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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.

Jordan avatar
Written by Jordan
Updated this week

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

Table of Contents

  • 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

  1. Go to the Send Forms tab.

  2. Click Add New Form.

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

  4. Set:

    • Form Title

    • Intro Message (like your data consent text)

  5. Click Add Form.

Using Form Templates

Templates help you:

  • 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

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

  • 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

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

Field modifiers:

  • 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")

Previewing and Testing Forms

Use the Preview tool to:

  • 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)

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

Note: This is different from IDV reports, which only notify your team once the verification is complete.
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Embedding Forms and Static Links

You can:

  • 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

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

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

Pricing and Usage Limits

Period

Form Builder

Verifications

Submissions

Now–June 30

Free

Pay-per-verification

Unlimited

From July 1

Low monthly fee

Pay-per-verification

~1,000/month included

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?

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