How it works

Less admin. Less thinking. Faster form work.

FormEvo brings together a comprehensive forms library, structured completion, intelligent automation and clean integration into one connected platform.

Work faster – save up to 78% admin time
Work smarter – quick and easy to use work flows and team collaboration
Work with confidence – compliance built in

Built for legal, accountancy and tax advisory teams handling forms at pace, while supporting wider operational and system requirements.

Book a demo

Legal & Tax forms library

View categories
Download full form library

FormEvo at a glance

Cloud-based

Multi-platform and device
Zero installation

Security

Ethical walls
Obfuscated data
SSO and multi-factor authentication

Data protection

GDPR Toolkit
Full Audit Trails

Easy management

Pre-populated info
Form Bundling
Case and Document Management Integration

Easy collaboration

Management and Peer Review
Built-in Validation
In form messaging & notes

Flexible user-based pricing

Pay for actual users – no more underutilised licences
Transparent pricing and clear billing
Scalability on demand

Benefits of FormEvo

Less admin. Less thinking. Faster form work.

A comprehensive, cloud-based forms library

Access over 2,000 prescribed and non-prescribed legal, tax and corporate forms, centrally maintained and updated in the cloud.

Full electronic and digital forms library, always current
Prescribed and non-prescribed forms across key practice areas
Accessible from anywhere, consistent across offices

Download our legal form catalogue

Structured completion that supports compliance

Digital forms are designed to reduce avoidable errors while supporting regulatory expectations.

Guided completion to capture required information
Built-in validation to reduce incomplete submissions
Clear audit trails and electronic signing

Digital submissions handled in one place

Complete and submit digital forms such as SDLT, LTT, eAP1 and selected Companies House filings within a connected process.

No need to switch between systems
Submission and confirmation managed in-platform
Clear record of activity for each matter

Workflow bundles for complex form sets

For related forms used together, common data can flow automatically across the group.

Key information reused across connected forms
Automatic calculations where relevant, including IHT400 bundles
Reduced duplication and rework

A game changer for Burnett Barker Solicitors

“It has cemented its place on our list of essential tools.”

Book a demo

View pricing plans

Sharing and e-signing built in

Share forms securely with clients and apply electronic signatures without relying on email attachments.

Controlled access and permissions
Two-factor authentication where required
Signing activity recorded automatically

Integrates with your existing systems

FormEvo connects with case management, search platforms and document management systems including iManage and NetDocuments.

Data flows back into the matter file
Reduced duplication of key information
Standard integrations included in most cases

We saved Wedlake Bell 78% admin time with the autofill function

“Before FormEvo, LPA forms would take 45 minutes to complete but due to the autofill function, this time has been reduced to just 10 minutes. The system is nicely designed; time saving and takes away stress.”