Comprehendly (formerly StepCare Forms)

Keep the forms you already run, and change how people fill them.

Comprehendly is a separate StepCare product. It turns the forms and workflows you already use into a guided conversation — voice, chat, or a phone call — in the language that works for the person filling it in. You get the same fields back, filled in, ready to review in the system your team already works in.

Try Comprehendly free
  1. 1

    Your forms

  2. 2

    Natural conversation

  3. 3

    Fields filled and reviewed

  4. 4

    Complete answers, with a source trail

  5. 5

    Your system

How it works

Four steps, starting from the form you already have

The form you already use stays the starting point. You add a way for people to finish it, then you review what came back.

  • Start from a form you already use. Import it, map the workflow, or connect Comprehendly to your system through an API or a ready-made widget.
  • Add the explanations, escalation rules, and checks your policy already requires, so the guidance stays on the wording you approved.
  • People choose what works for them. A conversation in the room, a chat, or a phone call.
  • You receive structured form data, the supporting detail, and a record of how that form was completed.

On the visit

The form keeps up while you are still with the person

Let the form do the writing. You stay in the conversation.

  • Frontline workers can finish a review in the room. Goals, preferences, and next steps land in the right fields while you are still together.
  • Clients and older people answer in a conversation they can follow, in their language and at their pace. The structured form still comes out complete.
  • Whānau and supporters add what matters in ordinary words. Comprehendly maps it into the fields your team already uses.
  • When quality or operations asks how a preference was recorded, the trail is already there. Values, source, timestamps, and review.

Your forms stay as they are

Same fields, same destination

Required questions, field names, and where a submission goes stay exactly as they are. Comprehendly adds voice, chat, and phone as ways to fill them, then hands back answers you can review.

  • Start from the form you already use.
  • Missing required answers get asked for before anyone can submit.
  • Completed data returns to the care system you run today.
  • Each answer lands in a field on your existing form, anything still missing gets asked for, and you can see where that answer came from.

Where care teams start

Familiar forms, finished in conversation

Reviews, incidents, intake, consent, and outcomes. The forms you already run, with voice, chat, and phone, assisted or self-directed.

  • Care and support-plan reviews. Worker and client talk while the review fields fill in. Anything still required is asked before submit.
  • Incidents and safeguarding. Guided voice right after the event completes your incident form, with room for escalation and a person to review it.
  • Intake and needs assessment. Client, whānau, or worker complete your intake form by chat, voice, or phone. Missing answers get caught early.
  • Consent and supported decisions. Clear information, acknowledgements, and preferences land in your form fields, ready for your team to review.
  • Outcomes and scheduled reviews. Chat, voice, or phone gathers answers before a review, and follows up when someone has not responded.

One form, several ways in

Meet people in the way that works for them

Workers, clients, and families choose voice, chat, or phone. You still receive the same complete form at the end.

  • Together. Worker and client talk, and the form fills as the conversation unfolds.
  • Voice. Someone speaks their answers into the same form fields.
  • Chat. Guided chat for people who prefer typing. Same form underneath.
  • Phone. Complete the form on a call when that is what works.
  • Multilingual and accessible. People respond in a preferred language or mode. Your form still comes back complete.
  • Scheduled outreach. Reach a caseload for reviews and outcomes without staffing every call by hand.

Works with what you have

Use it on the web or a phone, or build it into the system you already run

Add guided completion beside your care-management platform, EHR, CRM, or form builder. People complete a conversation. You receive a full structured submission where your team already works.

  • Bring the same published form into an existing portal with a ready-made widget, or build a deeper JSON integration with your own screens. Field names, required questions, and downstream routing stay put.
  • SDKs for web, Android, and iOS, plus a JSON API, so voice forms can sit inside the apps you already ship. Completion events and submission data come back through webhooks.
  • Mount assistant, fill, and submissions widgets with the forms.js SDK or a sandboxed iframe, and leave your current navigation alone.
  • Enterprise directory SSO via SAML. Connect Okta, Entra, or another directory to StepCare Auth. Identity is federated in. Access and seats stay in the tenancy model.

When volume spikes

Reach one person, or a whole caseload

Scheduled reviews and outcome collection, without staffing a call centre for every deadline.

  • Audiences. Build the list once — applicants, residents, clients, staff — and reuse it, instead of starting from a fresh spreadsheet every campaign.
  • Campaigns. Reach a group by voice, phone, or chat, on a schedule or all at once. Built for the deadline where calling everyone by hand is not realistic.

You stay in charge

Guidance you approve. Answers you can trace.

Comprehendly uses AI to walk people through a form. The decisions stay with you. Clinical, eligibility, and consent calls remain with your team.

  • You set the approved explanations, the required questions, and when a person needs to step in.
  • Answers can be checked and corrected before they reach your care system.
  • Each answer can keep where it came from, how it was completed, and when.
  • When someone needs a human, the conversation can hand over on purpose.
  • Voice and phone audio is processed in the moment and is not kept as an audio file. Provenance is the transcript quote, tied to the answer.

What teams notice

  • Required answers get asked for before submit, not discovered three phone calls later
  • Clients and families finish forms in a language and pace they can follow
  • Workers stay in the visit instead of reconstructing it from memory at the end of the shift
  • Quality can open one submission and see values, source, timestamps, and review
  • A deadline review can go out to a whole list without a call-centre surge
  • The care system you already run still receives the structured record

What people can use

  • Guided completion online, by voice, by chat, and by phone
  • Plain-language explanations for questions that usually stall people
  • Multilingual assistance, with the completed form still in the shape your system expects
  • Required-field and consistency checks before submit
  • Human review and escalation when a person needs to take over
  • Form creation from a PDF, a photo, or a hand-drawn page
  • Per-field source trail and audit-ready completion records
  • Free to start, including chat, in-room voice, and a demo phone call

What care teams use it for

  • Care-plan and support-plan reviews finished while you are still in the room
  • Incident and safeguarding reports captured while the detail is still fresh
  • Intake and needs assessments completed by the client, family, or worker
  • Consent and supported-decision records with the acknowledgements you require
  • Outcome collection and scheduled reviews across a caseload
  • Any existing form where a blank grid is where people stall

Bring one form you already use

Pick a form your team already runs. We will connect the ways of completing it that fit, and show structured answers landing back where they belong. Free to try. Pro is $49 USD a month, with campaigns, API access, and 50 usage units included. Extra units are $0.10. An AI minute counts as 1, a phone minute as 2.

Start free Bring us one form