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ToWebForm
AES-256-GCM & ESIGN/UETA Compliant

Client Intake Forms

Convert paper PDF client intake forms into secure, responsive web forms. Protect sensitive legal and financial data with bank-grade AES-256-GCM encryption.

Your PDF.
Now a web form.

Upload your existing PDF forms and turn them into accessible, mobile-friendly web forms your clients can complete from anywhere. Completed PDFs are delivered straight to your inbox.

Drop your PDF here to get started

or click to browse. PDF files up to 4MB

Client Intake FormNew Client QuestionnaireFinancial Profile SheetAsset Disclosure Form
No credit card required, free to get started
Bank-grade AES-256 encryption at restProcessed securely over TLSIncludes Digital Certificate of AuthenticityDesigned for WCAG 2.1 AA compliance
Perfect forLaw FirmsEstate PlannersFinancial AdvisorsWealth ManagersAccounting Firms

Secure Digital Intake for Legal and Financial Professionals

Transitioning clients from legacy PDF forms to modern web forms shouldn't mean compromising on confidentiality. ToWebForm converts your existing PDF client intake documents into highly secure, responsive web forms that work flawlessly on any device. Your clients can securely provide financial history, contact details, and asset information without the friction of downloading, printing, or scanning documents.

Bank-Grade Security for Confidential Client Data

Security is at the core of legal and financial operations. ToWebForm protects every submission with bank-grade security. All sensitive information—including form responses, completed PDF documents, staff notes, and file attachments—is automatically encrypted at rest using AES-256-GCM encryption. This robust shield ensures that your client's private financial and personal details remain highly protected against data breaches and unauthorized access from the moment of submission.

AI Field Detection & Original PDF Preservation

Our intelligent AI Field Detection system automatically analyzes your current client intake PDF. Whether it is a flat scanned document or an interactive AcroForm, the AI accurately identifies all fields, including text inputs, date pickers, checkboxes, and signature pads. Once filled out on the web, the data is mapped directly back to your original document. With our Filled PDF Delivery, you receive the completed PDF instantly, and if a client's response overflows a field, a secure addendum page is automatically attached.

Provable Authenticity and Auditing

To support your compliance and record-keeping, every completed intake form is permanently stamped with a Digital Certificate of Authenticity. This secure footprint includes a unique submission ID, a UTC timestamp, IP address details, and device type, establishing strict data provenance. Furthermore, you can use Encrypted Staff Notes to add internal, timestamped annotations to submissions. These notes are also fully encrypted with AES-256 and are visible only to authorized team members within your secure workspace.

Ready to go paperless?

Upload your existing PDF forms and your clients can complete them from anywhere. Completed PDFs delivered to your inbox.

Get Started Free

Bank-Grade Security

AES-256-GCM encryption at rest

WCAG 2.1 AA Designed

Built for maximum accessibility

More Legal Financial Workflows

W-9/W-4 Forms

Convert PDF W-9 and W-4 tax forms into secure, responsive web forms. Protect sensitive personal data with bank-grade encryption and clean digital workflows.

Learn more

NDAs

Transform static PDF NDAs into highly secure, mobile-friendly web forms. Automate signatures, track compliance, and secure data with AES-256 encryption.

Learn more

Retainer Agreements

Convert PDF retainer agreements into secure web forms. Protect client data with bank-grade encryption, digital signatures, and automatic PDF delivery.

Learn more

Expense Reports

Securely convert legacy PDF expense reports into encrypted, responsive web forms. Protect sensitive financial data with bank-grade AES-256 encryption.

Learn more

Enterprise PDF to Web Form Features

Built for businesses, law firms, and medical offices that require compliant, accessible, and efficient document handling.

Workspaces & Analytics

Organize forms into isolated workspaces for different clients or departments. Track views, completions, and drop-offs with detailed conversion funnels for each workspace.

Bank-Grade Security

All sensitive data (including form responses, completed PDFs, staff notes, and file attachments) is automatically encrypted at rest using AES-256-GCM to shield against data breaches.

Designed for WCAG 2.1 AA Compliance

Equipped with the infrastructure to support federal accessibility standards. Includes native screen reader support, keyboard navigation, automatic ARIA labels, and a dedicated overrides panel for fine-tuning.

Digital Certificate of Authenticity

Every completed form is permanently stamped with a digital footprint including the submission ID, UTC timestamp, IP address, and device type to ensure data provenance and security.

Encrypted Staff Notes

Add private, timestamped notes to any submission. Notes are AES-256 encrypted and visible only to your team. The original PDF is never modified.

Multi-Signature Workflows

Establish sequential multi-signer workflows. The document is flattened after each signature to secure previous inputs, concluding with a tamper-evident signing certificate page.

Limited Time Offer

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Pricing

Simple, transparent pricing

Start free. Upgrade as you grow. No hidden fees, no long-term contracts.

PDF to Web Form FAQ

Everything you need to know about converting PDFs to web forms.

How do I convert a PDF to a web form?
Upload your PDF to ToWebForm. Our AI (powered by Google Gemini) analyzes every page and detects all form fields, including text boxes, checkboxes, date pickers, and signature lines. You can then customize the form with our drag-and-drop builder and publish it as a shareable link, QR code, or SMS.
Can I convert a scanned PDF to a fillable form?
Yes. ToWebForm works with both flat/scanned PDFs and interactive AcroForms. Our AI reads rasterized page images, so even photocopied or scanned documents can be converted into interactive web forms.
What types of form fields does the AI detect?
ToWebForm detects text inputs, checkboxes, radio buttons, date fields, phone numbers, email fields, SSN fields, dropdown menus, signature lines, text areas, and photo upload areas. Each field type is auto-categorized with appropriate validation.
Is the web form accessible (ADA/WCAG)?
ToWebForm is designed for WCAG 2.1 AA compliance. Generated forms include native screen reader support, keyboard navigation, automatic ARIA labels, proper heading hierarchy, and a dedicated accessibility overrides panel for fine-tuning.
What happens to the data after someone fills out the form?
Submitted data is mapped back onto the original PDF document. If any field text overflows, an addendum page is attached automatically. The completed PDF is stored securely and can be emailed to the form owner. All submissions are viewable in the dashboard with bulk CSV export.
How do I share the form with my clients?
You can share via a direct link, auto-generated QR code, SMS text message, or a printable counter card with your branding. Place the counter card on a reception desk or in a waiting room, and clients can scan the QR code to open the form on their phone.
Does ToWebForm use my data to train AI models?
No. ToWebForm does not train any AI models. We use Google Gemini via the paid API, which per Google's terms does not use submitted data for model training. Your documents are processed once for field detection and never used for any other purpose.
What industries use ToWebForm?
ToWebForm is used by medical offices (patient intake, consent forms), law firms (court filings, client intake), HR departments (onboarding packets, I-9 forms), government agencies (permit applications), insurance companies (claims forms), and accounting firms (W-9, W-4 collection).

Ready to replace your paper forms?

Upload your existing PDFs and your clients can complete them from anywhere. Completed PDFs delivered to your inbox.

Get Started Free