{ Project Overview }
CLS required a fully custom Company Formations form that could guide users through a detailed multi-step application process. The existing tools on the market were either too limited, too rigid, or unable to manage the intricate branching logic needed to collect specific director, shareholder, and company information. The goal was to create a seamless digital workflow that reduced administrative workload, improved data accuracy and enabled users to submit applications effortlessly.
{ The Challenge }
Company formation is a data-heavy process. Users must provide precise details about company type, directors, shareholders, addresses, roles, share allocations, and various compliance requirements. Each selection influences the next set of questions, creating a deeply conditional user flow.
CLS also needed:
• Linear and non-linear conditional paths
• Real-time calculations for fees and share capital
• The ability to dynamically add or remove director/shareholder sections
• Integrated Stripe payments within the form
• A user-friendly, multi-stage experience that reduced drop-offs
• GDPR-compliant collection and storage of sensitive information
{ Why Forminator }
Forminator provided a strong foundation for multi-step forms and integrations, but its native capabilities needed to be expanded to handle the depth of logic required. It offered a flexible starting point, enabling custom PHP and JavaScript injections, making it possible to extend functionality far beyond what the plugin offers out of the box.
{ The Solution }
Advanced Conditional Logic
The form was built with a robust logic structure that adapts dynamically as the user progresses. Company type selection triggers different paths. The number of directors or shareholders determines how many repeating data sets appear. Certain compliance fields only reveal themselves when relevant. Every step was structured to keep unnecessary fields hidden and the experience focused.
Dynamic Calculations
Real-time calculations were implemented to handle fees, add-on services, share capital, and cost breakdowns. Users can see totals update instantly as they adjust selections, improving clarity and reducing confusion.
Seamless Stripe Payment Integration
The full application and payment process takes place within the form. Once users complete the required steps, they can submit payment immediately through a secure Stripe integration, simplifying the workflow for both CLS and their customers.
UX and Performance Enhancements
The form was designed to make a long and intricate process feel manageable. This included:
• A clear multi-stage layout
• Smart grouping of related fields
• Progress indicators
• Reduced cognitive load through conditional visibility
• Optimised performance across devices
The end result is a faster, more intuitive experience that encourages completion.
Data Validation and Consistency Checks
To minimise errors and protect data quality, validation was applied throughout the workflow. Address formats, email consistency, share allocations and legal requirements all feature automated checks to reduce administrative back-and-forth.
{ Technical Stack }
• WordPress
• Forminator Pro
• Custom JavaScript and PHP modules
• Stripe payment integration
• Dynamic conditional logic engine
• Custom validation logic
• Enhanced form UI components
{ Results }
CLS now has a fully automated digital process for company formation applications. The custom form:
• Reduces manual review time
• Eliminates common user errors
• Ensures consistent, high-quality data
• Streamlines payment and submission
• Provides a more professional onboarding experience
• Improves completion rates through a cleaner user flow
The form now serves as a central part of CLS’s digital operation, offering the flexibility and scalability needed for future growth.
{ FAQ }
How do you build a complex company formation form in WordPress?
A combination of a form builder like Forminator and custom development allows for multi-step flows, conditional branching, and advanced calculations tailored to company formation requirements.
Can Forminator handle advanced conditional logic?
Yes, with custom code. While Forminator offers basic logic, deeper branching, dynamic sections, and calculations require enhanced scripts and backend logic.
How do you integrate Stripe payments into a multi-step form?
Stripe can be embedded directly into Forminator’s final step using secure API integrations and conditional triggers to ensure payment only appears when all required details are complete.
What’s the best way to collect director and shareholder details online?
Repeater fields paired with validation and conditional logic ensure data is structured, complete and compliant before submission.
How do you keep the process user-friendly when the form is long?
Multi-step layouts, progressive disclosure, clear headings and real-time feedback help users stay focused without feeling overwhelmed.
