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.
Live demo · No account needed
Open the sandbox, answer a few questions, and watch the PDF auto-fill. No sign-up, no credit card required.
Open live sandboxWhat 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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