An intake form with
e-signature built in.
Stop sending an intake form, waiting, and then sending a separate signature request. With DocOtto the intake answers pre-fill the agreement and the client signs in the same sitting.
Intake and signing should not be two separate chores
Most businesses collect intake in one tool and signatures in another. The client fills out their name and details twice, and the file lives in two places.
Clients type everything twice
They fill out the intake form, then the same name, address, and details show up as blanks in the agreement. Every duplicate field is friction and a chance for a mismatch.
The signature request lags
Intake comes in Monday. Someone builds the agreement Wednesday. The signature request goes out Friday. New clients cool off fast.
Records live in two systems
The intake answers sit in the form tool and the signed agreement sits in the e-signature tool. Matching them up later is manual work.
One flow, one record
The intake form and the agreement are connected from the start.
The client completes intake
A guided form asks the right questions step by step. Conditional logic skips what does not apply, so intake feels short even when it is thorough.
The answers fill the agreement
Names, dates, scope, and fees drop straight from the intake answers into your agreement template. Nobody retypes anything.
The client signs right there
The pre-filled agreement is presented for signature in the same flow, or sent by email if you want to review first. Signatures are fully ESIGN compliant with an audit trail.
One card holds everything
The intake answers, the signed agreement, and any payment all live on one card on your pipeline board. No matching records across tools.
Signed is a stage, not the end
After the signature, DocOtto can request the deposit through Stripe, send a confirmation, and give the client a Living Link status page. The board updates when they sign and when they pay.
Intake templates with signing built in
Ready-made intake flows for businesses that need a signature before work starts.
Frequently asked questions
- Are the signatures legally binding?
- Yes. DocOtto signatures are fully ESIGN compliant. Every signed document carries an audit trail with signer identity, timestamps, and a tamper-evident checksum.
- Can I review the agreement before it goes out?
- Yes. You choose per workflow: review and send each agreement with one click, or let it go out automatically when the intake arrives.
- Can I use my existing agreement?
- Yes. Import your PDF and place the signature and text fields on it, or rebuild it natively from reusable language blocks so the intake answers can pre-fill it.
- Does the client need an account to sign?
- No. They get a link, verify their email, and sign in the browser. No account, no app, no printing.
- Can I collect a payment with the signature?
- Yes. A Stripe deposit or payment request can follow the signature in the same flow, so signed and paid happen in one sitting.
One intake. One signature. One record.
Send new clients a single link that collects their information and their signature, and lands both on your board.