Fillable PDF Forms

Streamline information gathering with digital intake sheets

With our Fillable PDF Forms feature, professionals like accountants, attorneys and paralegals can provide clients with digital intake sheets that can be filled out and submitted securely through our client portal. This eliminates the need for clients to have access to a scanner or to mail documents, reducing the risk of errors and delays and saving time and money.

Let Zapa Save Your Firm Time, Money, and Resources

Our Fillable PDF Forms feature is designed to simplify the process of gathering information from clients about a matter. You can create custom digital intake sheets that can be filled out and submitted by clients through our secure client portal. Clients can access the forms from anywhere, at any time, and receive an automatic notification when the forms are submitted.

As a professional, your team needs to efficiently gather information from your clients to perform your services and get paid.

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Challenges

Benefits

Zapa customer profile image

Loved by Thousands

ZAPA has made
a MAJOR impact.

We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!

Britt L. Stouffer, Esq.

Managing Partner, Stouffer Legal

Get a personalized business solution

Your personal data will be kept confidential. For more information about how we collect, store, and use your personal data, please read our Privacy Policy and Terms and Conditions.
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Fillable PDF Forms

Streamline information gathering with digital intake sheets

With our Fillable PDF Forms feature, professionals like accountants, attorneys and paralegals can provide clients with digital intake sheets that can be filled out and submitted securely through our client portal. This eliminates the need for clients to have access to a scanner or to mail documents, reducing the risk of errors and delays and saving time and money.

Our Fillable PDF Forms feature is designed to simplify the process of gathering information from clients about a matter. You can create custom digital intake sheets that can be filled out and submitted by clients through our secure client portal. Clients can access the forms from anywhere, at any time, and receive an automatic notification when the forms are submitted.

As a professional, your team needs to efficiently gather information from your clients to perform your services and get paid.

Challenges

  • Clients don't have access to a scanner or mail is cumbersome
  • Custom software for digital intake sheets is expensive and time-consuming to develop
  • Risk of errors and delays due to manual data entry and processing

We're here to help:

  • Clients can easily fill out and submit digital intake sheets through our client portal
  • Our pre-built fillable PDF forms eliminate the need for custom software development
  • Automated processing of digital intake sheets reduces the risk of errors and delays

Benefits

  • Rapid information gathering and processing
  • Reduced risk of errors and delays in data entry and processing
  • Improved client satisfaction with streamlined intake process
  • Increased efficiency and productivity for professionals like accountants, attorneys and paralegals

With Zapa you can:

  • Streamline the intake process and reduce the risk of errors and delays
  • Increase client satisfaction by providing a convenient and efficient intake process
  • Improve data accuracy and reduce time and effort spent on manual data entry and processing
  • Enhance productivity and efficiency by eliminating the need for manual intake processes

LOVED BY THOUSANDS

Zapa customer profile image
Britt L. Stouffer, Esq.
Managing Partner, Stouffer Legal
ZAPA has made a MAJOR impact.

We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!

Get a personalized business solution
Your personal data will be kept confidential. For more information about how we collect, store, and use your personal data, please read our Privacy Policy and Terms and Conditions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.