PDF Intake / Document Type
New account applications are the gateway to every client relationship in financial services — and the most error-prone part of the onboarding process. Docuplete converts your existing application PDF into a guided client interview, filling every field accurately the first time.
The problem
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.
Why PDFs are hard
Custodian-provided new account applications from major brokerages are typically scanned or fixed-layout PDFs. They don't have AcroForm interactive fields. Docuplete's visual overlay fills them precisely.
Client name, address, SSN, and date appear in page headers, identification sections, and signature blocks. Docuplete maps one answer to every location — set once, filled everywhere, every time.
After the application is returned, the same data is typed into the CRM, the practice management system, or the custodian portal. Docuplete's webhook and HubSpot integration eliminate this round trip.
Every not-in-good-order return delays account opening — and revenue. Docuplete's guided interview with required fields prevents the most common NIGO causes: missing fields, wrong formats, unsigned sections.
What gets automated
How it works
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.
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.
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.
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.
Every signed document receives a timestamp from an independent authority — tamper-proof proof of when it was completed and signed. Included on every plan.
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.
14-day free trial. No credit card. Works with any PDF you already use.
Start free trialStarts at $69/mo.
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