Streamline client information capture with Custom Forms
Build simple, digital forms to suit the needs of your firm, from initial onboarding through to customer feedback at the end of the matter.
Collect the information you need quickly
Easy, customisable forms
Customise forms for your firm’s department, client and matter types, and create flexible templates to suit any requirement.
Accelerate information capture
Add online forms to your client facing workflows and collect the information you need quickly, whilst providing a first-class experience.
Everything you need in one place
Easily collect and organise data from your client in a single view, alongside any CDD, source of funds checks and payments.
On-demand Webinar
Streamlining Client Information Capture with Custom Forms
In this session, we’ll show you how to use Custom Forms to create bespoke yet simple forms to capture client information in just a few clicks – plus, you’ll hear from Woodstock Legal Services about their own use of Custom Forms at the firm.
A flexible, digital approach
- Create mobile-friendly, firm branded online forms
- Combine with KYC, AML and payments
- Review information in easy-to-read reports
- Reduce delays and streamline client interactions
- Support surveys, client questionnaires, source of wealth questionnaires and more
