Lawyers · Client Intake
The new client questionnaire is your first administrative impression and the foundation of your conflict check. But emailed PDFs returned as photo attachments, missing fields, and days-long response times delay matter opening. Docuplete turns your intake PDF into a guided digital experience that clients complete on their own schedule — on their phone, at their convenience.
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 sandboxThe problem
Clients email back scanned paper forms — fields are skipped, handwriting is hard to read, and the conflict check is delayed.
Every day a client doesn't return the intake form is a day the matter doesn't open.
Staff key client information from paper or email into your PMS — introducing transcription errors and duplicating effort.
Without a structured intake process, the information collected varies by paralegal and client — making conflict searches unreliable.
How it works
Upload the intake questionnaire or new client form you already use. Any PDF — single or multi-page.
Each field maps to a clear interview question. Clients see plain-language prompts, not legal form field labels.
When a new client inquiry comes in, generate a unique intake link. Send it by email — clients fill from their phone.
Download the pre-filled intake PDF with an OTP-verified signature and full audit trail. Run your conflict check. Open the matter.
What it collects
One link per client. Every intake complete, conflict-check ready, and signed before the first meeting.
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