Create a form, with or without AI
Choose Draft with AI and describe the document, or start with a blank page. Ready-made types like Client Intake, NDA and Fee Agreement fill in the name for you.
- AI writes the wording and the boxes the client fills in
- Start blank when you want full control
- Right-to-left languages supported
Drag and drop in the editor
The editor shows the real document. Drag a box to where it belongs in the text, click any sentence to change it, and mark boxes as required.
- Nine box types, including date, list, file upload and signature
- Boxes sit inside the text, so clients read a document, not a long form
- Undo, and preview it as the client will see it
Send it securely
Every form has its own secure link. Choose how it reaches the client and who can open it.
- Copy the secure link: a random 32-character code nobody can guess
- Email it from LawDesk with your own message
- Send it from a case: several forms in one email, each answer saved to that case
- Ask for a PIN before the form opens
- Set an end date, after which the link is closed
- Keep the form as a draft to turn the link off
The client fills it in and signs
The client sees the questions next to a live copy of the document that fills in as they type. They sign on the screen and send it.
- Works on phones and computers
- Required answers are checked before sending
- Their answers become the finished document
Both sides get a copy
As soon as the client sends it, the client and the firm each get a record.
The client
An email with their own copy of the finished document as a PDF.
The firm
A notice in the app for staff, an email with the PDF to the firm admin and partners, and a New count on the Submissions tab.
Approve it, or ask for changes
Open the answers as a document or as a list. Accept it and save it to a case, or ask the client to fix certain answers.
- Tick the answers that need changing and add a note
- The client gets an email link that reopens their form, with those answers marked and the rest kept
- Every earlier version is kept in the history
- Download the signed PDF at any time
Try it yourself
Fill in the live demo retainer agreement. It takes about a minute, and you do not need to sign up.