AI Form Pricing for PI Firms

Yes. Our intake forms are designed as **client-facing intake tools**, not legal advice. Every form includes built-in disclaimers clarifying that the form is not legal advice and does not create an attorney-client relationship. This positions the product within the same framework LegalZoom and Rocket Lawyer operate under—the attorney reviewing and adopting the form maintains full responsibility for their practice. We recommend firms have their malpractice carrier review any new intake process.

Legacy intake platforms were built in the 2000s with enterprise profit margins. They're charging firms $800+/mo because firms were locked in and had no alternatives. We built FormAI as a modern AI-native tool—lower infrastructure costs, no per-page pricing, and no sales team pushing 5-year contracts. The economics are fundamentally different, and we pass those savings to PI firms. If your current platform drops their price by 60%, that tells you something about their margins.

Every plan includes email support with a 24-hour response target. Professional and Practice plans include priority chat. Practice plans include a dedicated onboarding session. We respond faster to form-specific questions than legacy platforms because we're a smaller, more focused team. No offshore call centers. If you have a compliance question, we recommend your state bar ethics hotline—but we're available to discuss how our tool works.

You own your data. Upon cancellation, we provide a full export of all intake forms, templates, and analytics data in standard formats. We retain anonymized usage data for product improvement purposes only (per our privacy policy). Your data is deleted from production systems within 30 days of cancellation. We don't sell client data to third parties—this isn't our business model.

Yes, 14 days on every plan. No credit card required to start. You get access to all features in your chosen tier during the trial. We do this because intake software decisions are high-stakes—firms need to see the forms working with their actual intake workflow before committing. If the trial doesn't show value, no charge. No catch.

Yes. Upgrade anytime—all your existing forms and data carry over. Downgrades take effect at the next billing cycle. We bill monthly or annually (annual saves 20%). No renegotiation required if you grow from Solo to Growing to Practice. Your intake pipeline doesn't pause for billing conversations.