Case studies
Collect client facts and generate cleaner case intake records
Law firms can gather structured client details, supporting documents, matter summaries, and signed acknowledgement workflows.
The challenge
Initial consultations often rely on free-form notes and email attachments that are difficult to standardize.
How FormWiz helps
FormWiz uses guided intake questions, file uploads, conditional sections, access controls, and document generation to keep matter data organized.
The result
Legal teams can review complete intake packets before consultations and reduce back-and-forth.