Forms

Collect and manage information accurately and consistently with customizable forms that streamline data entry and intake across your firm.

Simplify data collection.

Easily create and apply forms to gather critical information consistently and accurately. Standardize data entry to minimize errors and save time on repetitive tasks. Tailor forms to specific case types for efficient data collection every time.

Standardize intake processes.

Ensure intake procedures are smooth and reliable with standardized forms that guide teams through each necessary step. Forms for client onboarding, case assessments, and more help maintain quality and compliance across departments.

Reduce admin time.

Automate routine data entry to free up your team’s time for more valuable work. Pre-built forms cut down setup time and reduce the risk of errors. With less manual data gathering, your team can focus on tasks that truly matter.

This image shows the no-code Lupl form builder which is used to configure and customize the form before sharing externally with clients or stakeholders.

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.
This screenshot is a Lupl workstream form that has been shared publicly. Users can fill out this form and submit their information directly to the relevant matter team.

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.
This screenshot shows the result of a form submission in Lupl. Workstream items are automatically added as forms are filled out and submitted.

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.

Automations

Save time, reduce errors, and allocate work more effectively through workflow automations.

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AI

Use natural language to generate summaries, reports, and drafts to use for client updates.

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Templates

Streamline your legal processes with customizable templates that save time and reduce errors.

Explore Templates →