For law firms and the agencies that build their sites

Client intake for law firms, built on Gravity Forms

Intake forms that feed Clio, Lawmatics or PracticePanther, engagement letters with e-signature, review steps for your team and a client portal on your own website. Get all 11 legal add-ons with the Law Firm Suite, or with an All-Access pass.

Get the Law Firm Suite from $149/year How it works

From first enquiry to client portal

Each step is a Gravity Forms add-on you configure in wp-admin. Use the steps your firm needs.

  1. 1

    Intake form

    Your Gravity Forms intake form collects the facts, documents of any size and a recorded consent to your privacy terms.

    Large File Uploads · Upload Tools Pack · Consent Records

  2. 2

    Into your practice management

    Each enquiry becomes a Clio contact or Grow lead, a Lawmatics form submission or a PracticePanther matter, with your field mapping.

    Clio · Lawmatics · PracticePanther

  3. 3

    Review and assign

    A lawyer approves or rejects the enquiry, fills in missing fields or hands it to a colleague, with due dates and a history on the entry.

    Workflow Pro

  4. 4

    Engagement letter and signature

    A branded PDF is created from the entry and sent for signature with DocuSign or Dropbox Sign. The signed copy comes back to the entry.

    PDF & E-Signature · DocuSign

  5. 5

    Consultation booking

    Clients pick a service, lawyer and time. Confirmation emails go out and the appointment can sync to Google Calendar.

    GF Booking

  6. 6

    Client portal

    Clients log in to see their own submissions, update details through a secure link and download their PDFs.

    Frontend Entry View

Law Firm Suite: all 11 legal add-ons

The lower-cost way to get the legal add-ons. One yearly licence key activates all 11 on your sites. The three plans differ only in how many sites you can use them on.

Lowest price

Law Firm Suite 1 Site

$149/year

Billed yearly. Renews automatically, cancel any time.

  • Use on 1 site
  • All 11 legal add-ons below
  • One licence key for all 11
  • Updates and support
Get 1 Site

Law Firm Suite 5 Sites

$199/year

Billed yearly. Renews automatically, cancel any time.

  • Use on up to 5 sites
  • All 11 legal add-ons below
  • One licence key for all 11
  • Updates and support
Get 5 Sites

Law Firm Suite 10 Sites

$229/year

Billed yearly. Renews automatically, cancel any time.

  • Use on up to 10 sites
  • All 11 legal add-ons below
  • One licence key for all 11
  • Updates and support
Get 10 Sites

Need every Gravity Forms add-on?

The All-Access pass includes the 11 legal add-ons plus every other GravityExtra Gravity Forms add-on, the new ones we release while your plan is active, and the GravityExtra Hub.

Most popular

All-Access Agency 10 Sites

$249/year

Billed yearly. Renews automatically, cancel any time.

  • Use on up to 10 sites
  • All 11 legal add-ons below
  • Every other Gravity Forms add-on, and new ones as they launch
  • Updates and priority support
Get Agency 10 Sites
No site limit

All-Access Agency Unlimited

$449/year

Billed yearly. Renews automatically, cancel any time.

  • Use on unlimited sites
  • All 11 legal add-ons below
  • Every other Gravity Forms add-on, and new ones as they launch
  • Updates and priority support
Get Agency Unlimited

Want to see everything in the pass? View the All-Access page.

Only need one add-on?

Every add-on is also sold on its own, with its own plan and licence key. Pick the one you need on its page.

What's included

11 GravityExtra add-ons for Gravity Forms, all included in the Law Firm Suite and in the All-Access pass. Each one also has its own page with setup details.

Practice management

Clio

Creates a Clio Manage contact (person or company, with custom fields) or a Clio Grow inbox lead from each form entry. US, EU, Canada and Australia regions.

See the Clio add-on →
Practice management

Lawmatics

Sends each entry to one of your Lawmatics custom forms, with field mapping and conditional logic. The Lawmatics record ID is saved on the entry.

See the Lawmatics add-on →
Practice management

PracticePanther

Creates a PracticePanther matter with status and tags, linked to the client contact found by email.

See the PracticePanther add-on →
Documents and signatures

PDF & E-Signature

Turns entries into branded PDFs (engagement letters, intake summaries), attaches them to notifications and sends them for signature with DocuSign or Dropbox Sign.

See the PDF & E-Signature add-on →
Documents and signatures

DocuSign

Sends a DocuSign envelope from your template, with the signer's name and email taken from the form.

See the DocuSign add-on →
Review and approval

Workflow Pro

Approval and review steps assigned to a user, role or email, with due dates, signed task links and a full history on every entry.

See the Workflow Pro add-on →
Client portal

Frontend Entry View

A client portal on your site: clients see only their own entries, can edit them through secure expiring links and download PDFs.

See the Frontend Entry View add-on →
Client portal

Large File Uploads

Clients upload large files in parts, straight to your own S3, R2, Wasabi, B2 or Spaces bucket.

See the Large File Uploads add-on →
Client portal

Upload Tools Pack

Renames uploads with merge tags, checks file count and image size on the server and shrinks large images.

