Guides

Step-by-step walkthroughs for getting real work done in Formaliq, with a screenshot at every step. Each guide follows one task from start to finish, using examples from a small law firm, though the same steps work for any team that sends the same documents again and again.

Start here

Automate your client engagement letter, start to finish Build an engagement letter once, send your client a form for their details, and generate the finished letter from their answers. This guide touches every part of Formaliq, so it's the best place to begin.

Forms and client intake

Turn a Word document into a fillable form Open a document you already use, mark its blanks, and share it as an online form anyone can fill out from a link.

Send a form to a client by email and track the response Email a client intake form, see when it's opened and submitted, and review the answers.

Documents and signatures

Generate documents from form submissions Turn each client's answers into a finished Word document, or combine two parties' forms into one agreement.

Send a document for e-signature and track it Place a signature box, email the signing link, and follow the document until it's signed, with a full audit trail.

AI assistants

Generate documents with Claude Connect Claude to Formaliq, then ask it in plain English to build templates, generate documents, and send them out.

Looking for a specific feature?

The guides cover how to do a task. For every option and setting a feature has, see the documentation, for example Templates, Forms, or Signatures.