Document Automation
Send clients a guided link to review and sign their engagement letter before work begins. No printing, no scanning — just a signed letter with a full audit trail, ready in minutes.
What gets automated
Docuplete's visual mapper places answer boxes exactly where they appear on your PDF. Common engagement letter automation fields include:
How it works
Each client gets their own unique link. The interview adapts to their answers — only asking what's relevant.
Upload the form you already use — any standard PDF. No reformatting needed.
Drag answer boxes onto the PDF where each field goes. One field can map to multiple locations across pages.
Generate a unique link per client. They fill a guided interview — no account required. You get a completed, signed form.
Key features
Clients sign electronically with email OTP verification — producing a legally defensible audit trail for every engagement.
Clients open a link on any phone or desktop — no sign-up, no download, no friction before work begins.
Pass client name, matter description, or fee details via URL parameters to pre-fill fields you already have.
Pair the engagement letter with your client intake form — both completed from one client interview.
Signed engagement letters are automatically saved to your Google Drive folder after every submission.
Every signed letter is stored with a full audit trail — download or share with the client at any time.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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