Collecting information and using it to fill out templates forms a significant portion of the practice of transactional law (i.e., contracts). Most specifically, as to the legal judgement of what form(s), statements, or clauses are appropriate, what the terms should be, etc.
I'll give you guys a week to rethink your service and get a lawyer on board, but next Wednesday if your service hasn't changed I'm contacting the CA State Bar.