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How it works

Less admin. Less thinking. Faster form work.

FormEvo at a glance

Cloud-based

  • Multi-platform and device
  • Zero installation

Security

  • Ethical walls
  • Obfuscated data
  • SSO and multi-factor authentication

Data protection

  • Compliant with Privacy Act 1988 and APPs
  • Control of data retention period

Easy management

  • Pre-populated info
  • Form Bundling
  • Case and Document Management Integration

Easy collaboration

  • Management and Peer Review
  • Built-in Validation
  • In form messaging & notes

Flexible user-based pricing

  • Pay for actual users – no more underutilised licences
  • Transparent pricing and clear billing
  • Scalability on demand

Benefits of FormEvo

Less admin. Less thinking. Faster form work.

A comprehensive, cloud-based forms library

Access over 1,000 prescribed legal, tax and corporate forms, centrally maintained and updated in the cloud.

  • Full electronic forms library, always current
  • Prescribed forms across key practice areas
  • Accessible from anywhere, consistent across offices

Structured completion that supports compliance

Digital forms are designed to reduce avoidable errors while supporting regulatory expectations.

  • Guided completion to capture required information
  • Built-in validation to reduce incomplete submissions
  • Clear audit trails and electronic signing
FormEvo compliance

Workflow bundles for complex form sets

For related forms used together, common data can flow automatically across the group.

  • Key information reused across connected forms
  • Automatic calculations where relevant
  • Reduced duplication and rework

Sharing and e-signing built in

Share forms securely with clients and apply electronic signatures without relying on email attachments.

  • Controlled access and permissions
  • Two-factor authentication where required
  • Signing activity recorded automatically

Integrates with your existing systems

FormEvo connects with case management, search platforms and document management systems including iManage and NetDocuments.

  • Data flows back into the matter file
  • Reduced duplication of key information
  • Standard integrations included in most cases

Designed for firms of different sizes

Whether you are a high street or multi-office practice, FormEvo scales with your structure.

  • Consistency across teams and offices
  • Greater visibility for administrators
  • Flexible licensing as your team evolves

Take a closer look at how FormEvo
keeps forms accurate

Want to speak to someone? Call our team who can guide you through the benefits of FormEvo on 0330 551 9341.