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DMS integrations

Access documents directly in just two clicks.

Seamless integration with iManage and NetDocs meaning users access documents directly from the iManage or NetDocs DMS in just two clicks, saving a significant amount of time and administrative work for users.

FormEvo’s DMS Integration is now available with both iManage and NetDocuments.

FormEvo’s DMS integration uses “Code Grant Authentication” which is an OAuth2.0 flow – an authorisation protocol used by server-hosted integrations to obtain an access token. Giving firms who use FormEvo cloud-based legal forms along with iManage or NetDocuments several key benefits.

Download our key benefits guide (PDF)

See DMS integrations in action and find out how FormEvo fits into your firm

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Find out how FormEvo fits into your firm

A focused conversation about how your team currently manages forms, and how FormEvo can support that structure

  • No obligation
  • No sales pressure
+Need more information?

Who is FormEvo for?

FormEvo supports firms of different sizes and structures:

  • High street practices seeking a maintained, cloud-based forms library
  • Regional firms looking for greater control and oversight
  • Larger firms requiring integration with established case and document management systems

The discussion is shaped around your priorities.

N.B: FormEvo is designed for legal and accountancy businesses, we do not provide a service for private individuals.

How does the demo work?

After you submit your details:

  • We arrange a short Teams call at a time that suits you
  • We discuss how your firm currently handles form work
  • We explore your compliance requirements and digital submissions
  • We review how FormEvo would integrate with your existing systems and discuss next steps.

What does it cost?

Clear and flexible licensing:

FormEvo is licensed per user, per month, with the flexibility to scale as your team changes. Digital submissions and workflow bundles are available where needed.

We’ll provide clear pricing based on your firm’s structure and requirements.

Ready to revolutionise your legal and tax form workflow?

Complete your details to get the conversation started with FormEvo.

+Need more information?

Who is FormEvo for?

FormEvo supports firms of different sizes and structures:

  • High street practices seeking a maintained, cloud-based forms library
  • Regional firms looking for greater control and oversight
  • Larger firms requiring integration with established case and document management systems

The discussion is shaped around your priorities.

N.B: FormEvo is designed for legal and
accountancy businesses, we do not 
provide a service for private individuals.

Download full forms catalogue

Please add your details below to view our full legal and tax forms catalogue.

Suggest Priority Forms

Which forms do you need first? Let us know below and we can add your suggestion to our priority list.