Forms by Realaml: Complete Help Guide

Create and send custom client onboarding forms with built-in IDV (optional), smart logic, branding, and notifications - no code needed.

Written by Jordan

Overview

Forms by Realaml is a no-code form builder tailored for law firms and professionals in regulated industries. Unlike general-purpose tools like Jotform or Typeform, Forms by Realaml integrates identity verification (IDV), compliance triggers, and secure data workflows out of the box.

Built for legal, real estate, and accounting professionals
Native compliance workflows with full audit trails
Automatically trigger Face ID or database checks - no extra tools needed
Embed or send forms directly to clients from your Realaml dashboard

Built for legal, real estate, and accounting professionals

Native compliance workflows with full audit trails

Automatically trigger Face ID or database checks - no extra tools needed

Embed or send forms directly to clients from your Realaml dashboard

Creating a New Form
Using Form Templates
Form Editor Overview
Managing Pages and Sections
Adding and Customizing Fields
Applying Conditions and Logic
Previewing and Testing Forms
Sending Forms to Clients
Embedding Forms and Static Links
Tracking Responses and Audit Trail
Branding, Defaults, and Verifications
Advanced Tips for Power Users
Pricing and Usage Limits
FAQs and Troubleshooting
Need Help?

Creating a New Form

Using Form Templates

Form Editor Overview

Managing Pages and Sections

Adding and Customizing Fields

Applying Conditions and Logic

Previewing and Testing Forms

Sending Forms to Clients

Embedding Forms and Static Links

Tracking Responses and Audit Trail

Branding, Defaults, and Verifications

Advanced Tips for Power Users

Pricing and Usage Limits

FAQs and Troubleshooting

Need Help?

Creating a New Form

Go to the Send Forms tab.
Click Add New Form.
Choose a template (if available) or start from scratch.
Set:
- Form Title
- Intro Message (like your data consent text)
Click Add Form.

Go to the Send Forms tab.

Click Add New Form.

Choose a template (if available) or start from scratch.

Set:

Form Title

Intro Message (like your data consent text)

Click Add Form.

Using Form Templates

Templates help you:

Reuse your firm’s preferred formats
Clone existing forms without risk
Create consistent compliance flows

Reuse your firm’s preferred formats

Clone existing forms without risk

Create consistent compliance flows

Form Editor Overview

Use the top menu to:

Preview the form
Add Conditions for logic
Delete the form

Preview the form

Add Conditions for logic

Delete the form

Use the menu (three dots) to edit a form and access:

Delete
Preview
View Conditions

Delete

Preview

View Conditions

Managing Pages and Sections

Each form is made of pages, ideal for separating sections like:

Contact Details
Company Info
Trust Information

Contact Details

Company Info

Trust Information

To add or delete a page, use the top-left page menu in the editor.

Adding and Customizing Fields

Supported field types (13+):

Short Text
Long Text
Dropdown
Single Choice (Radio)
Multiple Choice (Checkboxes)
File Upload
Date Picker
Email
Phone Number
Masked Fields
Section Headers
Conditional Groups
(Coming soon) E-signature Widget

Short Text

Long Text

Dropdown

Single Choice (Radio)

Multiple Choice (Checkboxes)

File Upload

Date Picker

Phone Number

Masked Fields

Section Headers

Conditional Groups

(Coming soon) E-signature Widget

Field modifiers:

Required
Read-Only
Hidden
Default Values
Helper Text

Required

Read-Only

Hidden

Default Values

Helper Text

Applying Conditions and Logic

Use logic rules to:

Show or skip pages
Show fields based on responses
Build IF/THEN flows (e.g., "If Client Type = Company → show Beneficial Owners")

Show or skip pages

Show fields based on responses

Build IF/THEN flows (e.g., "If Client Type = Company → show Beneficial Owners")

Previewing and Testing Forms

Use the Preview tool to:

Validate required fields
Simulate your client’s experience
Check if your conditions are working

Validate required fields

Simulate your client’s experience

Check if your conditions are working

Sending Forms to Clients

You can send forms:

From your dashboard via email or SMS
As a copyable link
As a reusable static link (ask our team to generate this)

From your dashboard via email or SMS

As a copyable link

As a reusable static link (ask our team to generate this)

After submission:

Your client sees a success message
Your firm receives a notification as soon as the form is submitted (not after verification)
If enabled, an IDV (e.g. Face ID) is triggered automatically
All responses appear in Form History

Your client sees a success message

Your firm receives a notification as soon as the form is submitted (not after verification)

If enabled, an IDV (e.g. Face ID) is triggered automatically

All responses appear in Form History

Note: This is different from IDV reports, which only notify your team once the verification is complete.

Embedding Forms and Static Links

You can:

Embed forms on your website using an iframe
Use static links in welcome emails or web forms

Embed forms on your website using an iframe

Use static links in welcome emails or web forms

Tracking Responses and Audit Trail

Each form submission includes:

Reference ID
Field-by-field responses
Verification status
Export to PDF
Time-stamped activity log

Reference ID

Field-by-field responses

Verification status

Export to PDF

Time-stamped activity log

Branding, Defaults, and Verifications

Your forms inherit branding from your IDV theme
Default verification types can be hardcoded for convenience
Submission instantly notifies your team

Your forms inherit branding from your IDV theme

Default verification types can be hardcoded for convenience

Submission instantly notifies your team

Advanced Tips for Power Users

Use static links in email automations
Trigger IDV automatically on form submission
Skip irrelevant sections with conditionals
Export PDF responses
Ask us to hardcode your Face ID default

Use static links in email automations

Trigger IDV automatically on form submission

Skip irrelevant sections with conditionals

Export PDF responses

Ask us to hardcode your Face ID default

Pricing and Usage Limits

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Period

Form Builder

Verifications

Forms & Submissions

Now–August 31

Free

Pay-per-verification

Unlimited

From September 1

$29/month

Pay-per-verification

Unlimited

Practice management integrations (Clio, Actionstep, Smokeball) go live from July.

FAQs and Troubleshooting

Will I get notified when a form is submitted?

Yes - Realaml notifies your team immediately after form completion, even before verification.

Can I reuse forms for multiple clients?

Yes.

Can I outsource the form build?

Yes - email forms@realaml.com with your form questions or PDFs.

Will e-signing be included?

Coming soon! Sign engagement letters and client forms directly.

Can I embed forms in my website?

Yes - to use iframe ask us for assistance.

Need a Custom Quote?

Email: forms@realaml.com

Email: forms@realaml.com

Forms by Realaml: Complete Help Guide | Realaml Help Center