Koalaform turns PDF forms into beautiful, shareable web questionnaires.
With Koalaform, lawyers and paralegals can share simple online questionnaires with their clients. The answers are automatically populated into the PDF forms and saved for future use.
Koalaform’s Clio integration uses Clio’s custom fields to autofill any form.
∙ Create Templates: Turn any PDF form into a client-ready questionnaire
∙ Autofill PDFs: Koalaform's integration with Clio imports every Clio contact along with their custom fields into Koalaform. From there, Koalaform will autofill frequently used forms with Clio data
∙ Store Client Data: Answers to Koalaform questionnaires are saved to Koalaform and Clio through the integration