AI-Agents for Legal Services working with Formstack
Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Send approved client agreements for signature and update the matter team.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsReply to prospective clients with approved service facts and flag gaps.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
49 toolsBook prospective client consultations with an available attorney.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsResolve colleague access to private client matter channels.
Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.
19 toolsRequest missing power of attorney forms before legal approval continues.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
33 toolsAdd text from photographed evidence to the right legal review case.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsCheck prospective client emails before the firm follows up.
Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.
33 toolsSend engagement agreements and show which client signatures remain.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 tools
