First impressions matter in the courtroom and your inbox

Upgrade your law firm's digital lobby. FlowyForm provides secure, conversational intake flows that respect client privacy while ensuring you get the exact case details you need to win.

Secure onboarding for modern practices

Eliminate paper friction. FlowyForm automates the collection of sensitive case data, allowing your attorneys to arrive at every consultation fully prepared.

Encrypted Data Collection

Protect privileged information. Our platform is built with high-level security protocols to ensure that every client response remains confidential and secure.

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Conflict Checks

Instantly screen potential clients. Use logic branching to identify potential conflicts of interest before you ever schedule a consultation.

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Professional Aesthetics

Reflect the authority of your firm. Replace generic web forms with a sophisticated, conversational interface that instills confidence in your clients.

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Gather detailed case histories

Don't settle for vague inquiries. FlowyForm leads potential clients through a structured dialogue, ensuring you capture specific dates, parties, and project scopes.

  • Electronic Signatures

    Collect preliminary authorizations or intake acknowledgments directly within the form flow.

  • Document Uploading

    Allow clients to securely upload ID copies, existing contracts, or evidence during intake.

  • Time-Stamped Submissions

    Maintain a perfect audit trail of when every client interaction occurred.

Legal data security
Automated legal intake

Automate your case management

FlowyForm isn't just a collector; it's the first step in your firm's workflow. Sync data to your practice management software to keep your office running smoothly.

Seamless CRM Integration

Instantly create client profiles in your CRM the second a form is submitted.

Instant Lead Notification

Notify your paralegals or partners via Slack or Email the moment a high-priority case arrives.

Privacy you can trust

We understand that for legal professionals, data integrity is non-negotiable. FlowyForm is designed to be a silent, secure partner in your firm's growth.

Our design-first approach means your clients feel at ease during difficult conversations, leading to more thorough answers and better attorney-client relationships.

Automated PDF Summaries

Generate case summaries instantly to add to physical client files.

Verified Attachments

Ensure all uploaded evidence is scanned and stored with high-level encryption.

24/7 Virtual Intake

Capture leads while your office is closed without sacrificing the human touch.

Modernize your practice today

Join thousands of legal professionals who have switched to FlowyForm for a more professional, secure, and automated client intake process.