Onboarding builder

Paste a transcript below and Claude will fill the form. Anything missing is flagged with a red asterisk for you to handle by hand.

Drop in the whole transcript from Fathom (or any other recorder). One click and the form fills in.

Or paste a pre-built JSON brief (advanced)

For when you already have a JSON brief somewhere. Otherwise stick with the transcript box above.

The family

Family surname

First name (recipient)

Subject's name

Relationship

Age (optional)

Personal opening paragraph (3-5 sentences) Key things shared (one per line)

Recommended package Why this package (2-3 sentences) A note on timing (optional)

Dropbox File Request URL

Leave blank to hide the photos panel from the document.

Live preview · what the family will receive