Bring legal intake and document review together

Collect client information, route documents for review, and connect signatures to the matter intake process.

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Konfyre Forms · Fictional sample workflow

  1. 1PDF
  2. 2Detected fields
  3. 3Smart form
  4. 4Workflow
  5. 5eSign
  6. 6System handoff
Illustrative product preview using fictional data.

Client intake and review

Collect client details and supporting documents, then assign an intake reviewer. Your team handles conflict review and document requirements.

Konfyre Forms · Fictional sample workflow

  1. 1PDF
  2. 2Detected fields
  3. 3Smart form
  4. 4Workflow
  5. 5eSign
  6. 6System handoff
Illustrative product preview using fictional data.

Connected documents and signatures

Review generated forms against the source document, request signatures, and retain the completed packet and activity history.

Konfyre Forms · Fictional sample workflow

  1. 1PDF
  2. 2Detected fields
  3. 3Smart form
  4. 4Workflow
  5. 5eSign
  6. 6System handoff
Illustrative product preview using fictional data.

Forms capabilities and examples

  • Client intake and review
  • PDF conversion
  • Agreement signatures
  • Reviewer assignment
  • Role-based access
  • Document collection