External Forms
Collect data from people outside your team.
Secure, traceable forms connected to the case. No email. No rework.
You have been through this before.
You need a document from the client. You send an email. Wait. Follow up. The client replies with the wrong file. You explain. They resend. This time it is correct, but now you need to copy the data manually into the spreadsheet.
And when you finally finish, you realize you forgot to request the signature. Back to square one.
Responses are scattered across email, WhatsApp, and shared folders. Nobody knows what has been filled. Nobody knows what is missing. And the case stays stuck.
What if the form filled the case automatically?
Imagine sending a link and receiving everything ready.
One link. No sign-up.
The external party receives a secure link. Fills the form. No account needed, nothing to install. Simple as it should be.
Data straight into the case.
Every field filled feeds the case automatically. Name, ID, documents — all mapped without copy and paste.
Approval before entry.
Data only enters the case after your team approves. Rejected? The form goes back for correction with one click.
Expiration and resend.
Links expire automatically. If the person did not fill it, resend with a new validity. Without losing the trail.
Before and after.
Forms sent by email with no tracking
Responses scattered across email and WhatsApp
Manually copying data into the case
No control over who filled or when
Manual resend when something is missing
Secure link with token and expiration
Filled data goes straight into the case
Automatic field mapping
Approval and rejection with full traceability
One-click resend with new validity
How it works
From template to data in the case.
Create form templates, send to anyone, and receive structured data directly in the case. With security, approval, and traceability.
Form templates
Build once, reuse always. Fields mapped directly to case fields.
Anonymous filling
The external party needs no account. Access via a secure token link.
Field mapping
Each response automatically fills the corresponding case field.
Approval and rejection
Review data before accepting. Reject with a reason and resend for correction.
Configurable expiration
Set deadlines for filling. Expired links are invalidated automatically.
Auto-create person
The form can automatically create the person record in CaseFy with the submitted data.
Collect effortlessly. Receive with confidence.
Free for up to 3 users. No credit card required.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.