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✓Auto-detected
18 fields
18 fields
Personal Information3/6
Address2/4
1 PDF & FieldsAuto-detected 18 fields
Client_Intake_Form.pdf12 pages • 1.4 MB
⋮Detected fields (18)Select all
2 Map & Logic18 mapped
Field mapping
Full legal name→Ⓣ Full Name
Date of birth→▣ Date of Birth
Email address→✉ Email
Phone number→☎ Phone Number
Smart logic
3 Client experienceReady to test
9:41◔ ◒ ▮
Your progress3 / 11
Personal Information
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How it works in 3 simple steps
Map & automate
Map fields, add logic, uploads and eSign. Test your flow.
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Share a client-friendly link and collect completed forms.
Clients finish faster
Guided flows reduce friction and help clients complete forms on any device.
Better experienceFewer missing documents
Smart logic, required uploads, and validation reduce back-and-forth.
More complete submissionsOriginal PDFs completed automatically
We fill your original PDFs so you keep your format and compliance.
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