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ToWebForm
AES-256-GCM & ESIGN/UETA Compliant

Retainer Agreements

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

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

Legal retainer agreementClient intake formFinancial advisory agreementLegal services contract
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 firmsIndependent attorneysFinancial advisorsAccounting practicesLegal operations managers

Securing Client Intakes with Encrypted Digital Retainer Agreements

In the legal and financial sectors, a retainer agreement is more than just a contract—it is the foundation of the professional relationship. Traditional PDF or paper-based agreements are cumbersome to fill out and introduce significant data security risks when sent over unencrypted email channels. ToWebForm modernizes this process by instantly converting your static PDF retainer agreements into secure, accessible web forms.

Bank-Grade Security Built for Confidential Legal Documents

We understand that sensitive client financial and personal information must be guarded with the highest level of care. ToWebForm is built with 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 encryption. This shields your practice and your clients from data breaches.

Additionally, every completed agreement is backed by a Digital Certificate of Authenticity. Each submission is permanently stamped with a digital footprint containing the submission ID, UTC timestamp, IP address, and device type, providing clean chain-of-custody data and undisputed provenance.

Frictionless Mobile Completion and Signatures

Clients expect to sign agreements quickly from any device. With ToWebForm, your converted retainer agreements feature Signatures, Dates, and More. Clients can sign with touch-friendly pads directly on their smartphones or desktop browsers. Use Direct SMS Delivery to send the agreement link straight to their phone, or dispatch private Secure Form Invites via verified channels.

Once the client completes the form, our Filled PDF Delivery system maps the data directly back into your original PDF template. If a client's response overflows a field, an addendum page is automatically appended. Your team receives the finalized, legible PDF immediately, with the option to attach Encrypted Staff Notes visible only to your internal staff.

Designed for Professional Standards and Compliance

Organization and accessibility are key to modern professional practices. Keep client workflows isolated using Workspaces & Analytics, and collaborate seamlessly by using @mentions to notify team members about new submissions. Furthermore, our platform is Designed for WCAG 2.1 AA Compliance, featuring native screen reader support, keyboard navigation, and automatic ARIA labels, ensuring your digital onboarding forms are fully accessible to all individuals.

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

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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.

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Pricing

Simple, transparent pricing

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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