How it works
Set up once. Then every client is one form away.
Build your document set as templates, send one intake form, and Crove generates every document — filled, consistent and ready to sign.
Turn the paperwork you send repeatedly into templates
Recreate each document the way you already send it — your letterhead, your clauses, your signature blocks — and group a whole client's set in one template with page breaks. Place variables where the client's details go: names, dates, amounts, signatures.
- Ten variable types, placed inline anywhere
- Conditional clauses and computed fields
- Your letterhead — headers, footers, page sizes and backgrounds
Your client fills in their details once
Crove turns the set's variables into one clean, multi-step intake form. Send it as a branded, shareable link — or embed it on your website. Your client fills it from any device, no account needed, and can watch the documents build as they type.
- One intake form covers every document in the set
- Multi-step, with sections and visibility rules
- Live preview as the client types
The whole set comes out finished
Crove evaluates the logic and formulas and fills every document in the set — the right clauses, the right numbers, identical details on every page. Route it for e-signature, then download or share the finished set as a polished PDF or Word file.
- Conditions and formulas resolved automatically
- E-signatures with signer roles, order and an audit trail
- Download as PDF or Word, ready to send
Ready to set up your document set?
It takes an afternoon — and every client after that takes one intake form.
Start freeStop re-typing client details.
Turn your repetitive paperwork into one intake form and a finished document set. Free plan — no credit card required.