It saves more time than I could ever put a number on
New Jersey Law Firm Streamlines Client Intake with Online Forms - replacing paper-based workflows with PlatoForms digital intake forms.
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What are you starting with?
Pick the one that matches what you have.
Start with the PDF you already use
Turn it into an online form without rebuilding the document.
Have a PDF?Convert to online form, work across devices
Keep original design?Make PDF fillable, preserve original look
Reuse components across forms?Fill once, populate multiple PDFs
Forms need approval?Get team approvals, generate final document
Pre-filled for users?Send with recipient details pre-filled
Connect tools?Connect to your existing apps and workflows
Describe the document
AI creates the sections, fields, and signature blocks.
Build the form your respondents will actually fill out
Start from a blank canvas or bring an existing form over.
New to form builders?Start here — every way to build a form
Build from scratch?Create custom online forms, flexible design
Easier completion?Chat-style, one question at a time
Import from Google Forms?Bring your Google Forms over, no rebuilding
Designed in Canva?Convert your Canva design into a form
AI FIELD RECOGNITION
The PDF stays the PDF.
AI detects the fields. Respondents fill it online. You receive the completed document.
CLIENT INTAKE FORMPAGE 1 OF 2
FULL NAME
TEXT
DATE OF BIRTH
DATE
POLICY NUMBER
TEXT
HOME ADDRESS
TEXT × 2
SIGNATURE
SIGNATURE
DATE
DATE
FIELD DETECTION
12 FIELDS FOUND
PDF DOCUMENT CREATOR
Describe it. Watch it build.
Start with one sentence. AI assembles sections, formatting, and signature blocks.
CONSULTING AGREEMENT
Create a document
WEB & CONVERSATIONAL
Choose how questions feel.
Keep every field on one page, or guide respondents one question at a time.
What would you like help with?
Client onboarding
Great — let’s start with your details.
Not sure which path fits? See all options on the homepage.
Compare form types →
What does your team work on?
Browse by industry or the task you need to complete.
Industries Tasks
Pick your industry — we have forms for the documents you already use. Start from the task your team needs to get done.
HealthcareHIPAA-compliant digital forms
EducationSchool forms with logic and auto-fill
Human ResourcesApplications, offers, and approvals
LegalClient intake and agreements
Government & Non-ProfitsSecure public-service forms
BankingSecure digital workflows
HospitalityReservations and guest details
Real EstateApplications and inspections
SalesProposals and payments
PetIntake, e-signatures, and payments
InsurancePolicies and built-in workflows
Manufacturing & TransportInspections and bills of lading
Approval ProcessAutomatic routing based on answers
Lead GenerationCapture and notify instantly
Contracts and AgreementsSecure e-signatures
ApplicationRemove data re-entry
SurveysAdapt based on responses
School EnrollmentHandle high-volume enrollment
Online ReservationBookings and calendar sync
Client OnboardingCollect data, documents, signatures
Quiz & AssessmentAutomated grading workflows
Inspection ChecklistsPhotos, signatures, automation
DeliveryProof, payments, and routing
Event RegistrationGuest lists and RSVPs
2,000+ TEMPLATES
Start with a template
Browse templates matched to your industry, then customize and make them yours. Start from the job you need to complete—approval, onboarding, inspection, registration, and more.
10,000+ teams run their paperwork on PlatoForms.
Read customer stories →
Pick the tools you already use.
Send alerts, store completed PDFs, accept payments, or connect thousands of apps.
SLSlackSubmission alerts + PDF
GDGoogle DriveAuto-save completed PDFs
DBDropboxUpload completed PDFs to Dropbox
ODOneDriveStore in Microsoft cloud
BXBoxStore completed PDFs in Box
STStripeCard, Apple Pay, Google Pay
PPPayPalPayPal, cards, Pay Later
SQSquareAccept payments in-form or via checkout redirect
ZPZapierConnect thousands of apps
AIAI AssistantsConnect ChatGPT & Claude via MCP
Need more control?
FOR DEVELOPERS
Connect anything with the API.
Use automation platforms, REST APIs, or webhooks to send form data and completed PDFs anywhere.
PDF
APP
✓
9,000+ apps reachable through Zapier and Make.
See the full directory →
Learn it
Step-by-step guides for setup and specific features.
See it working
Real use cases, product updates, and tips from other teams.
Need help setting something up?
Talk to support →