Case Study: Gershenson Law achieves streamlined, automated client onboarding with Jotform

How a Lawyer Uses Jotform

Gershenson Law, founded by attorney Jason Gershenson, needed a faster, more organized way to onboard startup clients without spending time on manual data entry and spreadsheet updates. To solve that, Gershenson Law turned to Jotform, using custom online forms with a rich-content HTML field for the Attorney‑Client engagement letter, click‑wrap signing, and Jotform’s unique pre-population function.

Jotform’s forms let Gershenson pre-fill client details, email a single link for completion and signature, and automatically send both parties the signed agreement with the matter name and number in the subject line. The result is automated client onboarding that eliminates manual entry, creates a persistent communication thread for each matter, speeds up signings, and improves the client experience — enabling Gershenson Law to scale operations as it expands to new markets.

Gershenson Law

Jason Gershenson

Attorney