custom forms legl

Streamline Client Information Capture with Custom Forms


Is your law firm still utilising outdated methods to collect information from clients? If so, it’s time to consider embracing the power of Custom Forms with Legl. This innovative feature is designed to enhance client engagement and streamline data collection, resulting in a more efficient and effective legal practice.

The benefit to using Custom Forms

Custom Forms offer a comprehensive solution that enables law firms to completely replace legacy data collection processes, resulting in a digitised client experience that is seamless and intuitive. The feature caters to the unique requirements of your law firm when it comes to information gathering from clients.

With Custom Forms, you can centralise all of your information-gathering processes online, eliminating the need for disparate systems such as email or separate forms. This not only saves time, but also ensures that all data is easily accessible in a single location. Whether you need to gather information as part of a workflow or for specific requirements, Custom Forms can be customised to fit your needs.

Additionally, Custom Forms come with automated reminders, minimising the need for manual follow-up and allowing you to focus on other important aspects of your legal practice. All collected information is seamlessly integrated into the legal dashboard, providing a complete and unified view of client data.

In today’s fast-paced digital world, law firms must adapt and evolve to meet the needs of their clients. Custom Forms can help your law firm enhance client engagement, streamline workflows, and ultimately, deliver better outcomes for your clients

Use Cases for Custom Forms

Some firms use Custom Forms for collecting more complex business structure information for corporate matters, asking for marketing consent as part of an onboarding workflow, and including more detailed sorts of wealth questions as part of a Source of Funds check.

custom forms use cases

The sky is the limit when it comes to the use cases for Custom Forms. So, don’t hesitate to reach out to your customer success manager or legal support to help you set up workflows. They can help you get started, so you can start enjoying the benefits of using Custom Forms right away.

Real-Life Example

Natasha Boyland, Director and Head of Risk & Operations at Woodstock Legal Services, shared how her team has benefited from Custom Forms. When Custom Forms were introduced, Natasha said, “My team was excited because they had to ask for a National Insurance number under the CQS requirement, and that was going out in an email or getting lost in a chain. So they decided to build a custom form and add it into a workflow, and now it’s all automated going out. Now, we know it’s being captured, and if it’s not, Legl tells us that it hasn’t been captured or completed.”



Natasha says, “What I’m seeing with the team, and the feedback that we receive from our clients and the support team themselves, [is that Custom Forms] reduce admin time, whichi s your return on investment immediately.” Her team can now focus on other aspects of their work or their own development to ensure that the workflows are running smoothly. It’s simple, easy and automated.

Want to learn more?

Don’t hesitate to get in touch with the Legl team if you’d like to learn more about how Custom Forms could help with data and information capture at your firm.