Client intake & document acknowledgement tracking
Legal client intake form email tracking and document acknowledgements your clients complete inside Gmail — with a timestamped record of exactly who responded.
Sound familiar?
- ✕New clients delay returning intake forms, holding up the matter
- ✕You need proof a client acknowledged a document — and can’t find it
- ✕Following up for forms eats billable time
The old way vs. the Formailo way
Onboard clients and capture acknowledgements cleanly.
Before Formailo
Form link → delayed → no clear record of who acknowledged what
After Formailo
Form inside Gmail → completed fast → timestamped acknowledgement per client
What legal teams use Formailo for
Client intake forms
Matter details and conflicts info upfront.
Document acknowledgements
Verifiable, timestamped sign-offs.
Engagement confirmations
Confirm terms before work begins.
Conflict-check questionnaires
Collect what you need to clear a matter.
Client satisfaction surveys
Feedback with full visibility.
Update / status confirmations
Keep clients in the loop on record.
See who responded — with a record you can rely on
Per-client response tracking
See which clients completed intake or acknowledged a document, who opened it, and who hasn’t — by name — with a timestamp on every submission.
- ✓Responded / opened / ignored per client
- ✓Timestamped acknowledgement record
- ✓Export to CSV for the file
One-click reminders
Nudge only the clients who haven’t responded — with the form embedded — so intake and acknowledgements come in without spending billable time chasing.
- ✓Reminds only non-responders
- ✓Form embedded in the reminder
- ✓Full audit trail
What legal teams see
Firms that onboard clients faster
“Clients complete intake from their inbox, and I have a clean timestamped record of who acknowledged what.”
“Engagement confirmations come back the same day now — no more waiting on a portal login.”
“One export gives us the acknowledgement trail we need for the file.”
Legal form tracking questions
Each client gets a unique token in their email. When they submit, it’s recorded against their name with a timestamp — so you see exactly who responded, who opened, and who hasn’t.
No. Clients open the email and complete the form right inside Gmail — no signup, no portal login.
Yes — every submission and reminder is timestamped and exportable to CSV. Review our security page and confirm it meets your professional/compliance requirements before collecting sensitive data.
Yes — one click reminds only non-responders, with the form embedded so they can complete it immediately.
Onboard clients and capture acknowledgements — start free.
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