Solo attorneys
Client intake, retainer authorization, engagement letters. Skip the paper file, skip the fax. Every submission arrives as a signed PDF ready for your file.
Try it now. No sign-up required.
The Legal Form Management Software That Ships E-Signed Client Intake in Minutes
Client intake, retainer authorization, engagement letters. Describe the form in plain English, paste a URL, or upload a paper PDF. Watch the AI build it with a native e-signature field and PDF export.
Describe your legal form
Client intake form for personal injury cases,
with signature and full audit trail.
Prompt, URL, or PDF upload
Generate my legal form
Trusted by leading organisations
Signature validity
Every signed legal form stands up later
An e-signature that gets challenged is only as good as what's captured around it. A signature image alone is not enough. Courts and opposing counsel look for the signer's identity, the exact time it was signed, and evidence the signer had reasonable notice of what they signed.
Formester's signature field captures all of that on every submission, on every plan including free. Drawn or typed in the signer's own hand. Stored encrypted at rest and available as a PDF export on Business. GDPR, UK GDPR, and CCPA compliant. Meets ESIGN Act and UETA requirements for enforceable e-signatures in the US, UK, EU, Canada, and Australia.
How firms use Formester for legal form management
Three-step setup that gets a legal intake form live and connected to your firm in under 10 minutes.
01
Organize forms by matter or practice area
Group intake, retainer, and engagement letter forms into Workspaces per practice area (family law, PI, corporate, immigration). Every team member sees only the forms they need.
02
Assign to attorneys and route submissions
Set access roles for attorneys, paralegals, and staff. Route new intake submissions to the right attorney or case manager via email, Slack, or webhook.
03
Export signed PDFs to your DMS
Every submitted form renders as a signed PDF. Auto-upload to Clio, MyCase, Filevine, or your document management system via REST API or Zapier.
How firms use Formester
Watch each step happen inside Formester
Real product screens showing how legal teams actually organize, assign, and export forms.
Step 01 — Organize forms by matter or practice area
Group intake, retainer, and engagement letter forms into Workspaces per practice area (family law, PI, corporate, immigration). Every team member sees only the forms they need.
Step 02 — Assign to attorneys and route submissions
Set access roles for attorneys, paralegals, and staff. Route new intake submissions to the right attorney or case manager via email, Slack, or webhook.
Step 03 — Export signed PDFs to your DMS
Every submitted form renders as a signed PDF. Auto-upload to Clio, MyCase, Filevine, or your document management system via REST API or Zapier.
See it in action
Formester's legal form workflow, actually working
Real product screens. No mockups, no fake data. Every clip is from app.formester.com.
Six ways to create a form
AI prompt, template, scratch, PDF import, backend form, or import from another platform. Pick the shape that fits how you work.
Form builder with live design controls
Drag and drop fields onto the canvas. Change theme, colors, and typography from the right panel. Every change shows on the form in real time.
Ready-made template library
Start from an intake, admission, application, or waiver template. Search, filter by department or industry, publish in minutes.
Form-to-PDF export
Every signed submission renders to a downloadable PDF with the signature block. Upload to Clio, MyCase, or your DMS.
Who uses Formester for legal form management
Legal teams that need signed forms to move a matter forward, without the cost of a full practice management suite.
Small firms (2-20 attorneys)
Standardize intake across the firm, route by practice area, keep everything auditable. Everyone works from the same form library.
In-house counsel
Vendor NDAs, contract requests, policy acknowledgements, DPIA questionnaires. Track approvals across every department with a full audit trail.
Generate Quizzes in Seconds →
Paralegals and legal assistants
Case status updates, document requests, client questionnaires. Send from a Formester subdomain of your firm's domain. No IT ticket required.
Researchers
Participant informed-consent for survey studies, user interviews, and product research. Capture the signed consent alongside the study screener in one submission.
Analyze Customer Feedback →
Schools and colleges
Field trip permission slips, media release for student photos, athletics participation waivers, technology use agreements. Parent name and student name captured on the same signed submission.
Generate Surveys with AI in Seconds →
Event organizers
Liability waivers for attendees, photo and video release for the event coverage, allergen and dietary consent for catered events, minor participation forms with parent signature.
