PDF Software / Client Intake

PDF client intake software.

The standard client intake workflow — email a PDF, wait for it back, re-key the data — is the most universally broken process in professional services. Docuplete replaces it: clients receive a link, complete a guided interview on any device, and you receive a completed, signed intake PDF before the first meeting.

Start free trial See live demo →

How it works

Upload your PDF. Map fields. Send a link.

Step 1

Upload PDF

Any format — fixed, scanned, interactive

Step 2

Map fields

Visual drag-and-drop — no code required

Step 3

Client fills

Guided interview, any device, no account

Step 4

PDF generated

Answers placed at exact coordinates

Step 5

E-signed

OTP verification + RFC 3161 timestamp

Step 6

Delivered

Drive, HubSpot, webhook — automatic

Feature comparison

What Docuplete does that generic PDF tools don't.

Capability	Docuplete	Generic PDF reader / filler
Clients complete on any device (no PDF reader)	✓ Mobile-first interview	✗ Requires PDF app
Autosave — complete in multiple sittings	✓ All plans	✗ Not available
Session reminders for incomplete forms	✓ All plans	✗ Manual chasing
Required fields — no incomplete submissions	✓ All plans	✗ Clients skip at will
Conditional logic — skip irrelevant questions	✓ Built-in	✗ Full form always shown
E-signature in same session	✓ All plans	✗ Separate tool needed
HubSpot sync — creates/updates contact on submission	✓ Pro+	✗ Manual data entry
Webhook to practice management or CRM	✓ Developer+	✗ Not available

Fit

Who it's built for.

Good fit when…

You collect the same intake information from every new client
You want clients to complete before the first meeting, not during it
You want structured digital data — not handwriting to re-key
You want intake completion to trigger CRM or practice management updates automatically
You work in financial services, legal, healthcare, insurance, or real estate

Not the right tool when…

Each client's intake is completely unique and requires bespoke questions
You use a fully integrated practice management system with built-in intake
You primarily collect one-sentence answers — not structured form data

Features

Everything included.

Works with any PDF

Upload any PDF — fixed layout, scanned image, or AcroForm interactive. Docuplete's visual overlay doesn't require interactive fields. Map once, send indefinitely.

Guided interview — no PDF viewer needed

Clients answer a guided interview on any device. No PDF reader required, no download, no account. Docuplete generates the filled PDF from the answers automatically.

OTP-verified e-signature

Clients sign in the same session. Identity verified via email OTP. RFC 3161 trusted timestamp applied. Signing certificate page appended to every document.

Google Drive & HubSpot integration

Completed PDFs auto-saved to Drive. Submission data synced to HubSpot contacts with the signed PDF attached. All automatic, zero manual steps.

HMAC-signed webhooks

Receive a signed POST on every submission with all field values and a PDF download URL. Trigger practice management, CRM, or billing systems automatically.

Starts at $69/mo

Flat per-account pricing. 2 seats, 150 sessions/month, 5 document packages. All PDF filling, e-sign, and audit trail features included from the first plan.