Forms in your firm's workflow
Collect questionnaire answers and uploaded documents, then use those answers in Dockets. LegalsOne configures the platform around a firm's processes during onboarding. The exact setup should be reviewed with your team before launch.
What this module covers
- Shareable questionnaire links
- Client document uploads
- Answers connected to documents
How these pieces are introduced depends on the work your firm wants to bring into one system. Review your current process and decide who needs to see, enter, approve, and report on each step.
See it with your own example
Send a sample questionnaire. Check the client experience, incomplete answers, uploaded files, and the staff review before document creation.
Bring the people who use this process into the demonstration. Ask what is available in the proposed build, what needs configuration, and what the team will be responsible for maintaining.
Explore related modules
Share the workflow you want to improve, and ask us to show how Forms could support it.
Book a discovery call