Client Information Capture
with Custom Forms

natasha boyland woodstock legal services

Natasha Boyland
Director and Head of Risk & Operations
Woodstock Legal Services

Ellie Devey-Robson
Head of Customer Support

Collecting a large amount of client information before you can open cases is not only time-consuming, but also not usually a process for which you bill your clients. 

This is why it makes good financial sense to streamline your firm’s onboarding steps into a slick and automated process. 

We understand that no two law firms have the same approaches and methods – which is why Custom Forms exists as a flexible solution for information capture within the Legl platform. 

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. We’ll cover:

  • How you can save your firm time and money whilst impressing your clients with a simple, digital way of sharing information
  • An overview of potential Custom Forms use cases, including how Woodstock Legal Services are currently using the feature for their clients
  • A live build of a Custom Form

Watch now

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