JotForm Integration with Proclaim: A Case Study

Contact us today to find out how we can help

What is JotForm?

JotForm is an online form builder that allows users to create and manage forms for various purposes. It offers a user-friendly interface with a drag and drop functionality, making it accessible for users with little to no coding experience. JotForm provides a wide range of templates and customisation options, allowing users to create forms for surveys, registrations, orders, feedback, and more.

Key features of JotForm include:

  • Form Builder: An intuitive form builder that simplifies the creation process.
  • Templates: A variety of pre-made templates for different types of forms.
  • Customisation: Extensive customisation options for form fields, form data, layout, and design.
  • Integrations: Integration with numerous third-party applications like Google Sheets, PayPal, Dropbox, and more.
  • Data Management: Tools for managing and analysing form responses, including exporting data to various formats.
  • Mobile Responsiveness: Forms are mobile-friendly and can be accessed and filled out on various devices.
  • Security: Features like SSL encryption, data protection, and compliance with privacy regulations (such as GDPR and HIPAA for specific plans).

At Legal Practice Support, our team of software developers are highly experienced in many types of integration, including JotForm. We can customise your legal technology to suit your needs and ultimately save you time and money. Please get in touch with us today to find out more.

What we did for our clients

Our team recently developed a seamless integration between the JotForm website and a client’s Proclaim system. This integration enabled data from JotForm to be automatically pulled into the Proclaim case management software.

This integration enabled the client to offer a better customer experience as all mandates and questionnaires are filled in electronically online.

Additionally, the JotForm submissions integration allowed our client to better collate data to report on due to its immediate and electronic nature.

Our clients informed us that they were able to sign up their customers significantly quicker with our integration as the JotForm form was sent instantly and returned by the customer in an efficient manner. Customers experienced great ease of use as the forms are simple and easy to complete on a PC, tablet or mobile device. JotForm also allows for the use of electronic signatures.

What are the benefits to the JotForm integration?

Integrating JotForm with Proclaim offers several benefits that can enhance efficiency, streamline workflows, and improve data accuracy. Some of the key advantages include:

Automated Data Entry

  • Eliminates Manual Input: Automatically transfers data collected via JotForm into the case management system, reducing the need for manual data entry. Utilising JotForm also provides the client with savings in printing and postage costs.
  • Reduces Errors: Minimises the risk of human error associated with manual data entry, ensuring more accurate data.

Improved Efficiency

  • Saves Time: Automates the data transfer process, freeing up staff time to focus on more critical tasks.
  • Speeds Up Processes: Accelerates the case initiation and update processes by instantly populating the case management system with the latest information from JotForm submissions.

Better Client and Case Tracking

  • Improved Client Management: Keeps detailed records of client interactions and updates, providing a comprehensive view of each case.
  • Detailed Case History: Maintains an accurate and detailed history of case developments, helping in better case management and follow-ups.

Customisation and Flexibility

  • Tailored Forms: Allows for the creation of customised forms that meet the specific needs of the case management process.
  • Adaptive Workflows: Supports the creation of workflows that adapt to the specific requirements of different types of cases.

Analytics and Reporting

  • Comprehensive Reports: Facilitates the generation of detailed reports and analytics by integrating data from JotForm with case management system analytics tools.
  • Informed Decisions: Helps in making data-driven decisions by providing comprehensive insights into case management activities and trends.


How can LPS assist you?

Our team of Proclaim developers are highly experienced in tailoring software to suit our clients’ individual business needs. Adapting and tailoring your claims management technology will not only improve productivity in your business but it will ultimately increase profits due to the fact that many administrative aspects of your business can be automated into Proclaim, freeing up more of your time.

Our team can provide a range of services to many types of professionals to help their firms become more efficient and more profitable. Our services include, Proclaim development/ Case management system development, MI reporting and KPI dashboardsIntegrations, Legal cost and Legal marketing.

If you would like to discuss the development of your firm’s technology, or to discuss general Proclaim development, please do not hesitate to contact us today at


Satisfied client stories

"Since we first began utilising the services of Legal Practice Support, we have seen a dramatic improvement in the capabilities of our Proclaim system. The system has seen substantial enhancements with regards to automation; tasks that previously could take staff hours, can now be completed within minutes."

Mark Brierley

Director, Beacon Law

"Prior to their (Legal Practice Support) involvement, we had little to no reporting; and what we did have was generally manually accumulated data on spreadsheets. Since Legal Practice Support began enhancing our system, they have enabled us to receive key management information as and when required, which allows us to evaluate key areas of the business, as well as provide overviews of fee earners' case progression and their performance amongst other things."

Mr L Ali

Director, Hunter Price Khan

" We have had the out of the box Proclaim system for many years, and whilst we were content with its performance, it wasn't until we utilised the services of Legal Practice Support to help streamline and automate our workflows that we really saw its potential to save time and money by maximising the efficiency of our workflows."


Yasar Ali

Clarity Solicitors

We're here to support your practice

Contacting us is free. It's our goal to put you at ease and offer expert advice on Proclaim development, IT support and Costs Drafting

4 Bark Street East, Bolton, BL2 3PF

Leave A Message