PDF Intake / Legal

PDF intake automation for law firms.

Law firms collect sensitive client information across practice-specific intake forms — estate planning questionnaires, conflict-check intakes, medical authorizations, power of attorney instructions. Docuplete converts each one into a guided client interview, delivers a signed PDF, and creates a full audit trail before the first billable minute.

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The problem

The manual PDF workflow is broken.

PDFs are the universal format for regulated documents — but they were designed to be read, not filled programmatically. Here's what most firms are still doing.

Without automation

1Email PDF intake form to new client
2Client fills partially, misses required fields, emails back
3Paralegal reviews, identifies gaps, calls client
4Client sends corrected version
5Paralegal creates matter in practice management system — re-keying the same data
6Engagement letter sent separately — another round of email and signature chase

With Docuplete

1Upload your existing PDF — any format, including scanned
2Map fields visually with drag-and-drop — no developer needed
3Send each client a unique interview link — no account required
4Client answers a guided interview on any device, at their own pace
5Docuplete places answers into the PDF at exact coordinates — automatically
6Client signs electronically with OTP-verified identity in the same session
7Completed PDF delivered: stored, sent to Google Drive, synced to HubSpot

Why PDFs are hard

PDFs resist automation. Docuplete is built around that reality.

⚖️

Conflict of interest checks depend on complete data

A conflict check is only as good as the data it's based on. If a client skips the opposing party field on a handwritten intake form, the check fails silently. Docuplete's required fields prevent submission without complete data.

🔐

Client data is highly sensitive

Legal intake includes SSNs, financial details, medical history, and family information. Docuplete's AES-256-GCM answer encryption (Pro+) protects sensitive field values at rest. No data in email attachments.

✍️

Engagement letters and authority documents need verified signatures

An engagement letter signed without identity verification creates risk. Docuplete's OTP-verified e-signature creates a verifiable record linking the signature to a specific email address.

📂

Multiple forms per matter

Estate planning matters may require a questionnaire, a power of attorney intake, a HIPAA authorization, and an engagement letter — all before drafting begins. Docuplete handles each as a separate guided session, all trackable in the submission bank.

What gets automated

Every PDF form in your stack.

Client Intake / Conflict CheckNew matter intake with conflict screening

Engagement LetterFee agreement and scope of representation

Estate Planning QuestionnaireAssets, family, and wishes capture

Power of Attorney IntakePrincipal, agent, and authority scope

Medical Records AuthorizationHIPAA-compliant release form

Non-Disclosure AgreementConfidentiality before disclosure

Retainer AgreementRetainer amount and replenishment terms

Settlement AuthorizationClient authority to settle matter

How it works

Upload your PDF. Map fields visually. Send a link.

Works with any PDF

Visual overlay filling works with any PDF — including scanned documents. Docuplete doesn't parse your PDF's fields. It places answers at exact coordinates on the page, the same way data would be handwritten.

Visual field mapping — no code

Open your PDF in Docuplete's mapper. Drag a box onto each field — client name, dates, checkboxes, signature lines. One field answer can appear in multiple places across multiple pages.

Guided interview with conditional logic

Clients answer one question at a time. Conditional logic shows follow-up questions only when triggered — keeping the interview short for most clients while capturing everything needed for complex cases.

E-signature with OTP verification

Clients sign in the same session. Identity is verified via email OTP before the signature is accepted — creating a legally defensible signed PDF with a full audit trail.

RFC 3161 trusted timestamp

Every signed document receives a timestamp from an independent authority — tamper-proof proof of when it was completed and signed. Included on every plan.

Completed PDF generated automatically

On submission, the filled PDF is generated, stored in your submission bank, saved to Google Drive, attached to your HubSpot contact, and your webhook is fired — all without manual steps.