Nonprofits
Volunteer liability waivers, donor recognition consent for annual reports, program participation acknowledgements. Free plan handles unlimited signed consents at $0.
Your submissions, ready for the CRM you already use
Every Formester form ships with a REST API and an MCP server, so submissions don't stop at a CSV. Pipe leads into your agent. Stream applications into your hiring copilot. Nobody else on this list ships MCP.
Plug Formester into Claude, ChatGPT, or any MCP-compatible model
Claude
ChatGPT
Custom agents
Connect Formester to any MCP-compatible model and let it read your signed consent records directly. Ask Claude "which client intake submissions from this week are missing prior counsel details?" or have a custom agent flag any client intake that mentions prior representation so your intake coordinator can pull the conflict check.
Read the MCP docs →Or build directly on the REST API
Self-service token
Webhooks
Business plan +
Pull signed consent records into your CRM or data warehouse, log the timestamp to your compliance system, or push pre-filled consent URLs back from Salesforce. Self-service token at app.formester.com/api in two clicks. No support ticket, no waiting.
Read the API docs →
Privacy and data ownership
Your consent records belong to you. We don't train on them
When you upload a PDF, paste a prompt, or generate a form, that content is used to generate your form and nothing else. Per Section 4.4 of our DPA, Formester does not use Customer Data for analytics, advertising, marketing, or product training. The Google Gemini integration we use to power AI features inherits the same boundary.
Encrypted in transit and at rest, hosted on Heroku and AWS, automated encrypted backups with a 90-day retention, and full data deletion on request. We are GDPR, UK GDPR, and CCPA compliant. We are not SOC 2 or ISO 27001 certified yet, and we will tell you so directly rather than dance around it.
Unlock the full power of Formester
The features that make Formester the practical form layer for teams that don't want to overpay.
Client intake forms with e-signature
Native e-signature field, drawn or typed, with signer IP, timestamp, and user-agent captured. Meets ESIGN Act and UETA requirements for enforceable e-signatures.
PDF export of every signed submission
Every submission renders to a downloadable PDF with the signature block. Upload straight to your DMS or attach to a matter.
Conditional logic for complex intake
Route questions based on practice area, jurisdiction, or client type. A single form can serve family law, PI, and corporate intake.
Custom domain and white-label branding
Host forms on forms.yourfirm.com with your firm's logo and colors. Personal plan and up.
Team seats and roles
25 team members on Business, unlimited on Enterprise. Attorney / paralegal / admin roles built in.
Native integrations
Clio, Zapier (500+ apps), Google Sheets, Slack, webhooks. Push submissions anywhere in your stack.
What our users say
Reviews from G2, Trustpilot, Product Hunt, and Capterra.
GG2 (5 reviews)PProduct Hunt (1 review)TTrustpilot (24 reviews)
G G2
“Formester offers a ton of features and my developer loves using it to integrate to various marketing pages. It's quick and easy to create using drag and drop. It allowed me to remove branding unlike Typeform that has branding even in paid plans. Their support is top notch.”
K
Karthik B.
Social Media Manager · B2C, SaaS, EdTech
G G2
“Beautiful and easy to use. The templates and the floating button feature with easy-to-use integration with Google Sheet is crazy. I was looking for a simple and beautiful form to put on my website for free.”
J
Justin C.
Online Private English Teacher
G G2
“Formester form builder has lots of customisation options. It's very easy to generate online forms. The UI is very attractive and easy to use. No prior experience is required to use it.”
D
Deepika K.
Business Development Executive
G G2
“Formester solves the problem of complicated data collection by providing a quick tool to create customized and automated forms. Ultra-fast form creation thanks to drag and drop.”
G
Guibril D.
Engineer · Renewables & Environment
P Product Hunt
“Great form and always good support. Easy to set up, easy to share, and the team behind it actually responds when you need something.”
B
Banghyun Joo
Dunoit
G G2
“We are able to easily build so many forms for our daily business work. These are easy for sharing too with our clients at one time instantly. There is also a feature for identifying if there is any spam in the form filling process.”
A
Aashika S.
