Experivise
Documents & Forms

Design, collect, and sign —
without the paper.

A no-code builder for every form your firm needs. Public shareable forms, versioned documents, and legally binding e-signatures.

Benefits

The last form tool your firm will ever need

Built to collect, sign, and version every document in your practice — without the PDFs, the NDAs, or the email attachments.

No-code builder

Drag-and-drop form designer with 24+ field types, conditional logic, scoring, and custom thank-you pages.

Public forms

Share forms externally via a branded URL — prospect intake, event RSVPs, referral submissions, or public data collection.

Versioning & audit

Every form and document version is retained. Audit who signed what, when, and which version — for every client.

Field Library

24+ field types, zero code

From simple text inputs to calculated fields, rankings, and signature blocks — build any form your firm needs.

Short Text
Long Text
Number
Date
Choice
File Upload
Signature
Rating
NPS
Likert Scale
Ranking
Calculated
Public Forms

Your brand, your domain, your data

Generate a shareable URL for any form and embed it on your site, send it over email, or link it from your CRM. Submissions flow directly into Experivise.
  • Custom domains and branding
  • Conditional logic and multi-step wizards
  • Thank-you pages and follow-up automations
E-Signatures

Legally binding, audit-trail complete

Request signatures from multiple parties with sequential or parallel signing orders. Every signature is bound to the exact document version, with a tamper-evident audit log.
  • Multi-party sequential or parallel signing
  • Bound to exact document version
  • Tamper-evident audit log for every signature

Build your first form in minutes.

We'll walk you through building a real form for your firm — prospect intake, onboarding, or anything else.