FormIQ Solutions for Law Firms
Digitize Client Intake, Customer Due Diligence, and Matter Onboarding
Law firms still rely on email chains, PDFs, and disconnected intake processes to onboard new clients and entities. This creates delays, inconsistent information capture, and limited visibility into who approved what. FormIQ replaces manual workflows with secure, guided digital processes that automate information intake, agreement generation, document collection, and approval orchestration.
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Revolutionize your business with FormIQ. Contact us today to learn more or schedule a demo
The FormIQ Solution
FormIQ modernizes law firm onboarding with intelligent forms, automated agreements, secure document collection, and configurable approval routing. Firms can standardize client intake and due diligence while maintaining flexibility across practice areas and jurisdictions.
Smart Intake Forms
Collect client and entity information through dynamic, guided forms that adjust based on matter type, jurisdiction, risk level, and client profile.
Document & Evidence Collection
Request and receive supporting documents (IDs, corporate registries, org charts, proof of address, source-of-funds evidence, authorizations) in a structured, trackable workflow.
Agreement Automation
Generate engagement letters, disclosures, and standard intake documents automatically using captured data - reducing drafting time and eliminating manual copy/paste errors.
Multi-Party Signatures and Routing
Coordinate signatures across clients, beneficial owners, internal reviewers, and partners with sequenced routing and real-time status tracking.
Digital Audit Trails
Maintain a centralized record of every submission, revision, approval, and signature with permission-based access, encryption, and audit logs.