PDFnestor project
Confidential Legal Client Intake & Retainer Questionnaire
Structured legal onboarding packet featuring conditional disclosure sections, date pickers, conflict-check fields, and ISO 32000 viewer compatibility.
Project Overview
Rebuilt a static 6-page scanned law firm intake questionnaire into an accessible, screen-fillable PDF packet that prospective clients can complete on desktop or mobile devices without printing.
Key Interactive Features Engineered
- Smart Conditional Sections: Selecting co-applicant or corporate entity options dynamically reveals relevant identification fields.
- Consistent Typography & Auto-Sizing: Multi-line narrative boxes with locked 10.5pt Calibri font styling so lengthy explanations never clip on print or archival export.
- Zero-Print Workflow: Reduced average client onboarding turnaround from 4 days to under 3 hours.
All public examples must be sanitized and authorized. Confidential information is never displayed intentionally.