Make Client Forms Easier to Complete
Send, complete, sign, and organize digital forms through ATOM so your office can move client paperwork forward without relying on printing and scanning.
Schedule A DemoMove Client Forms Through Your Office Digitally
Send digital forms, follow their progress, and keep completed documents connected to the client work your team already manages inside ATOM.
Send Forms Digitally
Send client forms electronically from ATOM and give clients a simpler way to complete paperwork without printing and scanning.
Document Status
Keep a clearer view of forms that have been sent, are still waiting for action, or have been completed.
Connected Storage
Keep completed forms closer to the client record and the rest of the documents your office manages.
Streamline Your Document Workflow
Replace common paper-based steps with a connected digital process that makes it easier to send forms, collect completed documents, and keep client work organized.
Keep Digital Forms Connected to Client Work
Bring forms closer to the client records, documents, and workflows your team already manages so fewer pieces of the process live in separate systems.
Less Printing & Scanning
Move common client forms through a digital process instead of relying on paper.
Clearer Form Status
Make outstanding and completed client forms easier for your team to follow.
Better Organization
Keep completed forms closer to the client documents and records they belong to.
Client Convenience
Give clients a more convenient way to complete forms without making a trip to the office.