eForms & More AI / Legal & Professional Services
Legal & Professional Services

Every hour your staff spends
on paperwork is an hour
that isn't billed.

eForms & More AI automates client intake, matter document routing, e-signatures, and approval workflows for law firms and professional services organizations — for less than the cost of a part-time employee.

Calculate My Savings → Book a 15-Minute Discovery Call
✓
No software to install
✓
Live in under 30 days
✓
Unlimited users, one flat fee
✓
ESIGN Act compliant e-signatures
✓
GDPR & CCPA compliant
🔒 256-bit encryption
✍️ ESIGN Act & UETA compliant
🔗 Integrates with practice management systems
👥 Unlimited users included
📋 Complete document audit trail
The problem

Four ways document admin
is costing your firm every month.

These aren't edge cases. They're the daily operational drag that compounds across every matter, every client, every month.

01
Client intake is slow, manual, and inconsistent
New matter intake involves emails back and forth, PDFs attached to emails, chasing signatures, and manually entering data into your practice management system. Each intake takes hours that should take minutes.
Smart electronic intake forms auto-route to the right attorney, trigger e-signature requests, and push data directly into your existing systems — without a single manual step.
02
Document approvals move through email chains
Contracts, engagement letters, and matter documents pass through multiple reviewers via email — creating version confusion, missed approvals, and no clear audit trail of who reviewed what and when.
Automated approval routing sends documents to the right reviewer in the right sequence, with deadlines and notifications built in. No more version chaos or missed sign-offs.
03
Client document exchange is friction-heavy
Clients email sensitive documents, you print them, scan them, upload them, and hope nothing gets lost in the process. Every extra step is a security risk and a client experience problem.
Secure client portals let clients upload, sign, and exchange documents directly — with automatic routing, encryption, and notifications on your end. No email attachments, no printing.
04
No visibility into matter document status
When a partner asks where a document is in the review process, the answer is usually "let me check." Documents sitting in someone's inbox have no visibility and no deadline accountability.
Real-time workflow dashboards show every document's status, current owner, and time-in-stage — so nothing sits undetected and no deadline is missed.
Use cases

Built for how legal and professional
services firms actually work.

Pre-configured workflows for the processes that consume the most time in your practice.

📥
Client intake automation
New client and matter intake forms that collect information, verify completeness, trigger conflict checks, and route to the assigned attorney — automatically.
Time saved: 3–5 hrs per matter
✍️
Engagement letters & e-signatures
Send, track, and collect signed engagement letters electronically. ESIGN Act and UETA compliant. Signed documents automatically filed and audit trail preserved.
Avg. turnaround: same day
🔄
Contract review workflows
Route contracts through multi-stage review with automatic escalation, deadline alerts, and version control. Every reviewer action logged with timestamp and notes.
Zero missed approvals
🔐
Secure client portal
A branded, encrypted portal where clients upload documents, sign forms, and communicate — replacing insecure email attachments and manual scanning entirely.
256-bit encrypted
📊
Matter document tracking
Real-time visibility into every document across every active matter. Know what's pending, what's overdue, and what's complete — without asking anyone.
Live dashboard included
🔗
Practice management integration
Connect to Clio, MyCase, PracticePanther, or your existing system via API. Data flows directly — no duplicate entry, no manual imports, no sync errors.
API integration
How it works

From paper-heavy to
fully automated — in 30 days.

A fully managed service. We configure everything. Your team just works in it.

🗺️
We map your intake and matter workflows
A short discovery session identifies your highest-friction processes — intake, approvals, client exchange — and we design the automation around them.
⚙️
We build your forms, portals, and routing rules
Intake forms, approval workflows, e-signature triggers, client portals, and dashboard reporting — all configured by our team before go-live.
🚀
Your team and clients go live immediately
100% browser-based — no software for your staff or clients to install. Minimal training. Most firms are processing matters on day one.
🔄
We evolve it as your practice changes
New practice areas, new workflow requirements, new integrations — we handle updates at no extra cost. One monthly fee, ongoing managed service.
Before & after — mid-size law firm
New client intake time
2–3 daysUnder 1 hour
Engagement letter turnaround
3–5 daysSame day
Document approval routing
Email chainsAutomated routing
Client document exchange
Email attachmentsSecure portal
Matter document visibility
UnknownReal-time dashboard
Staff time on admin per week
15+ hrsUnder 3 hrs
The return

Reclaim billable hours.
Reduce overhead. See it in 30 days.

Adjust the slider to match your firm size and see your estimated monthly savings. Most firms recover their investment within the first billing cycle.

Get My Full ROI Report →
Staff hours spent on document admin per month
Hours/month150 hrs
At avg. $40/hr admin cost$6,000/mo
25–50% time savings$1,500–$3,000/mo
Platform investment$2,500–$4,500/mo
$18K+
Estimated annual savings at this team size
Platform capabilities

Everything your practice needs
to eliminate document drag.

One platform, one monthly fee, unlimited users — attorneys, paralegals, and support staff all included.

📋
Smart electronic forms
Intake forms, conflict check forms, engagement surveys — built once, used every time. Data validates automatically and routes to the right place without manual intervention.
✍️
E-signature (ESIGN & UETA compliant)
Collect legally binding signatures on any document from any device. Full audit trail attached to every signed document. No third-party signature tool required.
⚡
Automated approval workflows
Multi-stage document approvals with deadline alerts, automatic escalation, and a complete chain-of-custody record on every matter document.
🔐
Secure client portal
A branded, encrypted portal for client document exchange. Replaces email attachments with a secure, auditable, client-friendly interface.
📊
Real-time reporting & dashboards
Live visibility into document status across all active matters. See bottlenecks, overdue items, and completed workflows at a glance — for partners and operations alike.
🔗
Practice management integration
API connections to Clio, MyCase, PracticePanther, and other leading systems. Data flows automatically — no duplicate entry, no manual imports.
"Client intake used to take two days of back-and-forth emails and phone calls. Now it's a form, a signature, and an automatic file — done in under an hour. Our paralegals recovered nearly a full day per week."
Director of Operations · Regional Law Firm
85 attorneys · Midwest

See how many billable hours your firm is leaving on the table.

A 15-minute call is all it takes to map your highest-friction processes and get a clear picture of your ROI. No pressure, no pitch deck.

Calculate My Savings → Book a 15-Minute Call
No software to install · Live in 30 days · Unlimited users · Cancel anytime