Intelligent digital forms
IN A BIT Forms
Collect complete client information, generate documents and move approved data into your systems.
- One link
- for questions, documents and signatures
- 100%
- of required fields checked before submission
- No rekeying
- into connected case and CRM systems
Designed for real operations
Turn form filling into a connected, trackable workflow.
Replace static PDFs and email attachments with guided digital questionnaires. Conditional questions, validation, approvals and signatures keep every submission moving from first answer to finished document.
Guided questionnaires
Show the right questions based on each client's previous answers.
Document generation
Turn verified responses into branded PDFs, letters and case documents.
Connected approvals
Route submissions for review, signature and filing without rekeying.
Where the time goes
Forms should collect answers, not create more administration
- Long PDF and Word forms returned incomplete, illegible or in the wrong version.
- Teams checking every response by hand before copying it into another system.
- Clients asked questions that do not apply because static forms cannot adapt.
- Completed questionnaires, supporting documents and approvals stored in separate places.
How it works
A controlled rollout, start to finish
STEP 1
Build the journey
We turn your existing questionnaires and rules into a branded form with conditional sections, required fields and validation.
STEP 2
Collect the answers
Clients follow a clear mobile-friendly journey, upload supporting documents and save their progress without installing an app.
STEP 3
Review and approve
Completed submissions go to the right person for checks, corrections or approval before anything is committed to your systems.
STEP 4
Generate and file
Approved answers populate PDFs, letters or case documents, move to IN A BIT Sign when needed, and file into Proclaim, Actionstep or another API-connected system.
Capabilities
What it handles day to day
Conditional questionnaires
Ask only relevant follow-up questions based on previous answers, client type or matter details.
Smart validation
Check formats, required information and logical conflicts before a form can be submitted.
Supporting uploads
Collect photographs and documents alongside the answers they support, not in a separate email chain.
Document generation
Merge approved data into branded PDFs, letters, declarations and case documents automatically.
Approvals and signatures
Route submissions to named reviewers and send generated documents through IN A BIT Sign when authorisation is required.
Case and CRM integration
Write structured answers and finished documents into Proclaim, Actionstep or any system with a suitable API.
Works with
Every IN A BIT product integrates with your case and practice management systems — including Proclaim and Actionstep — and with any other platform that exposes an API.
“Clients complete the right questions first time, and the approved information is already in the case file. We have removed the checking, rekeying and document assembly that used to follow every form.”
Common questions
A useful first conversation