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.

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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.

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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.

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A flexible, digital approach

Additional resources

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