Simply Legal features

Forms and workflows

Public forms, internal steps, approvals, registrations, and record updates that move work forward.

What’s included

Consultation intake

Prospects share contact, issue, conflict, and scheduling context before the first conversation.

See how legal teams use this
  • Clients complete the flow on their phone; the intake team sees the structured record immediately.
  • If the consultation fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Matter opening forms

Approved clients provide the details the firm needs to open and organize a matter cleanly.

See how legal teams use this
  • Clients complete the flow on their phone; the intake team sees the structured record immediately.
  • If the matter fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Client document requests

Clients upload requested files through a focused link instead of scattering attachments through email.

See how legal teams use this
  • Clients complete the flow on their phone; the intake team sees the structured record immediately.
  • If the document request fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Referral intake

Referral partners send structured context that lands in the right review list.

See how legal teams use this
  • Referral partners complete the flow on their phone; the intake team sees the structured record immediately.
  • If the referral fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Contact updates

Clients and contacts update addresses, phone numbers, and communication preferences in a controlled flow.

See how legal teams use this
  • Clients complete the flow on their phone; the intake team sees the structured record immediately.
  • If the matter fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Public forms that write to the right records

Put the form where clients already are, then write the answer to the right record.

See how legal teams use this
  • Clients can submit from a phone, and the answers land on the right record instantly.
  • Nobody retypes email or paper submissions into the database again.
  • Every submission can trigger a confirmation and a follow-up task automatically.
IncludedIncluded on every plan, including Free.

Applications and intake

Collect structured application or intake data and move it into review, records, and follow-up without retyping.

See how legal teams use this
  • An application can collect exactly the fields the decision needs, files included.
  • A review queue can track every application from submitted to decided.
  • Applicants can move through stages with the full history kept.
IncludedIncluded on every plan, including Free.

Registrations and signups

Run signups for events, programs, memberships, services, or any other participation workflow.

See how legal teams use this
  • A signup can cap at capacity and close itself when full.
  • Registration answers can drive rosters, name tags, and follow-up lists.
  • Payment can happen inside the same registration flow.
IncludedIncluded on every plan, including Free.

Self-service updates

Let people update the records they are allowed to touch instead of sending changes through email.

See how legal teams use this
  • Clients can confirm and correct their own details through a secure link.
  • The annual information refresh can stop being a season of phone calls.
  • Changes can wait in review before touching the live record.
IncludedIncluded on every plan, including Free.

Capacity and waitlists

Set capacity, collect waitlists, and keep signup pressure visible when a session, room, event, or service fills.

See how legal teams use this
  • When capacity fills, the next signup can join a waitlist automatically.
  • An opened spot can go to the next person in line without a scramble.
  • Capacity rules stay honest — no accidentally overbooked lists.
IncludedIncluded on every plan, including Free.

Shareable workflow pages

Give any wizard a clean hosted URL so it can stand alone, be shared, or sit behind a branded website link.

See how legal teams use this
  • A form can live at a clean, branded, shareable link with no website changes needed.
  • A QR code, email, or text can point straight at one specific flow.
IncludedIncluded on every plan, including Free.

Review workflows

Turn submissions and changes into reviewable steps before the system treats them as final.

See how legal teams use this
  • A submission can require review before it becomes a live record.
  • Approvals can route to the right person with everything they need to decide.
IncludedIncluded on every plan, including Free.

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