Rooks
- Company typePrivate
- Founded-
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
Rooks firmographics
Firmographics- Name
- Rooks
- Legal name
- Formsort Inc.
- Website
- https://rooks.ai
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Rooks industry classification
Industry- Product category
- Healthcare Patient Intake Software
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Patient Intake, Registration & Digital Forms (HLACADAD)
- akta.pro secondary industries
- Patient Access, Registration & Intake (Front-End RCM) (HLACACAE), Patient Intake, Digital Registration & eForms (HLACAEAF)
Keywords
Where Rooks is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Rooks business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Operations, Marketing or Sales, Personnel
Revenue model
- Subscription + Per-Intake Fees: Starter plan at $20/month includes 10 completed intake submissions. Building forms is free. After 10 completed intakes, additional completed intakes are billed at a flat per-intake rate. Seats and forms remain unlimited regardless of tier.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Starter Plan - $20/month for 10 completed intake submissions |
Go-to-market motion1 record
Distribution channels1 record
Rooks product offering
Product offeringCore offering
Rooks provides a HIPAA-compliant patient intake platform that lets healthcare clinics upload an existing PDF intake form and have it automatically converted into a live, online fillable form using AI. The resulting forms support conditional logic, validation, and digital signatures, and are delivered to clinic patients as a self-serve intake experience, with the service sold as a monthly subscription to the clinic.
Product overview
Rooks is a single unified product — a HIPAA-compliant patient intake platform for healthcare clinics. The core offering consists of an AI-powered form builder agent that converts existing PDF intake packets into live online forms with conditional logic and validation. Rooks handles the full intake workflow: patients complete forms on mobile, staff receive clean structured responses, and signed PDFs are auto-generated on submission. The platform is priced as a single Starter plan tier at $20/month. The product is built by the Formsort team, leveraging seven years of HIPAA-compliant form infrastructure expertise.
Differentiator
Problem solved
Functional benefit
Products and services
- Rooks Patient Intake Platform A HIPAA-compliant SaaS platform that converts a clinic's existing PDF patient intake form into a live, online fillable form using AI, with built-in conditional logic, field validation, and digital signature capture. It is sold on a self-serve basis to U.S. healthcare clinics such as speech and language, behavioral health, PT/OT/rehab, and specialty medical offices.
Quantifiable outcome
- Patients complete intake on their phone before the visit
- +2 more outcomes
Companies that use Rooks
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles1 record
Rooks technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature5 records
Rooks partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and supporting.
- Formsort Inc.coreRooks is a service operated by Formsort Inc. The company was founded by the Formsort team, bringing seven years of HIPAA-compliant form infrastructure experience to the Rooks product. Formsort Inc. is the legal entity behind Rooks.
- OpenAIsupportingLLM provider used for AI-powered document processing and form building features. Non-personally identifiable form metadata and user-generated prompts may be shared with OpenAI for model improvement purposes. Patient form responses are never sent to OpenAI.
- AnthropicsupportingLLM provider used for AI-powered document processing and form building features. Non-personally identifiable form metadata and user-generated prompts may be shared with Anthropic for model improvement purposes. Patient form responses are never sent to Anthropic.
- Amazon Web Services (AWS)supportingCloud infrastructure provider used to securely store patient form data. Rooks uses AWS for encrypted data storage of HIPAA-protected health information.
- StripesupportingThird-party payment processor for subscription billing. Subject to Stripe's own terms of service and privacy policy. Rooks uses Stripe for payment processing of subscription fees.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Rooks competitors and assessment
Company assessmentDirect peers
- Phreesia: Phreesia is a leading patient intake, registration, and engagement platform purpose-built for healthcare. It directly competes with Rooks in digitizing patient intake forms for clinics, with deeper integrations into EHRs and larger health systems.
- Mend: Mend offers digital patient intake, telehealth, and patient engagement for practices and behavioral health providers. It competes with Rooks in digitizing intake paperwork for ambulatory and behavioral clinics.
- Klara: Klara is a HIPAA-compliant patient communication and intake platform used by independent practices. It overlaps with Rooks on digital intake and patient-facing workflows for ambulatory clinics.
- Formsort: Formsort is the parent company of Rooks and the underlying form infrastructure provider. While Formsort serves a broader market beyond healthcare, its healthcare-grade form capabilities directly overlap with Rooks' product and are the platform Rooks is built on.
Broad incumbents
- Jotform: Jotform is a major general-purpose form builder with a HIPAA-compliant tier and a large template library used by healthcare clinics. It competes with Rooks as an incumbent alternative for clinics that prefer a broader form platform with paid HIPAA add-ons.
- Typeform: Typeform is a leading conversational form builder used by SMBs and increasingly healthcare marketers. It is comparable to Rooks as a general-purpose form tool that could add HIPAA features and serve similar clinic use cases.
- Relatient: Relatient is a patient engagement platform with digital intake, appointment reminders, and self-scheduling used by medical groups. It serves as a broader incumbent alternative to Rooks for clinics seeking an all-in-one patient communication suite.
Emerging players
- NexHealth: NexHealth provides a patient experience platform covering online scheduling, digital intake forms, and EHR integration for dental and medical practices. It overlaps with Rooks on HIPAA-compliant digital intake, particularly for SMB specialty clinics.
- Luma Health: Luma Health offers patient intake, scheduling, and communication workflows for specialty and ambulatory practices. It is comparable to Rooks as an emerging patient intake solution targeting outpatient clinics.
Regional players
- doctolib: Doctolib is a leading European patient booking and intake platform. It is comparable to Rooks in digitizing patient intake and online scheduling, but operates primarily outside the US and therefore does not directly compete in Rooks' home market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Rooks social profiles
Digital presenceRooks compliance and trust
Trust signalCompliance2 records
Rooks financial estimates
Financial estimateRevenue estimate
Valuation estimate
Rooks leadership team
Management profileNumber of profiles
Rooks funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Rooks M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Rooks
What does Rooks do?
Rooks provides a HIPAA-compliant patient intake platform that lets healthcare clinics upload an existing PDF intake form and have it automatically converted into a live, online fillable form using AI. The resulting forms support conditional logic, validation, and digital signatures, and are delivered to clinic patients as a self-serve intake experience, with the service sold as a monthly subscription to the clinic.
Is Rooks a public or private company?
Rooks is a private company. It is classified as corporate owned and is currently operating.
When was Rooks founded?
Rooks was founded in -1. It employs 1 to 10 people.
Where is Rooks based?
Rooks is headquartered in New York, United States, in the North America region.
How does Rooks make money?
One revenue line is on record: subscription + Per-Intake Fees.
Who are Rooks's main competitors?
Direct peers on record are Phreesia, Mend, Klara and Formsort. Broad incumbents are Jotform, Typeform and Relatient. Emerging players are NexHealth and Luma Health. doctolib is listed as a regional player.
Does Rooks have an API?
No public API is recorded for Rooks.
What industry is Rooks in?
Rooks's product category is Healthcare Patient Intake Software. Its primary akta.pro industry code is HLACADAD, Patient Intake, Registration & Digital Forms, with a secondary code of HLACACAE, Patient Access, Registration & Intake (Front-End RCM). Its SIC code is 7372.