Creating and Managing Custom Forms - Flowyer's New Form Builder Module
5
minute
10/03/2026
Zoltán Kéri
In a company formation mandate, the client must send the founders' details, the planned company data, and somehow transmit photos of the documents. This usually involves multiple emails, some chaos, and manual data entry. Flowyer's new Custom Forms module simplifies this process to a single link.
Create your own forms in minutes, share with a single link, and manage incoming submissions - all within Flowyer!
Why does a law firm need its own forms?
In the daily operations of law firms, there is a regular need for structured data collection:
- AML client screening - mandatory data request according to the anti-money laundering law: beneficial owner, PEP status, purpose of the business relationship - structured, archived in printable form
- Real estate transaction preparation - preliminary request for seller and buyer data, property data, and relevant documents (land registry, energy certificate photo) before starting document drafting
- Power of attorney data sheet - preliminary collection of data necessary for drafting the power of attorney (grantor, authority, validity period) so that the lawyer can have it ready for the client to sign
- New client intake - essential data request (name, contact details, company data) even before the first consultation
- Conflict check - before taking on a new case, the client provides the involved parties (opposing party, representatives, companies), and the firm can check for conflicts before the first consultation
External solutions (Google Forms, Typeform) do not present a professional image to clients, and data gets scattered. Flowyer's Custom Forms module keeps everything in one place - in the law firm's own, secure, dedicated database environment.
Drag & drop form editor - no technical skills required
The Custom Forms module's visual editor allows anyone to create professional forms without technical background.
Available field types:
- Text fields – short and long text
- Number and email – with built-in validation
- Dropdown list and checkbox – with predefined options
- Date picker – intuitive date selection
- File upload – attach documents, images to the submission. This is particularly useful in company formation or client intake processes, where the client can immediately attach photos of personal documents (ID card, passport, address card) - so the lawyer does not need to request them separately via email
Layout elements for a professional appearance:
- Headings (H2, H3, H4) – for logical structuring of the form
- Paragraphs – for placing additional explanations, instructions
- Divider lines – for creating visual sections
- Side-by-side fields – up to 2-3 fields can be placed in a row, flexibly adjusted to the form layout
The completed form can be activated with a single click and shared immediately.
Share with a single link - for external users
Each form receives a unique, secure token. The generated link can be sent via email, placed on your website, or shared through any channel.
✓ No Flowyer account is required for completion - clients or external partners simply open the link and fill out the form
✓ The completion interface is clean and professional - clients are not greeted by an anonymous external tool
✓ The token can be regenerated at any time if the previous link needs to be invalidated
✓ Automatic email and system notifications can be requested for new submissions – ensuring nothing is overlooked
Managing received submissions - all data in one place
Received submissions are displayed in an easy-to-view table where you can easily search, filter, and sort.
- Free text search - instantly find the submission you are looking for
- Status filtering - track received submissions with New and Processed categories
- Date filtering - query submissions for a specific period
- Detailed view - view the full submission with a single click, modify the status
Export: PDF, Word, Excel, CSV - as convenient for you
Data is not locked within the system. Flowyer forms offer multiple export options:
Bulk export:
- CSV and Excel - export all submissions in tabular form for further processing
Individual submission export:
- PDF and Word - preserving the original structure of the form, ready for printing, as a professionally formatted document. The arrangement of headings, sections, and side-by-side fields accurately reflects the original form layout
This is particularly useful if a submission needs to be archived in print or forwarded via email to a colleague or client.
How does it work in practice?
Example 1: Company Formation Data Request
The firm creates a "Company Formation Mandate – Data Sheet" form and sends the generated link to the client before the first consultation. The client fills in the founders' personal details, the planned company name, headquarters, and activity scope – and can even attach photos of personal documents directly in the form (ID card, address card). By the time the client arrives, all necessary data and documents are already available in Flowyer – without manual data entry and separate emails.
Example 2: AML Client Screening
The anti-money laundering law's screening obligation represents a significant administrative burden. The firm creates a structured screening data sheet, which the client fills out before the first meeting. The received data is immediately accessible in Flowyer, and when exported to PDF, it can be stored as a print-ready, archivable document.
Example 3: Real Estate Transaction Preparation
Before drafting a sales contract, the firm sends the "Real Estate Transaction Data Request" form to both parties. Seller and buyer provide personal data, property data, and attach the energy certificate photo. By the time the lawyer starts the contract, all data and documents are waiting in one place.
Security and Permission Management
Forms and submissions are stored in the firm's own, isolated database - fully aligned with Flowyer's multi-level data protection architecture.
Summary
With Flowyer's form module:
✓ Create professional forms in minutes
✓ Share them with a single link, fillable without registration
✓ Clients can attach photos of their documents directly in the form
✓ Manage all received submissions in one place
✓ Export to PDF, Word, Excel, or CSV
✓ Preserve the original formatting of the form in the printed version
Try Flowyer and experience how it can simplify data collection in your office!
