Retain clients and customers longer when you make it simple and convenient for them to provide required documents through online legal forms.

By automating the creation of proposals, quotes, policies, contracts, and claims with a single platform.

Legal Forms

Connect with your agency or firm's existing applications so your data doesn't stay trapped in a single silo

Keep your team up-to-date and in-the-know when customer data is at their fingertips in real-time.

Legal forms

Uncompromising security, cross-system compatible, plug-n-play data management that's built for firms and agencies.

Field Level Encryption

Maintain total privacy with form field level encryption, encryption at rest, and in-transit encryption

Form Data Security Compliance

Form data security compliance is never at risk when you maintain 100% control of your application and submission data within your own environments

Build forms and APIs with drag and drop functionality with

Build and manage complex forms and APIs in one step using the simple drag & drop form-building interface without having to write code

More Key Features For Firms And Agencies

What can you do with

PDF Forms

Erase PDF-pain by outputing submissions to PDF or turning them into an embeddable, dynamic PDF forms automatically

Form Change Logs

Track any change, to any field, on any form, for all of time, and output to a PDF audit log so you're never in the dark.

Auto populate forms

Trim time-wasting tasks of re-entering the same thing over and over when you can enter it once and auto populate forms with redundant fields that are common in insurance paperwork.

Auto Save Forms

Auto save forms lets users save unfinished forms to finish later, securely to your database, instead of left open in local storage on their device.

Offline Mode For Forms

Never worry about being rural when you can collect data offline and sync when back online

Mobile Responsive Forms

Reach your customers and clients with mobile responsive forms, out-of-the-box, that work on any device.

Legal forms is built for Firms And Agencies

  • Stay in sync when relevant information is routed to all necessary systems
  • Collect and manage sensitive documents in a fully compliant form and data management system, even under the strictest regulations.
  • Onboard new clients, collect policy information, and send automated quotes with a dynamic, conditional form building system.
  • Get peace of mind knowing your data is encrypted, secured, and hosted in your environment
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Open Source Platform

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