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Our 6S strategy

FormEvo brings the entire forms journey into one structured, end to end workflow allowing you to create forms in minutes.

Fragmented form processes increase administrative burden and introduce avoidable risk.

FormEvo brings the entire forms journey into one structured, end to end workflow, underpinned by our 6S strategy, a clear, controlled approach designed to support accuracy, consistency, and compliance at every stage.

Less admin. Less thinking. Faster form completion.

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The FormEvo 6's
Legal & Tax forms library

Select the right form

Start every task from a trusted, up-to-date library, ensuring forms are correct, current, and ready to use.

  • Over 2,000 maintained legal, tax and corporate forms
  • No outdated templates or broken versions
  • A single source of current form versions
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Download form catalogue
Select the right form

Sync your data

Client and matter information flows directly into forms, keeping key details aligned and reducing duplication from the outset.

  • Client and matter data pulled in automatically
  • Key details reused across related forms
  • Faster completion, fewer inconsistencies
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FormEvo Form bundle screenshot

Submit with confidence

Structured completion and validation help ensure forms are correct before submission, reducing avoidable errors and rework.

  • Structured completion and validation
  • Clear review and approval steps
  • Reduced back-and-forth to fix errors
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Structured completion and validation help ensure forms are ready before submission, reducing avoidable errors and rework.

Sign securely

Integrated electronic signing enables faster execution while maintaining visibility, control, and a clear audit trail.

  • Integrated electronic signatures
  • Clear visibility of signing status
  • Full audit trails for every action
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A game changer for Burnett Barker Solicitors
“It has cemented its place on our list of essential tools.”

Share in a controlled environment

Forms and documents are shared securely with defined permissions, allowing collaboration between team members and clients without losing oversight.

  • Secure access for clients and colleagues
  • Permissions define who can view, edit, or sign
  • All activity recorded automatically
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Shred data safely

Data is retained in line with practice policy and securely removed when no longer needed, reducing long-term exposure.

  • Retention timelines set by form category
  • Secure deletion with audit records
  • Reduced long-term data exposure
Data is retained in line with firm policy and securely removed when no longer needed, reducing long-term exposure.
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.”
Wedlake Bell logo

One uninterrupted workflow

From selection through to disposal, forms move through a single connected process without relying on disconnected tools or manual handoffs.

  • No manual copying of data across different tabs
  • Forms move smoothly from start to finish
  • A clearer, calmer way to handle legal, tax and corporate forms
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From selection through to disposal, forms move through a single connected process without relying on disconnected tools or manual handoffs.

Take a closer look at how FormEvo
keeps forms accurate

Want to speak to someone? Call our sales team who can guide you through the benefits of FormEvo on 0330 551 9341.

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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.