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Supercharge Client Intake

Sagacity Forms Transforms Data Collection for Legal Professionals
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Our Story

At Sageness Legal Solutions, our goal is to revolutionize the way lawyers provide services to their clients. Our expertise as a Gold Actionstep partner and extensive experience in implementing Actionstep systems led us to identify a major pain point for our clients. Determined to find a better solution, we created Sagacity Forms.

Our Vision

Sagacity Forms is just the beginning of our journey to revolutionize the legal industry. Our commitment to improving the way lawyers provide services through technology will drive us to continue developing innovative solutions that meet the evolving needs of our clients. We believe that technology has the power to transform the legal industry and we are dedicated to leading the charge.


Sagacity Forms was born from a desire to improve the legal industry through technology. Our team at Sageness Legal Solutions saw the need for a more efficient and effective solution and set out to build it from the ground up. With a focus on security and performance, we built Sagacity Forms on the trusted AWS platform and utilized fully encrypted regional servers to ensure the highest levels of data security and compliance.

Who are we

How it works


Build a comprehensive collection of forms that can be easily sent to your clients. With Sagacity Forms, each line in the form is intelligently linked to a corresponding data field in Actionstep, streamlining the data collection process.


Send forms to any party involved in your matter with ease. Your clients can access and manage all their forms through a single, user-friendly link, without the hassle of remembering passwords or usernames.


With Sagacity Forms, you can seamlessly integrate form submissions with Actionstep. View the collected data and instantly update matter participants, add contacts to the system, and update custom data fields in Actionstep with just a few clicks.

Hacker Law

"We are saving 20 hours a week"

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Request demo

To schedule a product demo with one of our legal engineers, please fill in your contact details

100 East Pine St Suite 110 Orlando Fl

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