Universal
On-Demand Forms
Secure forms, packets, releases, and approvals generated when the work needs them.
Send the right client-facing form or packet without building a portal or asking someone to create an account.
On-Demand Forms lets Trellys generate private, expiring links for clients, partners, vendors, or other outside parties. Use templates for repeatable workflows like intake packets, HIPAA releases, authorizations, NDAs, and document requests, or let Filevine workflows and AI agents create dynamic interactions when the situation needs something specific.
How it works
1
Trigger from the source of work
Filevine, an AI agent, or another workflow creates the form request with the recipient, template, and needed fields.
2
Generate a secure link
Trellys creates a private, expiring link for that specific interaction.
3
Collect or present what matters
The recipient can review information, answer questions, upload documents, approve terms, or sign when a signature is required.
4
Record the outcome
Trellys stores the submitted data, completion status, and audit metadata so the workflow can continue.
✓ Works for clients, partners, vendors, and other outside recipients.
✓ Supports templates for repeatable packets and dynamic forms for one-off needs.
✓ Does not require a standing portal account or login for every recipient.
✓ Designed to be triggered from Filevine, workflows, and AI agents.
✓ Signature capture can be included when consent or authorization is required.
Connects with
Filevine
System of record
Microsoft 365
Missive
Connected