Manager
T Trustpilot
“Reached out using the chat and got a real person who actually helped solve my problem and figured out a creative solution for making my form look and function exactly as I intended. Very quick to respond too and so helpful!”
N
Natasha
2026-06-04
T Trustpilot
“The team behind Formester have been extremely helpful, courteous and welcoming of feedback and ideas. They have always met and exceeded every challenge set to them and work tirelessly to keep evolving Formester. They have created by far the best online form creator I have come across, and I have used a lot over the past decade!! It is intuitive, smooth and looks good with lots of customisation features that competitors are severely lacking.”
J
J Smith
2026-05-29
T Trustpilot
“Formester brings together some amazing technology all in one easy to use tool. The AI form builder makes things a breeze to set up and completed 75% of my build and then another 25% tweaking. Combined with the AI agent workflow automation after forms are submitted, it's one amazing package. Ankit from customer service was awesome too. Great job Formester!!”
S
Shawn Edwards
2026-04-21
T Trustpilot
“We were looking for a new platform for building quizzes for our educational program. This one has not let us down. It has tons of features and is easy to use. The company is super responsive if you have questions or need help with anything. We are looking forward to a long relationship.”
J
Judy
2026-04-01
T Trustpilot
“Formester is an incredibly professional company. They are very helpful, they help solve any problems quickly. The form was originally very customizable, but there were a few features that were not originally included or available. At my request, these features were enabled and changed in a short time, so I was able to completely customize my Quote Form to my needs. I can hardly imagine a better form creation program. The only drawback is that not all options are free, but even boys have to make a living. :) I hope they always remain so professional.”
F
Ferenc Nagy
2026-02-05
T Trustpilot
“great support and the price-performance ratio is good.”
M
Max Müller
2026-01-28
T Trustpilot
“A great, intuitive platform, clear, fast, with many ready-to-use components, an easy-to-use rules editor, but what's most important in IT is... people. Quick contact, substantive questions and answers, and immediate implementation of necessary changes. They added a new feature at my request faster than I could finish my coffee :-) Flexible and attractive pricing; I'll be staying here longer than I thought. I recommend it.”
J
Jan Kowalski
2026-01-19
T Trustpilot
“Loved formester. I used it for a survey for a work project. Loved the collaborative form feature allowing multiple users to work on the same response”
F
Freddie Leatham
2025-12-08
T Trustpilot
“After trying out many different providers, we ended up with Formester, an affordable provider with all the necessary tools to create a great quiz. In addition, they offer personalized customer service that helps you achieve your desired end result down to the last detail. Excellent experience, I would recommend it to anyone.”
M
Major May
2025-10-09
T Trustpilot
“Its by far the best form builder I've used, its got really good ui, and its super easy to use. I create my first form few months ago and never looked for an alternative!”
H
Harish kumar
2025-09-19
T Trustpilot
“I am really impressed with this app/plugin. I looked for ages to find a free with upgrade option that I could use for a personality quiz on my website and couldn't find a good one. Then I saw this recommended on Reddit and I gave it a try. The app makes beautiful forms, and it is SO EASY. Loads of templates to use. I had issues with a few things and I contacted support and they responded almost immediately. I will definitely be upgrading to the paid version when I hit the quiz limit as the free version has been awesome. Recommend A+++”
O
Outlaws Podcast
2025-09-19
T Trustpilot
“Amazing customer service and form that fits all my needs. Have even requested for several features which they delivered within a week. Bugs are acknowledged and fixed quite quickly, usually within 2 working days. The team is very very responsive on the live chat! Will definitely use them for a long time”
N
Nelson Lam
2025-08-26
T Trustpilot
“The free plan is the best out of all the options I've compared. The AI is also very helpful.”
H
Heléne Jordaan
2025-08-22
T Trustpilot
“Awesome product and amazing support from the team. Started using it a few months ago for my art business- couldn’t recommend formester enough!”
r
raphael
2025-01-30
T Trustpilot
“Went through many form Builders for my Lead gen company And I will say it is by far the most affordable and customizable form I have found!! 10/10”
a
alex kushniryuk
2024-11-16
T Trustpilot
“This app has everything you need. And i had a Very good experience with support team.”
