Client questionnaires, built into the portal
Matter forms are client-friendly questionnaires that live in the client portal. They ask for structured answers in the same place clients already upload documents, read updates, and follow their matter, instead of sending them to a separate form app.
Ask for the exact fields a matter needs
For migration work, a staff member can start from the information a form or case requires, choose the fields the client can answer, and turn that into a focused request. A Form 956 request might ask for representative details, client contact details, and appointment declarations. A Form 80 request might ask for personal history, family details, travel, or character information.
Answers that stay connected to the matter
A client might give travel history, family details, identity information, or business facts once. Staff can review those answers, see what changed, and reuse the accepted values later in the matter. The form becomes a controlled way to collect facts the team can trust.
Designed with review in mind
The review flow matters as much as the form itself. Staff see what a client answered, where each answer will be used, and whether it should update the record. Forms work alongside the system of record and automated form fill so the pieces work together.
Built for reusable answers
Client questionnaires focus on field selection, client requests, staff review, and safe reuse of accepted answers so the same facts are collected once and reused safely.