Formstack
Automate workflows, save hours, and deliver frictionless digital experiences with our workflow automation software.
Overview
Formstack is a versatile online form builder that caters to various industries, including legal firms and practitioners. It provides tools for creating custom forms, surveys, and documents to streamline workflows and enhance productivity. With HIPAA compliance and various integrations, Formstack is suitable for small businesses, mid-market, and enterprise-level legal companies.
Key Features
- drag-and-drop form builder: Easily design custom forms and surveys without coding skills
- data encryption: Secure data transfer and storage
- HIPAA compliant: Complies with healthcare data security regulations
- automation tools: Automate workflows based on form submissions
- integrations: Integrate with popular legal software and productivity tools
- conditional logic: Personalize user experience based on form answers
- e-signature collection: Collect and manage electronic signatures securely
Integrations
Formstack provides integration options with popular legal tools, productivity apps, and cloud services for seamless data flow, automation, and efficiency.
- Salesforce: Sync form submissions with Salesforce records
- Google Sheets: Automatically update Google Sheets with form data
- Microsoft Dynamics 365: Connect Formstack with your Microsoft Dynamics 365 system
- HubSpot: Integrate Formstack with HubSpot for marketing and sales alignment
- Dropbox: Save form submissions and attachments in Dropbox
Use cases
Use cases include:
- Collecting client information with customizable intake forms
- Conducting client feedback surveys
- Securely collecting e-signatures
- Automating data entry and workflows
- Managing and tracking document submissions
- Integrating with popular legal software for seamless data flow
Pricing model
Formstack offers tiered pricing plans, including a free trial. Pricing tiers are:
- Silver ($50/user/month)
- Gold ($200/user/month)
- Platinum ($300/user/month)
User experience
Formstack offers an intuitive user interface and extensive documentation, making it accessible to users with varying technical skills. Best suited for legal teams seeking a versatile and secure form builder to streamline operations and improve client interactions.
Support
Formstack provides comprehensive online resources, including tutorials, guides, and email support. Higher-tier plans include phone support for quicker issue resolution.
- Help Center: Comprehensive guides, documentation, and video tutorials
- Email Support: Contact support via email
- Phone Support: Dedicated phone support (available on higher-tier plans)
Security and Compliance
Formstack prioritizes data security and regulatory compliance with features such as data encryption and HIPAA, GDPR, and CCPA compliance.
- Data encryption: Secure data transfer and storage to protect sensitive information.
- HIPAA Compliance: Complies with healthcare data security regulations.
- GDPR Compliance: Supports General Data Protection Regulation (GDPR) requirements.
Product images
Frequently asked questions
Yes, Formstack offers HIPAA compliance, ensuring secure handling of healthcare data.
Formstack includes automation tools to streamline workflows based on form submissions, saving time and reducing manual effort.
Pricing tiers include Silver ($50/user/month), Gold ($200/user/month), and Platinum ($300/user/month).
Yes, Formstack provides a free trial period for users to test the platform's features before committing.
Yes, Formstack supports integration with popular legal software and various productivity apps.
Formstack provides data encryption, HIPAA and GDPR compliance, and conditional logic to safeguard your data and ensure regulatory compliance.
Formstack offers an intuitive user interface, making implementation and adoption straightforward for users with varying technical skills.
Resources
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