S
Suitebras
2024-11-04
T Trustpilot
“We have been in business for over thirty years and were never happy with our ability to communicate successfully and professionally (and easily) with our clientele UNTIL we found Fomester. NOW, we have a way of providing our clients with an EXPERIENCE when completing and submitting online forms needed for us to provide them with outstanding client care. Imagine that - clients actually ENJOYING completing and submitting online forms. I never thought it was possible until we found Forrester. If you are looking for a platform to use for creating online forms and channels of communication with your clients, then look no further. - Formester is the best. Your organization will look professional, and your clients will thank you!”
B
Bob L
2024-10-27
T Trustpilot
“Great experienced with this form, quite huge space for storing data or forms! Amazing features and easy to monitor!”
H
Heroman
2024-05-24
T Trustpilot
“Great software system. Very intuitive and looks absolutely great. Most importantly, I had some things I wanted it to do that were not implemented. I requested the features, Ankit started an online meeting with me and the features were implemented within hours. Stellar support that is hands-down better than others. I highly suggest you use Formester over the other options since it is so simple to use and Ankit is very focused on meeting users requirements/needs. You're not going to find that with the competition.”
C
Chris Dahlkvist
2024-02-01
T Trustpilot
“Formester is one of the best underrated survey tools out there. I was looking for an alternative to Google Forms and chanced upon many, including Formester. Formester has everything I want in a form creator. It's UI is intuitive, simple to understand. Yet, I am able to access every feature they offer within the forms builder page. They provide every kind of element you would want for your survey, including standalone elements like text/images, and all types of survey question formats. Within the questions you have multiple options to make the questions to your liking. It's extremely customizable, from design options body style/text size, font, style, to non-essential effects that improve the experience for users filling up these surveys. It provides logic options for you to change the order or visibility of questions. and an email sending feature with your own SMTP account (although I didn't use it). Their support is awesome, nothing like I've experienced. I received a straighforward answer for a feature I was trying to find, encountered an technical issue that would require a re-deployment to fix, and they acknowledged the issue, promising to keep me updated on when it was fixed. I'm extremely appreciative of the service they offer and the service of the form builder itself. Formester is certainly a viable alternative to Google Forms. The free tier is enough for small personal projects in which you shouldn't expect to burst its response limits. Most of the features that you need are all in the free plan, with paid-only features meant for businesses. I absolutely recommend this to anyone looking for an alternative to the usual form creators, or to spice up your surveys and make creating them more satisfying.”
Y
Ye Qi Lai
2024-01-29
T Trustpilot
“I use Formester for my form-building needs and I'm thoroughly impressed. Their platform is rich with features, making it incredibly user-friendly and efficient for any form-building task. What really sets them apart, though, is their exceptional customer service. Responses to queries are lightning-fast, typically within 10 minutes, which is a rare find in customer support these days. The pricing is also very reasonable, offering great value for such a high-quality product. Overall, Formester.com is an outstanding choice for anyone in need of a reliable and feature-rich form builder. Highly recommended!”
R
Roger Wehbe
2024-01-29
T Trustpilot
“Formester's Drag-and-drop functionality and pre-designed templates make creating forms extremely quick and easy. It's extensive customisation options allows you to tailor forms to your specific needs and branding. The conditional logic, file uploads, and integrations with popular tools like Mailchimp and Zapier make Formester extremely versatile too. I was also impressed with their exceptional support. The team was prompt, knowledgable and friendly in addressing my questions. Since I started using Formester in Dec 2023, the developers have added the quiz function and the provision to add multiple fields in the same row.”
B
Bency M Kurian
2024-01-22
T Trustpilot
“It is an incredible combination of simplicity and power in my opinion. Formester with just a few minutes, can effortlessly create and launch your forms, all while seamlessly connecting with various integrations. The founder and the dedicated staff are truly outstanding, helpful, and motivated.”
D
Digitalfastmind-dot-com
2024-01-17
T Trustpilot
“I loved how accurate and on point the pre-designed templates are. You can just select a pre-designed template and add the logo of your brand boom! Its ready to be live. The ready made templates make it super easy and time saving product.”
S
Sanjay Raj
2023-10-12
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FAQ
FAQs
Find answers to common questions below, or reach out to our team for more help.