Client Intake for Legal Professionals Shouldn’t Be This Complicated
From gathering client details to collecting documents, the intake process can feel like a full-time job.
Documentsy helps law firms simplify it all. Collect everything you need in one place, without endless back-and-forth.
- 14 day free trial
- No credit card required
Trusted by 100+ businesses
Say Goodbye to Legal Onboarding Headaches
Collecting documents and information from clients shouldn’t slow your team down.
Whether you're onboarding a new matter, starting a retainer, or preparing for a case, Documentsy helps you stay organized, efficient and in control.
Custom-Branded Client Forms
Easily build branded forms tailored to your firm’s process.
From individuals to corporate clients, collect key details and documents clearly and professionally, without the back-and-forth.
Share Secure, Private Links
Share secure, unique links that give clients simple, direct access to their forms - no accounts or passwords needed.
Everything in One Centralized Hub
View, track, and manage client submissions from a single, organized dashboard.
No more lost attachments or buried emails, just everything where it belongs.
Faster Client Onboarding
Clients Onboarded Per Month
Form Uptime
How Documentsy Works
Getting started is quick and straightforward. Create a branded form in minutes, send your client a secure unique link, then easily view and download all submissions - simple.
Create Your Form
Design custom, branded forms in minutes, no coding required, so clients know exactly what information and documents to provide.
Share With Clients
Send your clients a secure link that’s easy to access and keep submissions organized and confidential.
Collect & Download
View all client submissions in one centralized dashboard and download submissions as PDFs or CSVs for seamless processing.
Trusted by Over 100 Businesses Worldwide
See how accounting professionals are simplifying onboarding with Documentsy.
Save time, reduce errors, and keep everything in one place.
Simple, Transparent Pricing With No Surprises
Choose the plan that fits your business needs. Start with a 14-day free trial - No credit card required.
Got Questions? We’ve Got Answers.
We’ve compiled the most common questions to help you get started with confidence. If you don’t see your question here, our support team is ready to assist you anytime.
Once the limit is reached, new submissions will be paused until the next billing cycle or until you upgrade your plan.
Yes! All plans come with a 14-day free trial. You’ll have access to all features, so you can see how it fits your workflow before subscribing.
Absolutely. You can export your form submissions at any time as a CSV file or a PDF for easy reporting and record-keeping.
No. All plans include the same features, including custom branding, form builder, and data export. The only difference is the number of forms and submissions you can use each month.
Yes. You can upgrade, downgrade, or cancel your subscription at any time directly from your account dashboard. No long-term contracts or hidden fees.
Ready to Simplify Your Client Onboarding?
Join over 100 businesses transforming how they collect client information and documents. With Documentsy, onboarding is faster, easier and more secure, all with zero hassle. Start your free trial now and experience the difference.