Professional Forms for Law, Accounting, Finance & Consulting
Secure client intake. Accessible questionnaires. Compliant data handling. Built for the standards professional services firms are held to.
Whether you are a solicitor, accountant, financial advisor, or consultant, you collect sensitive information from clients. Your forms need to be secure, professional, accessible to all clients, and compliant with your professional body standards, the Equality Act, and GDPR. FormGenius provides exactly that — without specialist software or technical expertise.
Why professional services firms choose FormGenius
Multiple compliance requirements, one tool
Professional services firms face overlapping obligations: the Equality Act 2010 (accessible client services), GDPR (secure data handling), and professional body standards (Law Society, ICAEW, FCA). FormGenius addresses all three — accessible forms, encrypted responses, and a professional presentation that reflects well on your firm.
Security-first response handling
Every submission is encrypted at rest using industry-standard AES-256-GCM encryption with a unique per-form key. Only you can access responses. No third-party tracking, no analytics passing data to external services. Your clients' information stays private.
Professional image and client trust
Your client-facing forms represent your firm. Accessible, well-designed intake forms and questionnaires show clients you take their experience — and your professional obligations — seriously. First impressions matter, and a clear, professional intake form sets the right tone.
Better client data, less admin
Structured form responses are cleaner and more complete than email inquiry threads. When a client fills in a proper intake form or KYC questionnaire, you have everything you need without chasing follow-up emails. Better data means better client service from the start.
Professional services use cases
Client intake forms
Solicitors, accountants, financial advisors, consultants — collect essential client information in a structured, secure way before the first meeting.
Know Your Customer (KYC) questionnaires
Financial services compliance requires customer information. Secure, structured forms are far more reliable than scattered email conversations.
Conflict of interest checks
Law firms need to identify potential conflicts before taking on new clients. A structured form is cleaner, faster, and creates a clear audit trail.
Consent and authorisation forms
Collect explicit client consent for services, data handling, and specific arrangements — accessible to all clients, securely stored.
Professional questionnaires
Tax advisors, financial planners, accountants — detailed questionnaires that get complete, structured responses rather than disorganised emails.
Client satisfaction surveys
Understand client satisfaction and collect feedback in a structured way — including from clients with disabilities who might otherwise be excluded from responding.
How it works
From design to published form in minutes — no technical knowledge required.
Design your form
Build your intake form, questionnaire, or consent form in the visual editor. Add your firm's branding and organise sections to match your workflow.
Check with the Accessibility Wizard
Our 6-tab wizard checks heading hierarchy, alt text, colour contrast, tab order, and field labels — ensuring your forms are accessible to all clients before they go live.
Publish and share
Embed on your firm's website, send a direct link to clients, or include in your onboarding emails. Each form gets a unique, shareable URL.
Collect securely
Submissions are encrypted at rest and only accessible to your firm. Export as CSV for use in your case management system.
14.6M
disabled people in the UK — all of whom need accessible professional services
78%
of disabled people have abandoned an enquiry due to accessibility barriers
£274bn
annual spending power of disabled people and their families (the Purple Pound)
100%
of professional services firms providing client services are covered by the Equality Act 2010
Your compliance obligations
Professional services firms face a more complex compliance landscape than most. Accessibility, data protection, and professional body standards all create obligations that apply to your client-facing digital services.
Equality Act 2010
Applies to all professional services firms regardless of size. You must make reasonable adjustments so disabled clients can access your services. An inaccessible client intake form that prevents a disabled person from instructing your firm is a potential breach. Using FormGenius demonstrates you have taken appropriate steps.
Professional body standards
The Law Society, ICAEW, FCA, and other regulatory bodies increasingly expect member firms to demonstrate that their client-facing services are accessible and appropriately handled. Using a purpose-built, accessible tool for client data collection is evidence of professional standards in action.
UK GDPR and Data Protection Act 2018
You collect personal — and often sensitive — client data. FormGenius submissions are encrypted at rest with a unique per-form key. No third-party tracking. You control what is collected, how long it is retained, and who has access. The Business tier includes auto-delete settings for data retention compliance.
FCA Treating Customers Fairly (TCF)
FCA-regulated firms have explicit obligations to treat customers fairly — which includes ensuring clients can access your services. Inaccessible intake forms can constitute a failure to treat customers fairly. FormGenius forms are accessible to all clients by default.
This is not legal advice. We recommend consulting your compliance team or a qualified professional for guidance specific to your firm and regulatory environment.
Simple, transparent pricing
Start for free — no account needed. Upgrade when you need cloud storage, web forms, and team features.
Free
£0
Try it immediately. No account needed.
- All design tools & elements
- Unlimited PDF exports
- Full 6-tab Accessibility Wizard
- PDF/UA tagged structure
- Multi-page forms
- FormGenius watermark on PDFs
No account required
Start for FreeStarter
£5/mo
For freelancers & small teams.
- Everything in Free
- Watermark-free PDFs
- 50 cloud-saved forms
- 500 MB storage
- 3 live web forms
- CSV submission export
Growth
£12/mo
For organisations doing this regularly.
- Everything in Starter
- 10 live web forms
- Analytics dashboard
- Folders & tags
- Email notifications
- PDF submission import
- AI content analysis
Business
£25/mo
For high-volume or branded use.
- Everything in Growth
- 50 live web forms
- Custom branding
- Custom URL slug
- Batch PDF import
- Auto-delete for compliance
- Unlimited saved forms
All plans include WCAG 2.2 AA compliant output and the full Accessibility Wizard. Full feature comparison →
Frequently asked questions
Is FormGenius compliant with our professional body's requirements?
FormGenius is designed to support accessibility (Equality Act), data security (GDPR), and professional presentation standards. Different professional bodies have different specific requirements — review our accessibility statement and security documentation, and consult your compliance team for guidance on your specific obligations.
Can we add our firm's branding to forms?
Yes. The Starter and Growth tiers include branding options. The Business tier includes full custom branding — your firm logo, colours, and a custom URL slug for published forms.
What if a client has specific accessibility needs we are not meeting?
FormGenius forms are WCAG 2.2 AA compliant by default, which covers the majority of accessibility needs. For clients requiring alternative formats or accommodations, we recommend maintaining alternative contact methods — phone, in-person, or email. Accessibility should always be multi-channel.
How does data integration work with our practice management system?
Growth and Business tiers allow you to export responses as CSV for import into your practice management system. Contact us to discuss your specific integration requirements.
Can we maintain an audit trail of client consent?
Yes. FormGenius records when a form was submitted and stores the response. This creates a basic audit trail. For more complex consent management requirements, export responses to your case management system where you have full audit capability.
Ready to make your professional services forms accessible?
Start for free — no account needed. Upgrade any time.
FormGenius provides tools to help you build accessible forms. You remain responsible for ensuring your forms meet all applicable legal requirements in your jurisdiction.