PDF Automation / Client Intake
Client intake PDFs are the most universally broken form in professional services — emailed out, returned incomplete, handwritten data re-keyed by staff. Docuplete converts every intake PDF into a guided digital interview that clients complete before the first meeting, creating a complete, signed intake document with no re-entry.
The automation pipeline
Step 1
Any format — scanned, fixed-layout, AcroForm
Step 2
Drag boxes onto every field — one field, any coordinates
Step 3
Guided, conditional — any device, no account
Step 4
Exact placement at mapped coordinates
Step 5
RFC 3161 timestamp applied automatically
Step 6
Stored, Drive, HubSpot, webhook fired
What gets captured
Docuplete maps each field from your PDF. Client interview answers fill every location — including repeated fields like name in header, body, and signature block.
Automation scenarios
Instead of emailing a PDF and waiting for a return, send a Docuplete link. The client clicks, fills the guided interview on their phone, and submits. You receive a completed, signed intake PDF — typically within hours, not days.
When a new HubSpot contact is created (from a web form, LinkedIn, or manual entry), trigger a Docuplete intake session via webhook. The new lead receives their intake interview link immediately — fully automated, zero staff action.
When returning clients need to update their intake details — change of address, employment change, new services — send a prefilled re-confirmation link. They confirm unchanged fields and update only what's different.
Financial advisory clients need different intake questions than legal clients. Configure practice-specific intake packages and route clients to the right one automatically — from a single Docuplete account.
Why Docuplete
Most PDF form tools require AcroForm interactive fields. Docuplete uses visual coordinate mapping — drag a box onto each field. Works on scanned images, fixed-layout forms, and proprietary carrier or custodian PDFs.
Set up the field mapping once. Every future session fills all fields automatically from the client's interview answers. One template serves thousands of clients.
Show follow-up questions only when triggered. Medical history, EDD screening, beneficiary schedules — conditional branches are configured per document and applied automatically.
Clients sign in the same session. Email OTP verification links the signature to a verified identity. RFC 3161 timestamp from an independent authority proves exactly when the document was signed.
Completed PDF stored in submission bank, saved to Google Drive, attached to HubSpot contact, and your webhook endpoint fired — all on submission, all automatic.
Pass known values when creating a session — account numbers, client names, policy details — and they appear pre-filled in the interview. Client only completes the unknowns.
14-day free trial. No credit card. Any PDF — scanned or fillable.
Start free trialStarts at $69/mo.
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