Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
This software serves as a basic case management and intake solution designed for efficient handling of client and matter information, allowing for quick access and retrieval of data. It includes features like intake label printing, report generation, and a variety of forms and labels, ensuring comprehensive document management. The bar code functionality enhances file tracking, making it easier to locate and organize documents. Additionally, it offers 12 pre-installed FLIP Memos, such as Documents Enclosed and Transmittal Memorandum, along with the capability to create CUSTOM MEMOS for frequent use. FLIP efficiently prepares these memos for distribution to clients and opposing counsel, facilitating mailing in window envelopes. Memos can be printed on standard paper or specifically designed FLIP Memo forms. To assist with organization, the software also includes large file labels meant to identify expandable pockets and wallets, which can be easily affixed to the side of these storage solutions. Users can print labels seamlessly through an envelope feeder, ensuring that each file is clearly identified with pertinent data sourced from the client, matter, or opposition database, along with a corresponding bar code for easy scanning and retrieval. This comprehensive system streamlines case management, making it an invaluable tool for legal professionals.
Description
Formis is a construction project management tool designed to streamline essential tasks such as RFIs, submittals, transmittals, document control, and approvals, specifically tailored for general contractors who prefer to manage projects without relying on costly enterprise software or extensive implementation costs. With its intuitive self-serve form builder and workflow engine, project managers can easily create forms, establish routing and approval processes, and modify notifications independently, eliminating the need for external consultants and allowing for customized workflows.
Formis operates with a single source of truth, maintaining a comprehensive document register that tracks versions, revisions, and transmittals along with acknowledgment tracking, enabling users to communicate with external partners without incurring additional fees for paid seats. Furthermore, when team members seek answers already available in indexed project documents, Formis AI can quickly retrieve relevant information, referencing the specific sheet and page, which occurs prior to the submission of an RFI, thereby enhancing team efficiency while still valuing the expertise of the Engineer of Record.
Moreover, the pricing model is straightforward, based on user seats, with clear and published rates, and importantly, there are no setup fees involved, making it accessible for teams looking to optimize their project management processes. This combination of features and transparency ensures that teams can focus on their construction projects without unnecessary financial burdens.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$99.95 one-time payment
Free Trial
No
Free Version
No
Pricing Details
$80/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BlumbergExcelsior
Website
www.blumberg.com
Vendor Details
Company Name
Formis
Founded
2025
Country
United States
Website
useformis.com
Product Features
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
No
Conflict Management
Yes
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
Yes
Task Management
No
Time Tracking
No
Trust Accounting
No
Product Features
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
No
CRM
No
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
No
Estimating
No
Incident Reporting
No
Mobile Access
No
Offline Access
No
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No