Use case
Custom forms and fillable PDFs
Capture exactly the information a job needs, in the format you already use.
Forms are built to your specification, including fillable PDFs where a form is prescribed.
How it runs
- Step 1The form is built to match your requirement.
- Step 2Information is captured once, against the task.
- Step 3That captured data feeds the documents that follow.
Client outcome
We publish outcomes only once the client has approved the wording, and nothing has been signed off for this use case yet.
Ask on a call and we will arrange a reference from a firm doing exactly this.
See this on your own work
Bring the process you run today and we will show you how it looks in Streamline.
Prefer a call back?
Leave a name and number. We call within one working day — no pitch deck, just a conversation about how your work runs.
We use your details only to contact you about this request.
See it running on your own process
Book a walkthrough and we will show Streamline handling work the way your business already does it.