Document Template
First impressions matter. Replace your paper or emailed intake form with a guided Docuplete interview. Clients complete it before the first meeting — you arrive with their goals, risk tolerance, and financial picture already captured in your intake document.
What gets automated
Upload your existing client intake form PDF. Map each field using Docuplete's visual editor. Common fields for financial advisors include:
How it works
Upload the client intake form you already use. Any standard PDF works — no reformatting or special software needed.
Open the PDF in Docuplete's visual mapper. Drag answer boxes onto each field — client name, dates, signatures — exactly where they appear on the form.
Generate a unique link for each advisory client. They complete a guided interview on any device — no account required. You get a completed, signed PDF.
On submission, the filled PDF is generated, stored in your submission bank, saved to Google Drive, and synced to HubSpot — automatically.
Why it matters
Client answers map directly into the client intake form PDF. No re-keying, no copy-pasting, no transcription errors.
Clients sign electronically in the same session. Identity verified via email OTP — creating a legally defensible audit trail for every submission.
Every signed document receives a trusted timestamp from an independent authority — tamper-proof proof of when it was signed, on every plan.
Completed client intake form PDFs are automatically saved to your Google Drive folder after every submission — no manual downloading.
Submission data syncs to HubSpot contacts automatically — find or create the financial advisor contact record and attach the completed PDF.
Every submission records who signed, when, from which device, and exactly what they submitted — stored independently alongside the document.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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