PDF Automation / Legal

PDF automation for law firms.

Law firms generate more signed documents per matter than almost any other professional service — intake forms, engagement letters, retainer agreements, estate planning questionnaires, powers of attorney, medical authorizations. Each one involves the same cycle of emailing, chasing, and re-keying. Docuplete breaks the cycle.

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The automation pipeline

Every step — automated, in sequence.

Step 1

Upload any PDF

Your existing form — fixed layout, scanned, or interactive

Step 2

Map fields visually

Drag boxes onto each field; one answer fills multiple locations

Step 3

Client gets a link

Guided interview, any device, no account needed

Step 4

PDF generated

Filled automatically from client answers

Step 5

Signed with OTP

E-signature with identity verification in same session

Step 6

Delivered everywhere

Stored, Drive synced, HubSpot updated, webhook fired

The problem

Where manual PDF work breaks down.

Intake delays cost billable time

Every hour between a client's first contact and a complete intake form is an hour of billable time on hold. Docuplete sends the intake interview automatically — clients complete before the first consultation, so the first meeting is about the matter, not the paperwork.

Conflict checks depend on complete data

A conflict-of-interest check is only as reliable as the intake data it's based on. If a client leaves the opposing party field blank on a handwritten form, the check fails silently. Docuplete's required fields prevent submission without complete information.

Sensitive data travels by email

Legal intake collects SSNs, financial details, medical history, and family information. PDFs sent as email attachments are unencrypted and uncontrolled. Docuplete session links are time-limited, OTP-gated, and client answers are encrypted at rest (Pro+).

Multiple forms per matter, multiple rounds of chasing

An estate planning matter requires a questionnaire, power of attorney instructions, a HIPAA authorization, and an engagement letter — each sent, chased, and filed separately. Docuplete handles each as a trackable session in the submission bank.

What gets automated

Every PDF form in your workflow.

Client Intake / Conflict Check — New matter intake with opposing party data
Engagement Letter — Fee structure, scope, retainer terms
Estate Planning Questionnaire — Family, assets, wishes, existing documents
Power of Attorney Intake — Principal, agent, authority scope
Medical Records Authorization — HIPAA-compliant release
Non-Disclosure Agreement — Confidentiality before disclosure
Retainer Agreement — Retainer amount and replenishment
Settlement Authorization — Client authority to settle matter

Use cases

Automation scenarios for your workflow.

⚖️

Zero-paper new matter onboarding

When a prospect books a consultation, send a Docuplete intake link. They complete the conflict-check intake, sign the engagement letter, and return the retainer authorisation before the meeting. You walk in with a complete, signed matter file.

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Estate planning packet — one session

Estate planning clients need to complete a lengthy questionnaire before any drafting begins. Send a Docuplete link — the interview breaks it into logical sections, auto-saves progress, and sends reminders. You receive a complete signed questionnaire.

🔏

NDA signed before any conversation

Generate a Docuplete NDA session from your document library. Send the link — the counterparty reviews terms and signs with OTP verification. You have a signed NDA with a trusted timestamp in minutes, before any confidential information is shared.

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Webhook to practice management

When a Docuplete matter intake is submitted, fire a webhook to your practice management system. Create the matter automatically, populate contact fields, and assign the responsible attorney — without any manual data entry.