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

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

Man Reviewing Legal And Insurance 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, Accounting, & Insurance

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

Field Level Encryption

Maintain total privacy with encrypted forms or individual fields if you prefer, encryption at rest, and in-transit encryption.

Self hosted platform

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

Build forms and APIs with drag and drop functionality with

Our easy-to-use form builder makes it easy for non-technical personnel to create, edit, and manage forms — no IT ticket required.

More Key Features For Firms And Agencies

What can you do with supports PDF conversion

Save hundreds of hours by auto-converting your legacy PDFs to dynamic, JSON-driven, responsive PDF forms. Submission Revision 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 Redundant fields

Trim time-wasting tasks of re-entering the same thing over and over when you can enter it once and autopopulate redundant fields common in legal paperwork.

Save Forms For Later

Let users save incompleted forms to finish later, securely to your database, instead of left open in local storage on their device. has offline mode

Never worry about being out of service when you can collect data offline and sync when back online. is mobile optimized

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

Legal And Insurance 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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