See the Upload Tools Pack add-on →
Scheduling

GF Booking

Consultation booking with services, staff and locations, confirmation emails and optional Google Calendar sync.

See the GF Booking add-on →
Privacy

Consent Records

Keeps proof of every consent: the exact text shown, time and page, with a withdrawal link and WordPress personal-data export and erase.

See the Consent Records add-on →
Security and data

Your client data stays on your website

The add-ons run inside your own WordPress site. Form entries are stored in your database and are sent only to the services you connect yourself.

  • No entries pass through GravityExtra. Licence and update checks send only your licence key, your site address and your WordPress and PHP versions.
  • Direct connections. Clio, Lawmatics, PracticePanther, DocuSign and Dropbox Sign are called from your site with your own account and credentials.
  • Protected documents. PDFs are stored in a protected folder on your site and shared through signed links that expire. Large uploads go straight to your own storage bucket.
  • Proof of consent. Consent Records keeps the exact wording each client agreed to, lets you store the IP address in full, shortened or not at all, and works with the WordPress personal-data export and erase tools.
  • Clients see only their own matters. The client portal can limit each view to the logged-in client's own entries, with edit rights for the owner or chosen roles.

7 ready-made forms, included

Import a form, check the wording, switch on the connections you use. Every Law Firm Suite plan includes the template pack as a download in My Account, at no extra cost.

New client intake with conflict check

Contact details, matter type and the parties list a firm needs for a conflict check, with recorded consent and a partner approval step.

Uses: Consent Records, Workflow Pro, Clio (feed), Lead Source & UTM Attribution (hidden fields)

Request a consultation

A consultation request with meeting type, location and two preferred times. Sends the lead to Clio Grow.

Uses: Clio (feed), GF Booking (add after import), Consent Records

Engagement agreement signature request

A staff form that builds an engagement letter PDF from the answers and sends it to the client to sign with DocuSign or Dropbox Sign.

Uses: PDF & E-Signature, Consent Records

Send documents to your legal team

A client upload form: renamed files with the matter number, resized photos, and a large-file field for videos and scan packs.

Uses: Large File Uploads, Upload Tools Pack, Consent Records

Client update request

A portal form for existing clients: update type, message and an optional file. Pair it with a Frontend Entry View client view that shows each client only their own requests.

Uses: Frontend Entry View (client view), Upload Tools Pack

New matter opening request

An internal request with a three step Workflow Pro route: partner approval, billing set-up form, confirmation email.

Uses: Workflow Pro

Communication preferences and consent

Three separate consents (email, calls, text messages) stored as records with the exact wording, time and page, and a link to withdraw.

Uses: Consent Records

Templates are starting points: they hold example wording, no real names or records, and are not legal, medical or financial advice. Connections to other services start switched off until you add your own keys.

Questions

Which practice management systems are supported?
Clio (Clio Manage contacts and Clio Grow leads), Lawmatics (through your Lawmatics custom forms) and PracticePanther (matters). Each connection uses your own account with that service.
What do I need from Clio, Lawmatics or PracticePanther?
Clio: a Clio developer app that you create in your Clio account (Client ID and Client Secret), or a Clio Grow lead capture token. Lawmatics: a custom form in your Lawmatics account. PracticePanther: your own PracticePanther API credentials (Client ID and Client Secret). E-signature needs your own DocuSign or Dropbox Sign account.
Law Firm Suite or All-Access: which should I choose?
The Law Firm Suite includes the 11 legal add-ons on this page and costs less: 1 site, 5 sites or 10 sites. The All-Access pass includes the same 11 plus every other GravityExtra Gravity Forms add-on, new add-ons as they launch, the GravityExtra Hub and the All-Access Library, on 10 sites or unlimited sites. One site is one WordPress website (domain).
How do I install the Law Firm Suite add-ons?
After your purchase, the 11 add-ons are in My Account under Downloads, and your licence key is under License Keys. Upload the add-ons you need to WordPress and enter the same key in each add-on that asks for one. While your plan is active, new versions are in My Account under Downloads, and add-ons with the GravityExtra updater also update from your WordPress dashboard.
How do renewals work?
Plans are billed once a year and renew automatically, so updates and support continue without a gap. You can cancel any time from your My Account page. Without a renewal, updates and support stop at the end of your paid year.
I already own one of these add-ons. What happens to it?
Nothing changes: your existing licence keeps working. Contact us if you have questions about moving to the Law Firm Suite or an All-Access pass.
What is your refund policy?
If an add-on has an error caused by the add-on itself within 30 days of purchase, we refund you in full. Refunds do not cover problems caused by third-party plugins, themes or custom code. Full details are in our Terms & Conditions.
Do I need Gravity Forms?
Yes. The add-ons add features to Gravity Forms, which is licensed separately. Several add-ons need Gravity Forms 2.9 or later and PHP 7.4 or later.

Everything your intake needs, in one plan

All 11 legal add-ons for Gravity Forms, from $149/year with the Law Firm Suite or included in the All-Access pass, with updates and support.

Choose your plan
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