Forms you build once, then automate from

Add a booking form to a service and clients answer extra questions when they book. No separate intake tool required.

For work that is not an IRCC PDF, build firm intake forms and attach them to a program template or a file. Clients complete them in the portal.

Link an intake form to a contract template. Field answers become merge variables in the retainer. When a client books a service with that contract, the contract goes out for signature — and if the form is linked, they complete it in the portal before they can sign.

Attach a reminder template to the same service. Appointment reminders go out before the meeting and can use booking and form details (name, date, time, meeting link, and answers you collected). Payment reminders follow unpaid invoices on their own schedule.

Forms, contracts, and reminders live in your firm catalog. Assign them to services and files as you need — without rebuilding the same questions for every client.