Built for sales and client service teams
An AI client onboarding form that handles the paperwork.
DodoForm lets a client answer normally, attach supporting documents, and review the structured fields AI prefills before they submit.
Short answer
What this workflow does
An AI client onboarding form reduces repetitive data entry by extracting details from a client's freeform text, voice response, images, and PDF documents. DodoForm maps that input into your existing fields, then keeps the client in control with a required review step before submission.
Working example
From a project brief to onboarding fields
Client input
“We are launching Northstar on 18 September. Maya Chen owns approvals, and invoices should go to finance@northstar.example.”
Project
Northstar launch
Target date
18 September
Approver
Maya Chen
Billing contact
finance@northstar.example
Illustrative extraction. The respondent reviews and confirms every value before submitting.
The pain
- Clients repeat the same information across a questionnaire and attached documents.
- Long onboarding forms create unnecessary back-and-forth.
- Freeform answers still require someone to copy details into structured fields.
How DodoForm solves it
- Accept typed context, voice, images, and PDFs in the same public form.
- Map relevant details into the form fields you define.
- Require the client to review and correct extracted values before submission.
How AI-assisted client onboarding works
Create the intake
Define the client, project, contact, deadline, and document fields your team needs.
Client shares context
They type, speak, or attach images and PDFs instead of re-entering every detail.
AI prefills fields
DodoForm extracts relevant values into the existing onboarding form.
Client reviews
The client confirms or edits the populated fields, then submits the final record.
AI-assisted vs traditional client onboarding
Both approaches collect structured data; the difference is how much information the client must retype.
DodoForm features you'll use
Templates you can use today
Frequently asked questions
What is an AI client onboarding form?
It is an onboarding form that uses AI to map information from unstructured client input into structured fields. In DodoForm, the client reviews those fields before submitting.
Can clients attach more than one PDF?
Yes. A public form can process up to five PDFs, with a 10 MB limit per PDF and a 25 MB combined limit.
Does AI submit information automatically?
No. Extracted values are presented for human review so the respondent can correct or confirm them before final submission.
Build this workflow in DodoForm.
Start free, customize the fields, and review AI-extracted values before they become a submission.