Why this request keeps appearing
Intake coordinators search “fill PDF from Excel” when marketing sends a list of ten new consults after a webinar. The PDF is fixed; only names, emails, and matter codes change.
Using Autofiller
Align column headers with the fields in your intake PDF. Map once, generate the ZIP, and attach each PDF to the matter or send for e-sign. Keep PII on encrypted machines—processing stays in the browser session.
Privacy note
Do not upload sensitive exports to random cloud PDF sites. A local-first tool reduces data leaving your device, but your firm’s policies on browser use still apply.