AI-assisted form creation
Use a structured AI import flow to turn an existing document into a draft form for review.
Capability
Turn firm paperwork into one digital checklist.
Create reusable forms faster, assign the right items to each party, complete official PDFs online, and preserve every signed output with the matter.
Forms and documents
One digital checklist
Reusable forms, official PDFs, autosave, and signatures are assigned to the right party.
Documents assigned
Autosave activeForms
Published
PDFs
Assigned
Signing
Protected
What you can do with forms and document signing.
Give clients a clear task and keep the completed work with the matter.
Party-specific assignments
Assign forms and official documents at matter level or only to the parties who need them.
Digital signing
Capture signatures in the browser and bind them to the completed official document output.
Workflow
A faster path from source document to completed evidence.
Reusable firm content stays controlled while clients see one clear, autosaving checklist.
01 · Create
Create or import the form
Build in the editor, start from a template, or use AI-assisted import to create a reviewable draft.
02 · Assign
Publish and assign
Publish the approved schema, then assign it to the matter or selected parties alongside official documents.
03 · Complete
Complete with autosave
Client responses save without resetting the page, and official PDF fields remain connected to the source document.
04 · Evidence
Review, correct, and preserve
Request only the affected item, then retain the completed snapshot or signed PDF with the matter.
Human in the loop
Faster preparation without publishing unchecked content.
AI and autosave reduce repetitive work while firm users retain control over schemas, assignments, and completion.
What Verify Client handles
Repeatable work moves automatically.
- Validation of AI-produced form definitions before a draft is created.
- Autosave, completion state, and PDF snapshot generation.
- Idempotent document assignment and focused retry routing.
What your firm decides
Judgement and exceptions stay visible.
- Review and publication of imported or manually authored forms.
- Which party receives each form or official document.
- Whether completed documents require further review or a targeted redo.
Every completed item reaches the matter record.
Form snapshots
Completed digital forms can produce a stable PDF snapshot for the file.
Signed official PDFs
Required signature fields are enforced before completion and protected afterwards.
Focused correction history
Redo reasons and later completion remain traceable without reopening unrelated work.
Questions about forms and document signing.
The practical details firms usually ask about.
Can existing firm documents become digital forms?
Yes. Firms can author forms directly, start from templates, or use the AI-assisted import workflow to create a draft for review.
Can a form be assigned to only one party?
Yes. Forms and official documents can be matter-wide or explicitly assigned to selected parties.
Are completed signed documents protected?
Yes. Completed official documents and signed records cannot be silently changed or deleted through the ordinary workflow.
Related capabilities
Keep the rest of the onboarding work connected.
Move between related checks, documents, and evidence without losing the matter context.
See how forms and document signing fits your matters.
We will focus the walkthrough on your current process, exceptions, and review requirements.