Forma · v1
The work layer for regulated real-estate law.
Forma lives inside Outlook, Word, and Excel. It drafts alongside the lawyer, keeps the record, and leaves the signature to you.
Where it lives
One backend, three surfaces you already use.
Outlook
Triage opposing-counsel email, surface the estoppels and title exceptions that need you, and pre-draft the reply.
Word
Redline the closing doc against the precedent, flag material deviations, leave the signature to you.
Excel
Reconcile rent rolls and closing statements — catch the off-by-one before it closes.
How it works
Every task, the same five stages.
- 01SurfaceIngest the email, document, or sheet.
- 02ContextPull the matter, the precedent, the history.
- 03AnalyzeRun the skill that fits the task.
- 04ReviewProduce a draft with its reasoning.
- 05ActHand back a reply, a redline, a reconciled row.
Not a chatbot. Not a marketplace.
Forma is the working layer a real-estate law firm already lives on — Microsoft 365 — with an agent that learns the firm’s playbook and keeps the record of every decision.