CaseMail Integration

Quickly generate custom legal documents and send them to CaseMail for client delivery.
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Automate the review of legal documents

Formstack’s integration with CaseMail turns time-consuming processes into fast, seamless workflows. Quickly get the signatures you need on bankruptcy notices, proofs of service, and other files.
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Generate Documents

Populate documents with data from apps like your CRM.

Deliver Anywhere

Send generated documents to CaseMail for fast delivery to clients.

Track Signatures

Use CaseMail to track when documents are opened, viewed, and signed.

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Setting up the CaseMail integration is easy. Check out this help article to learn more.

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