Find a contact
Search by name, phone, email, or paste a HubSpot URL
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Or drop a document, screenshot, or intake form here
Supports PDF, images, Word docs — AI will extract and format for the attorney
Generated PDFs
All intake documents for this firm
No PDFs yet
Generated documents appear here
Trigger configuration
Choose what kicks off PDF generation — configured per firm
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HubSpot checkbox
When "Create Intake PDF" is checked on a contact record, add to queue automatically.
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Qualification status
Trigger when Qualification Status = Consult Scheduled.
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Manual portal search
Intake team finds contact here and clicks Generate — no automation.
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HubSpot URL / ID paste
Paste a HubSpot contact URL or numeric contact ID directly.
Field mapping
Status property name
HubSpot internal field
Trigger value
Exact value that triggers PDF
Checkbox property
HubSpot internal name
Firm settings
Configuring…
User management
Create portal users or invite by email. Portal URL: intakeflow-nine.vercel.app
Identity & branding
Firm name
Appears on every PDF
Tagline
Subtitle under firm name on PDF
Practice area
Sets intake fields on PDFs
Brand accent color
PDF highlight and color bar
Attorney roster
Intake team selects one per PDF. Appears in the "Prepared for" field.
Firm intelligence — powers AI summaries
Firm website
AI scrapes this to understand your services
Services & practice focus
AI uses this to decide what to flag per client
Ideal client profile (ICP)
Who is this firm's ideal client?
Common client pain points
Helps AI surface relevant concerns
Scrape status
Not scraped yet
HubSpot connection
Private app token
HubSpot → Settings → Private Apps
Keep private — do not share
Portal ID
Status
Not connected
Output options
Auto-attach PDF to HubSpot
Save PDF back to the contact record
Auto-email attorney
Send PDF to selected attorney automatically
Flag missing fields
Highlight incomplete data in red