How We Stack Up

FormFlow is built specifically as an **intake tool**, not a legal advice engine. We auto-insert jurisdiction-aware disclaimers on every form stating that the tool does not constitute legal advice and users should consult licensed counsel. This is the same model used by LegalZoom, Rocket Lawyer, and Clio's client intake module — and it's explicitly permissible under ABA Model Rule 5.5. We do not generate jurisdiction-specific legal conclusions; we generate intake forms that law firms customize and review before use. We recommend your firm reviews the completed forms with your malpractice carrier, as you would with any intake process.

Yes. FormFlow is fully HIPAA-compliant with a signed Business Associate Agreement (BAA) included at every plan tier. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We do not use your client data to train any AI models. Data portability is guaranteed — you can export all client information in JSON or CSV format at any time, with no penalties or waiting periods. If you cancel, we delete all your data within 30 days per our documented retention policy.

Most firms are sending their first intake form to a client within 2 hours of signing up. The onboarding flow walks you through: connecting your domain, selecting your state bar requirements, importing existing PI templates (if any), and triggering a test intake sequence. No IT department, no implementation consultant, no 3-week discovery call. If you can install a Zoom background, you can set up FormFlow. For firms with complex needs (multiple locations, custom disclaimers, CRM sync), expect 1-2 business days to be fully live.

FormFlow offers native two-way sync with Clio and PracticePanther. For other case management systems, we provide a documented REST API with webhooks. Your developer can connect FormFlow to PracticePanther, Lead Docket, or any custom system within a few hours. Our API supports: creating new contacts, updating intake status, attaching completed forms, and triggering follow-up sequences. We provide Postman collections and sample code for the five most common integration patterns. API access is included at all paid tiers — no add-on required.

FormFlow's conditional logic engine flags missing fields, inconsistent dates, and invalid contact information before submission. Clients receive immediate inline corrections — no need for your staff to catch errors after the fact. For complex cases, you can set up a review workflow where completed forms route to a staff member for approval before they become active in your case management system. This gives you a final quality check without requiring clients to re-enter information they've already submitted.

We offer three tiers: Starter ($149/mo, up to 75 intakes/month), Professional ($299/mo, up to 250 intakes/month), and Enterprise (custom pricing, unlimited). Unlike competitors who charge per-user or nickel-and-dime for add-ons, our tiers include e-signature, HIPAA BAA, white-label, and API access. If you exceed your tier's intake limit, we notify you at 80% capacity — no surprise overages. Annual plans include a 25% discount and lock in your rate regardless of future price changes.

Yes — 14 days, full access, no credit card. This is the longest no-commitment trial in the PI intake category. Most competitors require a credit card upfront, which means they auto-charge you if you don't cancel in time. We want you to run a real intake case through the system before deciding. If you need an extension for testing purposes, contact support — we grant 7-day extensions routinely for firms evaluating during a busy season.

Your data is yours. At any time, from the settings panel, you can export: all client records, all intake forms, all e-signature logs, and all activity history. Exports are available in JSON (for developers) and CSV (for spreadsheet analysis). We do not charge for data export, and there is no minimum retention period. If you cancel, we provide a final export 24 hours before your account closes, then delete all data from our servers within 30 days per our documented data deletion policy. We have never withheld data from a departing customer.