Legal Form BuilderPowered by AI
Capture client intake details, case information, consultation requests, and document consents with secure, professional legal forms — built in minutes.
Powerful Legal Form Builder Features
Everything you need to build, deploy, and manage legal forms
Client Intake Forms
FlexForm generates comprehensive client intake forms covering personal information, matter type, opposing parties (for conflict checks), budget, and representation preferences. Prospective clients complete the form before their first call — saving attorneys 20 minutes per consultation.
Case Intake & Matter Opening
Standardize how new cases are opened with FlexForm's case intake forms. Capture case type, key dates, party names, and intake notes in a structured format that feeds directly into your matter management system.
Consultation Request Forms
Replace generic contact pages with FlexForm consultation request forms that capture matter type, urgency, and a brief description upfront. Route inquiries to the right practice group automatically — so attorneys receive pre-qualified leads.
Engagement & Consent Forms
Collect signed engagement letters, fee agreements, and document release consents digitally. FlexForm's e-signature fields produce timestamped consent records that meet standard legal documentation requirements.
Secure, Encrypted Submissions
Every FlexForm submission is encrypted in transit (TLS 1.3) and at rest (AES-256). Access to submitted client data is scoped by user role, with full audit logs — essential for maintaining attorney-client confidentiality obligations.
Practice Management Integrations
Push FlexForm client intake data directly to Clio, MyCase, PracticePanther, or any system with a REST API. When a prospective client submits your intake form, a new contact and matter draft appear in your practice management tool automatically.
Popular Templates
Start with a pre-built template and customize with AI in seconds
Legal Form FAQs
Common questions about using FlexForm for legal forms
Can FlexForm be used for attorney-client privilege-protected intake information?
FlexForm is designed for secure data collection with TLS encryption in transit and AES-256 encryption at rest. Access controls let you restrict submission visibility to specific staff members. We recommend reviewing your jurisdiction's bar rules regarding electronic communications with potential clients before deploying client intake forms.
Does FlexForm support conflict-check fields in client intake forms?
Yes. FlexForm's AI can generate client intake forms that include opposing party name, related entity names, and referral source fields — the data needed to run a conflict check. You can export submissions to CSV or push them via webhook to your conflict-check database.
Are FlexForm e-signatures legally binding?
FlexForm's e-signature fields capture a drawn or typed signature with a timestamp, IP address, and user-agent record. This meets the basic requirements of the U.S. Electronic Signatures in Global and National Commerce (E-SIGN) Act and similar statutes in many jurisdictions. Consult your jurisdiction's rules for specific matters like court filings.
How do I integrate FlexForm with Clio or other legal practice management tools?
FlexForm supports Zapier and direct webhook integration. When a client submits your intake form, FlexForm can create a new contact and matter in Clio, MyCase, PracticePanther, or any system with a Zapier app or REST webhook. Enterprise plans include custom integration support.
Can I brand the intake form with my firm's logo and colors?
Yes. FlexForm's theme editor lets you add your firm's logo, set custom brand colors, and choose fonts that match your website. Your clients see a professional, branded experience — not a generic form tool.
Streamline Your Client Intake Process
Join law firms using FlexForm to replace intake email chains with secure, structured digital forms that qualify clients before the first consultation.