Turn client intake into a few clicks
Stop chasing intake questionnaires. AppliFlo pre-fills what you already know and gets the engagement signed.
Please confirm the details below. We use them to run a conflict check before the engagement begins.
AppliFlo pre-fills and routes this packet. It did not draft it.
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Example intake packet, auto-detected fields
The problem, and how AppliFlo solves it
The problem today
- Clients abandon long intake questionnaires full of fields you already have on file.
- Staff re-enter the same client details across the intake questionnaire, engagement letter, and retainer.
- Incomplete intake forms create rework before matter opening can even start.
How AppliFlo solves it
- Detect the fields on any intake questionnaire without building it field-by-field.
- Pre-fill known client data so there is less for the client to complete.
- Route the engagement and retainer for signature and capture a clean, audit-ready record.
In practice
An advisor uploads a standard intake questionnaire alongside the engagement letter and retainer agreement. Known client details are pre-filled, the client confirms and signs the remaining fields, and the completed record lands back ready for matter opening — no transcription, no chasing.
Filled — Pulled from the client record.
Formatted — “9 July 1984” normalized to MM/DD/YYYY.
Overflowed — flagged — The description is too long for the box. Staff decide what goes here.
Skipped — No middle name on file, so it stays blank — and says so.
Feature by feature
Every line below maps to a capability AppliFlo ships today. Anything still in progress is labeled as roadmap.
- Auto-detect intake questionnaire fieldsField auto-detection
Upload any intake questionnaire, engagement letter, or retainer agreement and AppliFlo finds the fields without a template.
- Pre-fill known client detailsCSV import
Name, contact information, and matter type fill in from a CSV export of your client records.
- Roadmap: sync from your practice-management systemRoadmap: practice-management sync
Pull client records directly from your practice-management or CRM system instead of exporting first.
- Route the engagement and retainer togetherSequential routing
Send both documents as one envelope, in sequence, so the client isn't signing the same details twice.
- Reminders for a client who stalls mid-intakeReminders
Automatic reminders keep the intake moving without staff manually following up.
- A signed, sealed record ready for matter openingPAdES sealing + audit trail
PAdES sealing and a full audit trail mean the file is audit-ready the moment intake completes.