology runs in the background, and they walk away with a real document, not a chat reply. Editable, downloadable, and shaped like the deliverable you'd produce on a paid call.
The end user fills out a structured form you designed. Their inputs flow through a workflow of prompt nodes that reference your Business Brain. The output renders through a template you control and arrives as a structured Artifact the user can edit and download.
The fields the user sees, the methodology grounding the workflow, the prompt logic between input and output, and the shape of the deliverable they walk away with.
A real document. A plan, a report, an audit, a recommendation. Not a chat thread. Something that looks like consulting work because it is consulting work, applied to their specific inputs.
CoPilots
A chat agent with one specific job. It guides your client through a process, asks the right next question, applies your decision logic, and produces a structured deliverable when the conversation has gathered enough context. Not a chatbot. An agent.
The end user opens a conversation with the CoPilot. The CoPilot has an identity prompt grounded in your methodology and runs subagent nodes underneath the conversation that classify, extract, and research as needed. When the conversation has gathered enough context to meet its objective, the CoPilot produces a structured Artifact.
The CoPilot's identity, the methodology it applies, the objectives it drives toward, the data it extracts, and what happens when objectives are met. You can also fire webhooks to your CRM or stack when the conversation completes.
A guided process that feels like talking to an expert who already knows what to ask. The deliverable at the end is the same shape you'd produce on a paid call, generated from a thirty-minute conversation instead.
Toolsets
Branded, gated portals where multiple SmartForms and CoPilots live together. Each Toolset has its own Business Brain that stores end-user context across sessions, so the experience compounds over time.
You bundle your SmartForms and CoPilots into a Toolset. The end user logs in, fills out their personalization fields once, and every product inside the Toolset already knows them. Their context, saved Artifacts, and usage history persist across sessions.
The branding and domain, the products inside the portal, the personalization fields the user fills out, the access tier and pricing structure, and how Login Mode or Stripe handles billing.
A real software product. A branded portal they log into to access the products you've built for them. The longer they use it, the smarter and more personalized it gets, because the Toolset's user-level Business Brain compounds with every session.
Three steps. Really.
You bring the knowledge. FormWise handles the rest.
Feed it your expertise
Drop in your PDFs, Notion pages, call recordings, or website URLs. The Business Brain ingests your methodology and keeps it ready for every product you build.
Shape its personality
Configure how your SmartForm or CoPilot speaks, what it asks, and what it produces. Test it in the preview pane until it sounds like you and produces the deliverable your clients would pay for on a call.
Ship it anywhere
Embed it inside a HighLevel sub-account, drop it into a Kajabi membership, run it on your own domain with Login Mode, or share it as a standalone link. One build, multiple surfaces.
Tell the Wizard what you do. It builds the product.
Describe your niche, your methodology, or the deliverable your client needs. The Agent Builder Wizard generates a working SmartForm or CoPilot you can refine, brand, and deploy the same afternoon.
The Wizard is the fastest path from "I have expertise" to "I have a product." Tell it you're a productivity coach running on the Full Focus System, an HVAC marketing agency, or a fly fishing guide with forty years on the water. It asks a few clarifying questions, drafts the SmartForm or CoPilot, and hands it off for you to refine in the manual builder when you want more control.
You don't write prompts. You don't structure workflow nodes. You don't pick a model or tune temperature. The Wizard does the part most people get stuck on, so you can spend your time on the part only you can do: knowing what your client actually needs.
FlyCast Advisor
Draft7-day free trial. Onboarding call included.
Start Free TrialThe moat is your knowledge. The power is your data.
Wrappers just send prompts to OpenAI. FormWise combines your proprietary methodology with live business data to produce real work.
The Business Brain
Upload your PDFs, transcripts, and frameworks into the org-level Business Brain. Then, as your clients use their Toolsets, their specific context accumulates in their own local Business Brain. The AI gets smarter about them every time they log in.
300+ Live Integrations
Your SmartForms and CoPilots can read and write live data from the systems your clients already use. Pull inventory from Shopify, draft an invoice in QuickBooks, update a deal in HubSpot, or push leads into GoHighLevel.
QuickBooks
Stripe
Shopify
HubSpot
Google AnalyticsWhat people are actually building on FormWise.
