Forms and documents
Pre-filled official forms
From the client’s questionnaire to official forms filled in one click.
Client validation
The client reviews their answers and gives consent before the next step.
Fill a PDF form in one click
Add a fillable PDF, link its fields to a client’s answers and fill it.
PDF forms to send to clients
Create a form, send it to a client and receive their answers (Formix).
PDF tools: merge, compress, extract, split, sign
Prepare supporting documents without leaving the portal.
Credential vault
Keep encrypted credentials per case.