Document Automation
Replace paper or emailed questionnaires with a guided online interview. Clients fill on any device at their own pace — you get their answers mapped directly into your PDF, ready to use.
What gets automated
Docuplete's visual mapper places answer boxes exactly where they appear on your PDF. Common client intake form automation fields include:
How it works
Each client gets their own unique link. The interview adapts to their answers — only asking what's relevant.
Upload the form you already use — any standard PDF. No reformatting needed.
Drag answer boxes onto the PDF where each field goes. One field can map to multiple locations across pages.
Generate a unique link per client. They fill a guided interview — no account required. You get a completed, signed form.
Key features
Upload the intake form you already use. Docuplete maps your interview questions onto the PDF exactly — no reformatting.
Clients open a link and fill the interview on any phone, tablet, or desktop — no sign-up, no download, no friction.
Route clients through different question paths based on their answers — collect only what's relevant to their situation.
Intake answers sync to HubSpot contacts automatically — find or create the contact, map fields to properties, attach the completed PDF.
Configure a webhook to trigger your CRM or practice management system the moment a client submits their intake.
Completed intake PDFs are saved to your Google Drive folder automatically after every submission.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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