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Forms
Collect Information with Ease

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Streamline Data Collection

Streamline Data Collection

Gather essential case information and directly upload information to the case file.

Customize<br>Forms

Customize
Forms

Use the advanced form builder to tailor forms using various field types.

Share<br>Seamlessly

Share
Seamlessly

Assign forms as needed through automated flows, or allow users to update forms at any time from their portal.

Form Customization

  • Capture essential case information: Build forms using diverse field types.
  • Tailor form design: Drag-and-drop functionality easily allows for rearranging fields and sections.
  • Customize field names: Customize how the field is displayed to users.
  • Make it dynamic: Customize field visibility based on user input in other fields.
  • Review form history: Access edit history in activity notes to track changes over time.
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Advanced Form Features

  • Create dynamic forms: Use conditional logic to customize the visibility of form fields based on other field inputs.
  • Prevent incomplete submissions: Use mandatory fields to require specific fields to be filled out before form submission.
  • Keep critical data intact: Display information to users with view-only fields.
  • Guide users: Provide context or instructions with WYSIWYG editor description fields.
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Diverse Form Types

  • Update information at any time: Give users flexibility for updates at any time with static forms.
  • Automate form assignments: Reduce manual follow-ups with automated flow form assignments for legal intake forms and follow-ups, ensuring timely submissions.
  • Submit project information directly to the CMS: Use project forms* to allow internal teams to update information in the case file.

*Denotes add-on option. Contact sales for more information.

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