FormEvo

FormEvo is the next generation of legal forms, future proofing your practice. Save time retyping data into forms.

FormEvo is the next generation of legal forms, future proofing your practice. Save time retyping data into forms.

The FormEvo integration will prepopulate relevant fields in any forms available in FormEvo with data that has already been recorded on the Matter in Actionstep such as the client’s name, address, date of birth, date of marriage, property details, claim details, etc. All bespoke to your firm and the form you want to populate.

Key Features:

Fully Customisable

Regardless of your actionstep setup, Verlata’s FormEvo integration is fully customisable and features easy to use, intuitive field mapping. Available fields within a FormEvo form are conveniently displayed, and can be mapped to
matter fields, allowing you to autopopulate a form with appropriate matter data that is available.

Increased Productivity

At the touch of a button all mapped fields will be automatically inserted into their respective locations within the FormEvo form you are creating. Time savings in data entry alone allow your teams to create more forms in the same timeframe, spend more time checking documents for errors, or free them up to do other revenue generating activities.

Reduced Human Error

With Verlata’s FormEvo integration, inputting the right information into the wrong field can be a thing of the past. With matter data input directly to the appropriate fields in a FormEvo form, the opportunities for human error are significantly reduced.

Protects Your Firm

Documents with mistakes and having to be redone can ultimately affect a firms reputation. Worse still, they can potentially incur additional resubmission
costs; whether as time delays, missing deadlines or additional fees. In automating the population of forms in FormEvo through Verlata’s FormEvo integration, these risks are significantly reduced, protecting your business.

Single Sign On

With Verlata’s FormEvo integration, you’ll never need to login or remember a FormEvo password again. By clicking the ‘create’ button , you will automatically be taken to FormEvo and signed in (assuming your user has access to FormEvo).

All Within Actionstep

Verlata’s FormEvo integration 1s built directly into Actionstep, allowing you click a button to find and create a FormEvo form , directly within Actionstep.