Web Forms
Client data capture made easy.
Our bespoke webform technology transforms the way law firms collect, manage, and process client information. Your firm can leverage a suite of bespoke web-forms to collect data from clients.
Take a look at our features
overview
Instead of relying on paper forms and scattered email exchanges, your firm can create tailored digital forms that guide clients through a smooth, intuitive onboarding experience.
Forms are fully customisable to reflect firm-specific workflows, data requirements, and compliance obligations.
By digitising the entire intake process, firms reduce administrative burden, eliminate manual data entry, and accelerate case progression. Submitted information flows directly into existing systems, giving teams immediate access to structured, reliable data.
Features
Features
Collect data digitally
Capture client information quickly and effortlessly through intuitive, user-friendly webforms. Clients can complete forms at their convenience, and your team receives structured, accurate data without the delays or inconsistencies that come with paper, PDFs, or email exchanges.
Fully branded Web Forms
Create digital forms that reflect your firm’s identity with custom branding, colours, and messaging. Every interaction feels professional and on-brand, reinforcing trust and delivering a cohesive client experience from start to finish.
Website enquiry form
Convert your existing “Contact Us” form into a smarter, more powerful enquiry tool. Our technology enhances your standard website form with intelligent data capture, ensuring every enquiry is structured, complete, and instantly usable. Instead of receiving unformatted messages, your firm gets clear, organised information routed to the right team or department, helping you respond faster, prioritise effectively, and deliver a better first impression to every potential client.
Features
More Features
Department specific Web Forms
Build tailored webforms for each practice area or department, ensuring you collect the exact information needed for different matter types. This keeps workflows efficient, reduces follow-up queries, and improves data accuracy across the firm.
Secure data storage
Protect sensitive client information with secure, encrypted data capture and storage. Our platform ensures compliance with industry regulations and best practices, giving both your firm and your clients complete peace of mind.
PCMS/CRM integration (optional)
Automatically sync captured data into your existing PCMS, CRM or other systems, removing the need for manual entry. We provide bespoke Webhook functionality so that information flows instantly into the right place, streamlining your processes and accelerating case progression.
and even more features
Simplify your onboarding process with Web Forms.
Conditional logic
Build intelligent forms that adapt to each client’s responses. Show or hide questions dynamically to keep forms concise, relevant, and easier for clients to complete.
Automated notifications
Receive instant alerts when a client submits a form, and trigger automated follow-up emails or tasks to ensure nothing slips through the cracks.
Progress saving
Allow clients to save their progress and return later, reducing abandonment and supporting more thoughtful, complete submissions.
Mobile-optimised forms
Deliver a seamless experience on any device. Forms automatically adjust to mobile, tablet, and desktop screens, ensuring accessibility and ease of use.
Website integration
The webforms are hosted alongside your website for a smooth, uninterrupted journey. Clients can complete onboarding tasks reducing friction and improving engagement.
Validation & error checking
Ensure data accuracy with built-in validation rules that prevent incomplete or incorrect submissions, reducing the need for follow-up clarification.
Multistep form layouts
Break complex forms into clear, manageable steps. This improves user experience and helps clients progress confidently through longer questionnaires.
Analytics & tracking
Monitor form performance with insights into completion rates and submission trends, helping you refine and optimise your onboarding process.
Guided experience
Provide clients with clear instructions, tooltips, and guidance throughout the form, helping them understand exactly what information is needed and reducing the likelihood of errors or delays.
step by step guide
How does the process work?
STEP 1
Build your bespoke Web Forms
We work with you to design fully custom, branded webforms tailored to your firm’s workflows and data requirements. Whether it’s a simple enquiry form or a detailed matter-specific questionnaire, each form is configured with the fields, logic, and branding your team needs to collect accurate, relevant information from the start.
STEP 2
Embed and launch across your Website
Once your forms are ready, they’re seamlessly embedded into your website, client onboarding flow, or internal processes. Clients complete the forms through an intuitive, mobile-friendly interface, reducing friction and eliminating the need for paper forms, PDFs, or long email exchanges.
STEP 3
Capture, sync and use the data instantly
Submitted information is captured securely and flows directly into your PCMS or CRM, ready for your team to action. No manual entry, no duplication, no delays. Your staff get clean, structured data instantly—allowing them to progress matters faster and deliver a more consistent, efficient client experience.
Examples of Web Forms you can use
Law firms across the UK use our bespoke webform technology to digitise a wide range of client intake and matter-specific questionnaires.
By transforming traditional paperwork into intuitive, guided online forms, firms can capture accurate information faster, reduce administrative effort, and deliver a smoother onboarding experience for every client.
Our solution adapts to each department’s workflow, ensuring every practice area gets the exact data it needs from the start.
New Client Enquiry Form – Initial contact details, matter type selection, and basic conflict checking.
Conveyancing Instruction Form – Buyer/seller details, property information, mortgage status, and ID checks.
Remortgage Questionnaire – Property details, lender information, title number, and existing mortgage particulars.
Will Planner / Estate Planning Form – Personal details, executors, beneficiaries, and asset overview.
Lasting Power of Attorney (LPA) Instruction Form – Donor details, attorney choices, preferences, and instructions.
Family Law Initial Assessment Form – Divorce, separation, finances, or child arrangement information.
Employment Law Enquiry Form – Claim details, employer information, employment dates, and key documentation.
Personal Injury Intake Form – Accident details, injuries sustained, medical treatment, and evidence upload.
Commercial Client Onboarding Form – Company details, directors, AML information, and matter requirements.
Litigation Case Intake Form – Dispute details, parties involved, timelines, and supporting documentation.
Probate Information Form – Estate details, death certificate information, assets, liabilities, and executors.
Immigration Client Assessment Form – Visa type, personal history, eligibility checks, and document uploads.
Crime & Defence Client Intake Form – Incident details, representation requirements, and legal aid eligibility.
Find Out More
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product brochure
Coupled with our Client Portal, it’s the perfect love affair.
Our Mozaique Client Portal provides online client access to matter progress and a secure payment portal via a browser or App. You can add forms to the task list in the online portal, letting your client know exactly what they need to do, such as sign T&Cs or fill in proof of funds.
