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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

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 

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