Send a matter to tax, employment or other specialist counsel with only the facts they need. They record their conflict check, write and sign the opinion in their own account, and it comes back to your file with their bill on the terms you agreed.
1 minute 3 seconds · narrated · captions available (CC) · fictional firms
The client, the question and the other parties for their conflict check. Your internal notes stay with your firm.
It arrives in their own account, already filled in, with a job number and a due date.
Their conflict check, the opinion and their signature land on your file as soon as they finish.
Net 30 or whatever you agree, paid by card or cheque, and passed on to your client at cost if you like.
Tax, employment, intellectual property or securities counsel, each in their own account.
A matter in another state or province, sent to a firm there with the filings and deadlines.
An expert witness, an appraiser or an accountant gets the brief and sends back a signed report.
Service requests and transcript orders as jobs, with proof of service or the transcript returned to your file.
Two firms on one case, each seeing its own steps and only the answers the other chooses to share.
Intake, engagement letters and consents signed on their phone, saved with the date, time and exact wording.
Start free for 14 days, no card needed. Automations come with the Business plan and up. Hand-offs between firms are on the Custom plan; talk to us to set them up.
The firms in the video are fictional. All Purpose Forms is software, not a law firm, and doesn’t give legal advice; each firm is responsible for its own professional obligations, including conflicts and client consent.
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