Forms
Collect and manage information accurately and consistently with customizable forms that streamline data entry and intake across your firm.
Scale consistent data collection across the firm.
- Make standardized forms easily accessible to all team members.
- Ensure uniform data across cases by using consistent intake forms.
- Centralize form management for streamlined updates and improvements.
Save and share intake best practices.
- Build a library of forms that reflect best practices and proven templates.
- Enable teams to access and share forms tailored to their specific needs.
- Keep forms updated to align with evolving standards and client expectations.
Intake forms directly into workflows.
- Trigger workflows based on form responses, reducing manual follow-up.
- Use form data to set tasks, assign responsibilities, and track progress.
- Ensure that all collected information flows seamlessly into ongoing processes.
Explore Workflow & Automation Further
Explore even more powerful task management features designed to make managing work no work at all.