System

Design Studio

Design intake forms, workflow definitions, notification templates, reusable lists, and entity field definitions from one workspace.

For larger stackable processes, use The Forgestrator to compose reusable workflow blocks into one master orchestration.

AI-assisted workflow drafting is being framed as an unpublished draft/import assistant with human review and manual publish required.

Create form Open Forgestrator Create workflow
This workspace has no next promotion target. Switch to Development or Test from the environment picker to promote definitions forward; Production is the end of the promotion path.
Forms 9 Submission forms and client-facing intake surfaces Workflows 9 Review paths, approvals, routing, and queues Notifications 4 Email templates used by workflow steps Engagement Letters 1 Reusable letter templates selected by workflow routing

Forms

Build the intake screens users and clients fill out.

Open forms list Create form
Used for inbound email intake and uploaded-photo OCR drafts.
Name Version Status Publish state Submissions Client links Workflow
Cal's Corporate Intake A demo corporate intake for entity, transaction, and governance work. 1 Active Published / live 7/19/2026 9:12 PM 0 0 open 0 done Cal's Corporate Review
Evelyn's Employment Intake A demo employment intake for workplace advice, claims, and investigations. 1 Active Published / live 7/19/2026 9:12 PM 0 0 open 0 done Evelyn's Employment Review
Frank's Intake Form A friendly sample intake form for a quick new-matter walkthrough. 1 Active Published / live 7/19/2026 9:12 PM 0 0 open 0 done Frank's Intake Review
Maya's Billing Setup A demo form for opening billing details before work starts. 1 Active Published / live 7/19/2026 9:12 PM 0 0 open 0 done Maya's Billing Approval
New Matter Intake Starter intake form for collecting the first wave of client and matter details. 1 Active Published / live 7/19/2026 9:12 PM 3 0 open 0 done Standard Intake Review
Nina's Litigation Intake A demo litigation-focused intake form with a short review path. 1 Active Published / live 7/19/2026 9:12 PM 0 0 open 0 done Nina's Litigation Review
Olivia's Quick Conflict Check A demo form for light conflict-screening scenarios. 1 Active Published / live 7/19/2026 9:12 PM 0 0 open 0 done Olivia's Conflict Review
Rosa's Real Estate Intake A demo real estate intake for acquisitions, leases, and property questions. 1 Active Published / live 7/19/2026 9:12 PM 0 0 open 0 done Rosa's Real Estate Review
Theo's Outside Counsel Request A demo request form for coordinating outside counsel work. 1 Active Published / live 7/19/2026 9:12 PM 0 0 open 0 done Theo's Counsel Coordination

Workflows

Design the routing, review, approval, and return paths behind forms.

Open workflows list Draft with assistant Create workflow

Draft concept

AI-assisted workflow drafting

Describe the intake, approval, or routing path, then CMIForge proposes an editable workflow with steps, outcomes, assignment notes, and notification placeholders.

Human publish required

The assistant creates an unpublished draft only. Designers still edit, save, test, and publish the final workflow themselves.

Sketch a workflow
Name Version Status Publish state Default form scope Steps
Cal's Corporate Review Routes corporate intakes through review and opening approval. 1 Active Published / live 7/19/2026 9:12 PM Cal's Corporate Intake 2
Evelyn's Employment Review Routes employment intakes through screening and partner approval. 1 Active Published / live 7/19/2026 9:12 PM Evelyn's Employment Intake 2
Frank's Intake Review Routes Frank's intake form through team review and final approval. 1 Active Published / live 7/19/2026 9:12 PM Frank's Intake Form 2
Maya's Billing Approval Reviews billing setup requests before the matter is opened. 1 Active Published / live 7/19/2026 9:12 PM Maya's Billing Setup 2
Nina's Litigation Review Routes litigation intakes through screening and approval. 1 Active Published / live 7/19/2026 9:12 PM Nina's Litigation Intake 2
Olivia's Conflict Review Walks a quick conflict check through review and approval. 1 Active Published / live 7/19/2026 9:12 PM Olivia's Quick Conflict Check 2
Rosa's Real Estate Review Routes real estate intakes through property review and approval. 1 Active Published / live 7/19/2026 9:12 PM Rosa's Real Estate Intake 2
Standard Intake Review Starter workflow for reviewing and approving new matter intake submissions. 1 Active Published / live 7/19/2026 9:12 PM New Matter Intake 2
Theo's Counsel Coordination Reviews outside counsel requests before they become work items. 1 Active Published / live 7/19/2026 9:12 PM Theo's Outside Counsel Request 2

Notification Templates

Manage reusable messages for workflow notification steps.

Open templates list Create template
Name Version Status Publish state Subject
Conflict escalation Notification used when conflict result rows are escalated to another reviewer. 1 Active Reusable template Conflict escalation: {{ConflictSearchNumber}}
Workflow approved Notification used when an intake or review workflow reaches approval. 1 Active Reusable template Submission {{SubmissionNumber}} was approved
Workflow returned Notification used when a workflow item needs revision or follow-up. 1 Active Reusable template Submission {{SubmissionNumber}} was returned
Workflow step update General workflow notification for movement between intake/review steps. 1 Active Reusable template Submission {{SubmissionNumber}} needs attention

Engagement Letter Templates

Manage reusable free-text letters that workflow routing can pick and generate as Word or PDF drafts.

Open templates list Create template
Name Version Status Description
Standard Engagement Letter 1 Active Starter free-text engagement letter template for workflow-routed draft generation.