Consulting Apps

Preview: Business Due Diligence App

Business Due Diligence App is a central workspace for organizing company evaluations before investments, acquisitions, partnerships, supplier onboarding, or other important business decisions. Investors, consultants, finance teams, procurement departments, and business leaders can use it to maintain company profiles, conduct assessments, request supporting evidence, and review findings. By bringing key information and evaluation activities into one accessible experience, the app helps teams reduce scattered records, follow a repeatable review process, and prepare clear reports for stakeholders.With Jotform Apps, organizations can adapt this app template to match their own due diligence workflow without writing code. The drag-and-drop app builder makes it easy to update pages, navigation, branding, and content while connecting forms and data collection tools for company intake, assessments, and evidence requests. Teams can organize records with Jotform Tables, support collaborative reviews, and share the finished app through a direct link or QR code. This mobile-friendly self-service experience helps authorized participants access current resources and complete assigned actions from nearly any device.

Preview: Client Meeting Notes App

Client Meeting Notes App is a ready-to-use app template for recording client conversations, organizing meeting history, and keeping agreed actions visible after each discussion. Account managers, consultants, sales teams, customer success teams, agencies, and other client-facing professionals can use it to capture meeting notes, browse previous meetings, and track follow-up actions from one central location. The organized record helps teams preserve important context when accounts change hands, prepare for upcoming calls, and reduce the risk of overlooking decisions or next steps. It also gives colleagues a consistent reference for maintaining productive client relationships.With Jotform Apps, teams can adapt the Client Meeting Notes App to their own workflow without writing code. The no-code app builder and drag-and-drop interface make it easy to update pages, navigation, branding, and connected forms. Meeting data can flow into Jotform Tables for organized data collection, while notifications, approvals, and other connected processes can support timely follow-through. Publish the finished app with a direct link, QR code, or embedded experience so authorized team members can access a mobile-friendly workspace wherever client meetings take place. Jotform App Templates provide a practical starting point that can grow alongside changing account management needs.

Preview: Custom Development Agency Portal App

Custom Development Agency Portal App gives your agency a single place to present services and guide prospects into the right next step, whether they want to explore offerings, review past work, or request a new project. Use it to publish a clear services menu, highlight case studies with the challenge, solution, and outcome story, and route incoming project inquiries through a guided request flow. It’s a strong fit for custom software studios, web development teams, product design agencies, and boutique consultancies that need a polished, self-service experience instead of scattered links and inbox threads.Built with Jotform, this app template helps you organize client-facing content and connect it to structured data collection through a project request form. Customize pages, cards, images, and buttons with a drag-and-drop interface, then share the portal through a link or QR code. As requests come in, your team can standardize intake, reduce manual follow-ups, and keep agency information up to date without relying on code or constant site edits.