Real Toolsets, real experts, real methodologies packaged into branded products their clients log into and pay for.
CRM Blueprint Generator
BrandLyft, drawing on 1,200+ GoHighLevel sub-account deployments across home services, real estate, med spa, dental, coaching, legal, and franchise organizations.
Agency owners proposing a GHL build for a new client spend hours stitching together pipelines, automations, calendars, and tagging structures from memory. The result is inconsistent and slow.
A complete sub-account architecture plan, including pipeline structure, automation map, tag taxonomy, calendar setup, and onboarding sequence, ready to deploy.
Listing Launch Plan Generator
A real estate marketing agency that has launched campaigns for 100+ agents and teams.
A real estate agent gets a new listing and posts one MLS photo on Instagram. They know they should be doing more, but they don't know what to post, where to advertise, or how to sequence the launch.
A 14-day listing launch plan with social posts written, ad targeting and budget recommendations, email and text templates, an open house playbook, and a 30-day backup if the listing doesn't sell.
BreweryOS
A marketing agency serving craft breweries, with a methodology refined across taproom, distribution, and seasonal campaign work.
A brewery owner is also the head brewer, the GM, and the social media person. They don't have time to write captions for every new release, plan a seasonal campaign, or respond to a bad Untappd review without sounding defensive.
Branded social posts, full seasonal campaigns, taproom event promo packages, email newsletters, and review responses, all tuned to the brewery's flagship brews and brand personality.
Every example was built by a real expert packaging real expertise. FormWise stayed invisible. The Toolset is the product.
7-day free trial. Onboarding call included.
Start Free TrialAny model. Anywhere your client logs in.
ClaudeOpenAIGeminiMistral
GoHighLevel
WordPress
KajabiBuild once. Deploy across HighLevel sub-accounts, WordPress sites, Kajabi courses, or any standalone web surface with Login Mode.
Build the Toolset once. Deploy it everywhere your client already is.
Drop it into a HighLevel membership portal or subaccount for paid access. Embed it on your client's website. Or run it as a standalone branded portal with Login Mode. Same Toolset. Different surfaces. Same retainer-justifying experience for the client.
Embed it where your client logs in every day.
Inside a HighLevel sub-account, your Toolset shows up alongside the standard menu items. The client doesn't need a separate login or another tab they always forget to open. They open GHL like they always do, and the workspace is sitting there.
Or sell access on its own.
Run your Toolset as a standalone branded portal with Login Mode. Charge a one-time fee, a subscription, or gate access by email through Stripe. The Toolset becomes a product line of its own, separate from the retainer.
7-day free trial. Onboarding call included.
Start Free TrialReal agencies and experts shipping real products.
"FormWise transformed how we create value for clients."
Matt Deseno
CEO of HLPro Tools
"With FormWise, I generated $200K in digital product sales by embedding AI tools in my course."
Jon Schumacher
Entrepreneur
"FormWise makes selling AI tools effortless. It's how we grew client retention by 20%."
Molly Mahoney
AI Coach and Expert
"FormWise is a game-changer for lead gen. Clients are obsessed with AI."
Jay Vics
Agency Owner
"FormWise has changed the way I deliver coaching. My clients get the deliverable on demand."
Bridget Bartlett
Business Coach
"Building branded AI products used to be impossible without a developer. FormWise made it a Tuesday afternoon."
Jeff Vandesal
7-day free trial. Onboarding call included.
Start Free TrialSimple pricing. Built for people with something worth packaging.
Start with a 7-day free trial. Onboarding call included on every plan.
Everything you need to build and monetize AI-powered products. Ideal for independent creators, course builders, and small agencies launching their first AI Toolset.
Choose PlanDesigned for GHL agencies, white-label operators, and AI product creators ready to scale.
Choose PlanFor large-scale operators, enterprise teams, and platforms integrating high-performance AI into existing portals and workflows.
Contact Us for PricingSimple, transparent pricing. No hidden fees.
No upcharges. No surprises. With FormWise, you get full access to build, embed, and monetize AI-powered Toolsets without ever needing an API key. Need to go beyond your monthly credits? Use our On-Demand Usage meter and set your own monthly spending limits.
Questions, answered.
If your question isn't here, ask us.
Your expertise, on the clock.
Five minutes to your first product. No sales call. Just ship.