Turn client intake into a few clicks
Stop chasing intake forms. AppliFlo pre-fills what you already know and collects the rest cleanly.
Get started freeThe problem today
- Clients abandon long intake forms full of fields you already have on file.
- Staff re-enter the same client details into multiple intake documents.
- Incomplete or illegible forms create rework before you can even start.
How AppliFlo solves it
- Detect the fields on any intake form without building it field-by-field.
- Pre-fill known client data so there is less for the client to complete.
- Route for signature and capture a clean, structured, audit-ready record.
In practice
An advisor uploads a standard intake packet. Known client details are pre-filled, the client confirms and signs the remaining fields, and the completed record lands back ready to use — no transcription, no chasing.