Custom Forms

Streamline information collection and enable your clients to share information in a few minutes. 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, custom 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 fund checks and payments.

A flexible, digital approach

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