PDF Automation / Client Onboarding
Client onboarding generates the most paperwork of any point in a professional relationship — intake forms, agreements, disclosures, consent forms. Docuplete handles them all: one link, one guided session, every document signed and filed before the relationship begins.
The onboarding pipeline
Step 1
Onboarding triggered — manually or via webhook from your CRM
Step 2
Select which documents this client needs — intake, agreement, disclosure
Step 3
One unique link covers the entire onboarding sequence
Step 4
Guided questions populate all documents from a single data collection
Step 5
E-signature collected once — applied to all documents requiring signature
Step 6
Every signed document stored, sent to Drive, synced to HubSpot
By profession
Client intake questionnaire → KYC/AML intake → Investment advisory agreement → New account application. One session, all four documents populated from a single interview.
Client intake / conflict check → Engagement letter → Retainer agreement. Client completes and signs everything before the first consultation.
Patient intake form → Medical history → HIPAA consent → Financial agreement. Sent at booking time, completed before the appointment.
Client fact finder → Application (life, health, or annuity). Fact finder answers pre-populate the application — client only completes the deltas.
Integration
When a HubSpot deal moves to "Onboarding" stage, trigger a Docuplete session via webhook. The client receives their onboarding link automatically — no staff action required.
Every signed onboarding document is automatically saved to the client's folder in your Google Drive structure — named, organised, and accessible immediately after submission.
When the full onboarding session is submitted, fire a webhook to your practice management or CRM system — create the client record, populate fields, and assign the responsible adviser.
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