Counter

Custom forms

Counter Pro — Advocate — documentation preview.

Introduction

Custom forms let your firm upload its own PDFs (fee agreements, retainers, authorizations, and similar letters), place signature and fill-in fields in DocuSign, and send them from any claim. Templates are shared across the firm. Ready forms appear in Generate Document on every claim.

This feature is entitlement-gated. If you do not see a Forms tab under Settings, ask Counter to enable Custom forms for your firm or user.

Before you begin

  • Your account must have Custom forms enabled (Counter Admin firm or personal switch).
  • You need a working DocuSign connection for your environment.
  • Prefer forms that mainly need a signature plus basic claimant details (name, SSN, contact). Complex questionnaires are better handled with SSA forms or Import from document.

Create a firm form

  1. Open Settings (gear in the sidebar footer), then open the Forms tab.
  2. Enter a form name, choose a category, and choose who signs (claimant only, representative only, or both).
  3. Choose PDF, then Upload & place fields.
  4. In the DocuSign template editor, place signature tabs and any text fields your form needs, then finish the editor.
  5. Mark the template Ready when field placement is done.

Draft and archived templates do not appear in Generate Document until they are Ready.

Send a custom form from a claim

  1. Open the claim in the intake workspace.
  2. Open Documents → Generate Document.
  3. Select your firm custom form from the list (alongside SSA document templates).
  4. Confirm the claimant has an email on the claim when the client must sign.
  5. Complete any representative signing step in the app if the form requires it. The claimant then receives a DocuSign email to sign.

When the client finishes signing, advocates with Document Signatures email notifications enabled receive an email (see Settings).

Documents drawer

On the claim Documents list you can:

  • Track status (for example generated, advocate signed, sent, fully executed).
  • Sign or Send when the workflow still needs your action.
  • Download the signed PDF when complete.
  • Review & sync on a fully signed custom form — opens Import from document with that PDF so you can review extracted fields and merge them into the claim. Always confirm values before applying.
  • Delete a custom form instance from the claim (firm custom forms only — not SSA packets).

Tips

  • Best for signatures and basic identity fields. Review & sync can miss or misread fields; treat extraction as a draft.
  • Keep template names clear so staff can pick the right form in Generate Document.
  • Claimant email must be on the claim before client-facing sends.