--- title: "Forms Workflow Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Forms Workflow Software - reviews, pricing plans, popular comparisons to other Legal Document Management products and more." source_url: "https://www.capterra.com/p/205088/Forms-Workflow/" page_type: "product" language: "en" --- # Forms Workflow Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Forms Workflow ## What is Forms Workflow? With Aderant's solution, Forms Workflow, access fillable Microsoft Word templates with our end-to-end litigation workflow platform to help your law firm mitigate risk, save money, and build a stronger practice. You can auto-fill up to 50 forms at once and download and edit right inside Microsoft Word while simultaneously being able to search, download, and edit with Forms Workflow. ## What is Forms Workflow used for? [Legal Document Management](https://www.capterra.com/legal-document-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Forms Workflow?[Manage this product listing](https://www.g2.com/products/forms-workflow/claim_requests/new?auto=true) ## Forms Workflow Overview Updated September 2026 AI summary Forms Workflow is a legal document management solution designed for organizations of any size that need to manage form-based workflows and routine legal documentation. It offers access controls, collaboration tools, document capture, document generation, and full text search, with additional options like API and email management. Deployment is available via cloud, web, Mac, and Windows platforms. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Forms Workflow 0.0 VS. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price Contact vendor Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (7,763) Value For Money 0.0 (0) Value For Money 4.2 (6,671) Customer Service 0.0 (0) Customer Service 4.0 (6,376) ## Forms Workflow alternatives [4.7 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.8 (186)](https://www.capterra.com/p/153712/ContractSafe/reviews/) Starting price $450.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars Highest Rated [4.8 (324)](https://www.capterra.com/p/130909/iDeals-Virtual-Data-Room/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) ## FAQs about Forms Workflow Overview ### What company size and specific industries is Forms Workflow built for? Forms Workflow is designed for large legal enterprises and law firms, while also serving small businesses and individuals who need a specific form. It is suited to legal organizations that manage form-related work and can also support custom national programs. Features and Usability ### What are the key features of Forms Workflow? Forms Workflow offers API access, access controls and permissions, collaboration tools, document capture, and document generation. It also includes email management and full text search, with features suited for legal professionals. These capabilities support document handling, controlled access, and retrieval across form-based workflows. Getting Started and Support ### What training and onboarding options does Forms Workflow offer? Forms Workflow provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided setup remotely, webinars cover shared training topics, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does Forms Workflow offer? Forms Workflow provides chat support. No reviewer feedback about support quality is available here, so the customer experience around response speed, helpfulness, or common issues cannot be summarized from the catalog data. ## Features AI summary Based on 1,673 Legal Document Management reviews Capterra reviewers point to these as the legal document management features buyers care about most: - **Document Management** (**53%** of reviewers rated this feature as critical) - **Case Management** (**63%**) - **Client Management** (**53%**) Forms Workflow focuses on other areas of legal document handling rather than the highest-ranked features listed above. Based on the available coverage data, there are no additional priority features identified for this product. Its feature set is geared toward managing form-based workflows and document-related processes, helping businesses maintain consistent procedures and giving teams a more organized way to handle routine legal documentation. Access Controls/Permissions Define levels of authorization for access to specific files or systems API Application programming interface that allows for integration with other systems/databases Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Document Capture Scan, move or upload electronic files within the software's repository Document Generation Custom forms to streamline repetitious aspects of a document Email Management Manage, store and organize emails within the system or via third-party apps Forms Workflow 8 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - API: Application programming interface that allows for integration with other systems/databases - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Document Capture: Scan, move or upload electronic files within the software's repository - Document Generation: Custom forms to streamline repetitious aspects of a document - Email Management: Manage, store and organize emails within the system or via third-party apps - For Legal Professionals: Specifically designed to address the needs of law firms and legal departments - Full Text Search: Search for specific words or phrases within a document or database --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.