Upload the questionnaire your firm already uses. Clients answer a simple web form on their phone, and WebifyPDF writes every answer and signature back onto your original PDF, ready for the matter file.
No fillable fields in your PDF? You can let WebifyPDF's own detection service add them — nothing is sent until you say so, and nothing is stored.
Form builders give you answers. Your file needs the questionnaire, filled out and signed.
Clients fill out a generic online form.
Clients fill out a form built from your questionnaire.
Answers arrive as an email or a spreadsheet row.
Answers arrive on your questionnaire PDF.
A paralegal copies them onto the firm's forms.
Nothing to copy. File the PDF as-is.
The signature is collected somewhere else.
The signature lands on your signature line.
The left side is what your client sees. The right side is the PDF that goes in the file.
Harbor & Vale LLP
| Harbor & Vale LLP | Form CI-01 Rev. 06/26 |
Confidential Client Intake QuestionnaireComplete all applicable sections. Print clearly. | |
| Section 1 - Requesting Party | |||
| Legal name | Jordan Lee | jordan.lee@mail.com | |
| Adverse party | Northstar Logistics, Inc. | ||
| File ref. | HV-26-0418 | Received | 06 / 03 / 2026 |
| Section 2 - Matter Type | ||
| 1 | Personal injury | |
| 2 | Employment | |
| 3 | Family law | |
| 4 | Business dispute | |
| Section 3 - Client Certification | ||
Client signature | 06 / 03 / 2026 Date | Authorized |
Official Use Only - Do Not Fill Internal processing and review fields | |||||
| Intake clerk | Queue code | Reviewer | Approved Yes No | Archive box | Scan ID |
| Internal comments | Follow-up required NoneCallEmail | Disposition notes / retention schedule | |||
Every form you upload gets its own link and comes back as that same PDF. Plans include unlimited forms.
Every answer is written into its field on the PDF you uploaded.
Flatten it for the file, or keep the fields editable for corrections.
Get the filled PDF attached the moment someone submits.
Select several responses and download them as one filled PDF.
Unlimited forms and submissions. Clients never pay, sign up, or download anything.
Choose who can open each intake link.
Clients open the link and start answering.
2 months free
Save $58
For firms that need intake back on their own PDFs.
See the form your next client would fill out, and the PDF you'd get back. No account needed.
No fillable fields in your PDF? You can let WebifyPDF's own detection service add them — nothing is sent until you say so, and nothing is stored.