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What is Formis?

Formis is a specialized tool for construction project management that aims to simplify crucial functions such as RFIs, submittals, transmittals, document control, and approvals, specifically crafted for general contractors who want to oversee projects without the high expenses associated with traditional enterprise software or significant implementation costs. Its user-friendly self-service form builder and workflow engine empower project managers to create forms, set up routing and approval workflows, and adjust notifications on their own, removing the dependence on outside consultants and facilitating personalized workflows. Functioning as a single source of truth, Formis keeps a detailed document register that monitors versions, revisions, and transmittals along with tracking acknowledgments, allowing users to interact with external partners without incurring extra expenses for additional paid seats. When team members need quick access to answers within indexed project documents, Formis AI efficiently pulls relevant details, citing the exact sheet and page before an RFI is submitted, which boosts team productivity while still respecting the knowledge of the Engineer of Record. Additionally, the pricing structure is uncomplicated, based on the number of user seats, with transparent and published rates, and notably, there are no setup costs, making it an attractive option for teams aiming to enhance their project management efficiency. The integration of these features and the commitment to clear pricing allows teams to concentrate on their construction projects without the burden of unnecessary financial stress, ensuring a more streamlined approach to project management. Overall, Formis represents a modern solution to the challenges faced in construction project management, providing both utility and value.

What is FLIP?

This software acts as a fundamental case management and intake platform that efficiently manages client and matter data, offering swift access and retrieval capabilities. It boasts functionalities such as the ability to print intake labels, generate reports, and utilize a range of forms and labels, thereby ensuring thorough document management. The inclusion of bar code features significantly improves file tracking, simplifying the process of locating and organizing essential documents. Furthermore, it comes with 12 pre-installed FLIP Memos, including options like Documents Enclosed and Transmittal Memorandum, while also allowing users to create CUSTOM MEMOS for regular use. The software adeptly prepares these memos for sending to clients and opposing counsel, streamlining the process of mailing with window envelopes. Users have the option to print memos on standard paper or specially designed FLIP Memo forms to suit their needs. For improved organization, the system provides large file labels that can easily be applied to expandable pockets and wallets, enhancing the storage solution's functionality. These labels can be printed effortlessly using an envelope feeder, ensuring that every file is clearly marked with important information drawn from the client, matter, or opposition database, along with a corresponding bar code for straightforward scanning and retrieval. Overall, this robust system not only streamlines case management but also significantly enhances the workflow for legal practitioners, ensuring that they can operate more efficiently. Its user-friendly interface and versatile features make it an essential resource in the legal field.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$80/month
Free Version
Free Trial Offered?

Pricing Information

$99.95 one-time payment
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Formis

Date Founded

2025

Company Location

United States

Company Website

useformis.com

Company Facts

Organization Name

BlumbergExcelsior

Company Website

www.blumberg.com

Categories and Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Categories and Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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