AI-assisted intake forms

Intake forms that help you read what people send.

Describe a form in plain English. DigitalForms.ai builds it, collects answers and documents, and uses AI to extract and summarize the details, so you can review each submission faster. You make every decision.

Rental application · Submission
paystub-august.pdf

Proof of income

Processed
Employer
Northwind Studio LLC
Pay period
Aug 1–31, 2026
Gross pay
$4,350.00
Net pay
$3,412.40
Observation: the name on the pay stub differs slightly from the applicant's name on the form.

AI-generated — verify against the original document

Illustration with example data

Who it's for

Any team that collects applications, claims or paperwork from people and has to read every document that comes with them.

  • Property management

    Tenant applications with ID, pay stubs and bank statements, ready to check side by side.

    Forms: Rental applications, guarantor forms, tenant screening

    • Photo ID
    • Pay stubs
    • Bank statements

    Questions about protected characteristics are left out automatically.

  • Insurance

    Claims and policy applications with their evidence, summarized before you open the file.

    Forms: Claims intake, policy applications, renewals

    • Repair estimates
    • Receipts
    • Photos
    • Police reports
  • Lending & mortgages

    Pre-applications and fact-finds, with income and spending details pulled out for you.

    Forms: Loan pre-applications, mortgage fact-finds, broker intake

    • Photo ID
    • Pay stubs
    • Bank statements
    • Tax returns

    Questions about protected characteristics are left out automatically.

  • Staffing & recruitment

    Candidate registrations and applications, with every résumé turned into a structured profile.

    Forms: Candidate registration, job applications, contractor onboarding

    • Résumés
    • Photo ID
    • Certificates

    Questions about protected characteristics are left out automatically.

  • Healthcare admin

    Registration and referral paperwork collected and checked before the first appointment.

    Forms: New-patient registration, referrals, insurance details

    • Insurance cards
    • Referral letters
    • Photo ID

    For administrative paperwork, not clinical records.

  • Accounting & tax

    Client onboarding and year-end requests, with every document in one place.

    Forms: Client onboarding, year-end checklists, tax return requests

    • Tax returns
    • Bank statements
    • Invoices
  • Legal services

    New-client intake and identity documents gathered before the first consultation.

    Forms: New-matter intake, conflict-check details, client ID for KYC

    • Photo ID
    • Proof of address
    • Contracts
  • Nonprofits & grants

    Grant, volunteer and membership applications, reviewed the same way every time.

    Forms: Grant applications, volunteer sign-ups, memberships

    • Budgets
    • Annual reports
    • Résumés

Not on the list? If you collect answers and documents from people, describe the form in plain English and AI drafts it for you. Try it free

How it works

From idea to reviewed submission in three steps. A rental application, an insurance claim and a candidate registration all work the same way: questions, document uploads, and AI-extracted details for you to check.

  1. 1

    Describe the form

    Write what you need in plain English. AI drafts the sections, questions and upload fields as a structured form.

  2. 2

    Edit and publish

    Adjust anything in the editor, preview it on desktop and mobile, then publish to get a shareable link.

  3. 3

    Review with assistance

    Answers and documents arrive in your dashboard. AI extracts key details and flags what's missing.

What you get

Everything you need to collect applications and documents, and review them faster.

Forms from a sentence

AI proposes a complete form structure. It never writes code, and nothing goes live until you publish.

Document uploads

Collect PDFs and images (PNG, JPG, WebP) alongside answers. Files are validated before they're processed.

Structured extraction

Pull key details out of IDs, pay stubs, bank statements, résumés and other documents, shown next to the original for easy checking.

Summaries and gaps

Get a short summary, observations worth a second look, and a list of missing information.

Private by default

Documents live in private storage. Viewing links are generated on demand and expire within a minute.

No account for applicants

People fill in your form from a simple public link, on any device.

AI assists. People decide.

Built for fair, careful review of people's applications.

  • The AI never approves, rejects, scores or ranks anyone. It extracts and summarizes so you can review faster.
  • It is instructed not to comment on protected characteristics such as race, religion, disability, age or family status.
  • Every AI result is labeled and shown next to the original document, because AI can make mistakes.

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