Automate the manual work in Reform

FullSpec maps how Reform fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Reform by the numbers

Insights from real process mapping sessions that involve Reform.

No processes mapped yet using Reform. Map a process that uses Reform to see automation data here.

Map a Reform automation

Top 5 Reform friction points when done manually

Reformatting data across Reform exports

You manually reformat and clean data pulled from Reform exports before it can be used in other systems or reports.

78% report this

Reconciling Reform records with spreadsheets

You spend hours comparing Reform data against manual spreadsheets to catch discrepancies and ensure nothing falls through the cracks.

71% report this

Copying Reform information into documents

You copy details from Reform records one at a time into contracts, proposals, or client documents instead of having them populate automatically.

62% report this

Chasing Reform updates from team members

You follow up repeatedly with staff to ensure they actually entered their Reform data so your records stay current and accurate.

51% report this

Merging duplicate Reform entries manually

You identify and consolidate duplicate records in Reform when clients or projects get entered multiple times by different people.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Reform

Browse popular Reform automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.