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.

Built by the Cloudify Legal team, 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:

  • Auto-populate forms with data from Actionstep. No need to retrieve data from multiple places and manually entering.
  • Easy to use, innovative and flexible forms to help you complete legal forms faster.
  • Extensive and up to date cloud-based legal forms library of English, Welsh and Scottish form templates ensures you always complete the most current forms.
  • Secure electronic sharing of forms and documents for review with electronic signing of completed forms means a faster process.
  • Auto-calculate and auto-populate of up to 94% of form data reduces the number of requisitions.
Price: Integration pricing based on number of users + FormEvo subscriptionAuthor: FormEvoContact UsRequest access
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