Templates
Finance & Legal form templates
50 ready-made finance & legal forms — customize the fields and publish in minutes.
Donation Form
Collect one-time or recurring donations with dedications, anonymity, and built-in payment.
7 fields · single page
Expense Reimbursement Request
Let employees submit expenses with receipts, category, and approver details for a clean finance workflow.
9 fields · single page
Budget Request
A structured internal form for requesting budget — amount, justification, and expected outcomes in one place.
9 fields · single page
Vendor Tax Information
Collect the tax and entity details you need from vendors before payments can be released.
7 fields · single page
Contract Intake
Route new contract requests to legal with the counterparty, type, value, and timeline they need to prioritize.
10 fields · single page
Insurance Claim
A guided three-step claim form — claimant details, what happened, and the documentation to support it.
14 fields · multi page
Purchase Approval Request
An internal form for requesting spend approval — what, from whom, for how much, and why.
9 fields · single page
Legal Consultation Request
Let clients request a consultation with the matter type, a brief description, and conflict-check details.
8 fields · single page
Personal Loan Application
Let borrowers apply for a personal loan with income details, document uploads, and a signed credit-check consent.
18 fields · multi page
Trade Credit Application
Screen B2B customers for net-30 terms with trade references, financials, and a signed personal guarantee.
16 fields · multi page
Mortgage Pre-Qualification
Give home buyers an instant pre-qual pipeline: budget, down payment, and a soft credit-pull consent.
17 fields · multi page
Tax Preparation Client Intake
Collect everything your tax preparer needs before the first meeting — filing status, income sources, and documents.
18 fields · multi page
Quarterly Estimated Tax Organizer
A freelancer-friendly organizer for quarterly estimates: pick the quarter, log income and deductions, attach receipts.
8 fields · single page
Bookkeeping Client Onboarding
Onboard new bookkeeping clients with their entity details, software stack, account list, and volume estimates.
15 fields · multi page
Financial Advisor Consultation Booking
Let prospects book a slot with an advisor and pre-qualify themselves before the call.
10 fields · single page
Investment Risk Profile Quiz
A conversational risk-tolerance assessment that scores clients from conservative to aggressive.
12 fields · chat
KYC Identity Verification
Verify customer identity remotely with ID upload, a live selfie, and source-of-funds declarations.
14 fields · single page
Direct Debit / Autopay Mandate
Collect signed authorization to debit a customer's bank account on a recurring schedule — bank details, frequency, and the mandate terms that make it stick.
11 fields · single page
Wire Transfer Request
An internal request form for outgoing wires — beneficiary bank details, amount and currency, value date, and the supporting invoice attached.
14 fields · single page
Invoice Dispute Form
Let customers formally contest an invoice line-by-line — disputed items, evidence, and the resolution they want — so AR can settle disputes fast.
12 fields · single page
Payment Plan / Hardship Request
Let customers in arrears propose an installment plan they can actually afford — amount, schedule, context, and a signed agreement to the terms.
12 fields · single page
Beneficiary Designation
Update account or policy beneficiaries — primary and contingent, with percentage allocations that must total 100%.
8 fields · single page
Stock Option Exercise Notice
Notify the company you're exercising vested options — grant details, quantity, exercise method, tax acknowledgment, and signature.
12 fields · single page
Accredited Investor Self-Certification
Gate your fund or deal room with a signed accreditation declaration — qualification basis, regulatory disclosure, and optional verification documents.
12 fields · single page
Shareholder Proxy Voting Form
Collect shareholder votes on meeting resolutions — For, Against, or Abstain — with proxy appointment and attendance RSVP, ahead of the general meeting.
8 fields · single page
Insurance Quote Request
A lead-gen quote form that routes personal and business coverage inquiries — coverage type, amount, renewal timing, and campaign attribution built in.
10 fields · single page
Vendor Onboarding Form
Collect everything procurement needs to set up a new supplier — company details, tax and banking information, insurance certificates, and signed vendor terms.
18 fields · multi page
Expense Policy Attestation
Have employees confirm they have read and understood the expense policy — version, key rules, and a signed attestation before they submit their first claim.
13 fields · single page
Grant Expenditure Report
Periodic reporting back to funders — grant reference, reporting period, line-item spend against budget categories, narrative, and supporting receipts.
13 fields · single page
Internal Audit Request
Let business units request internal audit coverage — scope, systems or processes in scope, urgency, and the concern or trigger driving the request.
13 fields · single page
Tax Document Collection
Collect tax forms and identification from contractors, vendors, or investors — entity type, tax year, required documents, and secure upload.
13 fields · single page
Subscription Billing Change
Let customers request a plan change, seat adjustment, or cancellation — account reference, desired change, effective date, and reason for retention teams.
12 fields · single page
Accounts Payable Inquiry
A vendor-facing form to ask about invoice status, payment timing, or remittance details — structured so AP can resolve inquiries without email back-and-forth.
15 fields · single page
Financial Hardship Application
Let customers or members apply for temporary financial relief — hardship type, income and obligations, requested assistance, and supporting documentation.
18 fields · multi page
Insurance Claim Follow-Up
Check in on an open claim — policy and claim numbers, what you need from the adjuster, and any new documents to upload.
12 fields · single page
Credit Memo Request
Request a credit against an issued invoice — original billing details, the amount to credit, reason, and supporting documentation.
11 fields · single page
Treasury Cash Position Report
A structured daily or weekly cash snapshot — bank balances by account, restricted cash, variance notes, and treasury sign-off.
14 fields · multi page
Compliance Certification Form
An officer or authorized signatory certifies compliance with a named framework — scope, effective period, attestation, and optional evidence.
16 fields · multi page
Vendor Payment Remittance Advice
Tell a vendor which invoices a payment covers — amount, date, reference, and a contact for reconciliation questions.
12 fields · single page
Expense Receipt Submission
Employees submit out-of-pocket expenses for reimbursement — date, category, amount, business purpose, and the receipt attached.
11 fields · single page
Financial Statement Request
Request official account statements for a defined period — identity verification, delivery preference, and authorization to release records.
16 fields · multi page
Loan Forbearance Request
Borrowers request temporary payment relief — hardship context, the forbearance window they need, supporting documents, and a signed acknowledgment.
16 fields · multi page
Escrow Instruction Form
Issue formal escrow instructions to your agent — parties, amount, release conditions, and the signed authorization that binds the arrangement.
12 fields · single page
Dividend Reinvestment Election
Let shareholders choose how future dividends are paid — full reinvestment, cash, or a partial split — with a signed election that sticks until changed.
10 fields · single page
Board Resolution Intake
Route proposed board resolutions through legal — resolution type, draft text, supporting documents, and the meeting context needed to get it on the agenda.
10 fields · single page
Regulatory Filing Preparation
Kick off a regulatory filing with the regulator, deadline, filing period, responsible owners, and the draft documents that need final review.
14 fields · multi page
Asset Disposal Request
Request approval to retire, sell, or write off a fixed asset — book value, disposal method, buyer details, and the business case finance needs to sign off.
12 fields · single page
Intercompany Transfer Request
Move funds between group entities with the from/to parties, amount, purpose, GL coding, and supporting documentation treasury needs to post it.
11 fields · single page
Financial Controls Self-Assessment
Periodic attestation of key financial controls — rate each control area, flag gaps, propose remediation, and sign off for the reporting period.
11 fields · multi page
Whistleblower Finance Report
Confidential channel for reporting financial misconduct — concern type, what happened, evidence, and optional contact details if you want follow-up.
13 fields · single page