Intake Form Templates
Client and patient intake shouldn't happen on paper or through email attachments. Upload your PDF intake form template to Docuplete, map the fields, and send each client a unique link — they complete their intake on any device, sign the consent, and you get a completed PDF automatically.
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 collected
Docuplete maps answer boxes onto your PDF intake form wherever each field appears. Common intake form template fields include:
How it works
Each recipient gets their own unique link. The interview adapts to their answers — only asking what's relevant.
Upload the template you already use — any standard PDF. No reformatting or new designs needed.
Drag answer boxes onto the PDF where each field goes. One answer can map to multiple locations across pages.
Generate a unique link per recipient. They fill a guided interview — no account required. You get a completed, signed document.
Key features
Clients open their unique intake link on any device — phone, tablet, or desktop. No sign-up, no download, no friction at the point of first contact.
Different intake questions for different service lines — the interview adapts based on initial selections so clients only answer what's relevant.
Include consent and data use acknowledgment fields so clients sign in the same intake link — no separate form or follow-up needed.
Sync intake data directly to your HubSpot CRM on submission — contacts created, fields populated, intake PDF attached automatically.
14-day free trial. No credit card. Works with the intake form PDF you already use.
Start free trialStarts at $69/mo.
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