Skip to main content

Complete your first client intake workflow in Jump Operate

Learn how to get immediate value out of Jump's Operate plan

Written by Kyle Copier
Updated today

Note: Are you a new Jump user? If so, follow this guide to create an account and get started.

Overview

Jump Operate helps you collect client information securely, review it for accuracy, and sync approved updates to your systems so you can avoid manual data re-entry.

In this guide, you’ll complete one full client intake workflow:

  • Send a Smart Form

  • Review the submitted data

  • Apply AI suggestions

  • Sync approved updates to your CRM

  • Use Document Intelligence to extract data from a document (optional)
    ​

Note: If you already have an existing intake form, Jump can recreate it as a Smart Form for you. Contact the Jump Customization Specialist team here.

Before you start, make sure:

  • Your CRM is connected, if you plan to sync updates.

  • You have a client contact you can use (a real client or a test contact).

Note: If you’re testing, you can send the Smart Form to yourself so you can experience the full client workflow end-to-end.

Step 1: Choose a Smart Form template

You’ll start by selecting a Smart Form template (a reusable form you can send to clients).

  1. In Jump, open Forms from the left-hand navigation.

  2. Click Templates.

  3. Choose the template you want to send.

Step 2: Send the Smart Form

  1. In Forms, click Send a Form.

  2. Select a form template.

  3. Choose the contact(s) you want to send it to.

  4. Confirm the sending email address.

  5. Click Confirm.

What your client sees:

  • A branded email with a secure link

  • A mobile-friendly form they can complete in any browser

  • A confirmation message after submission

Step 3: Track form progress and open the submission

Use Forms → Form Activity to track delivery status and completion.

  1. Return to Forms → Form Activity.

  2. Find your form.

  3. Click the form entry to open it.

Delivery statuses you may see:

  • Sent: the form link was emailed

  • Opened: the client clicked the link

  • Submitted: the client completed the form
    ​

Step 4: Review submitted answers (and make edits if needed)

When the form is submitted, it becomes locked for the client, and you’ll review it inside Jump.

  1. Open the submitted form.

  2. Review each field for accuracy.

  3. Edit any incorrect or missing values.
    ​

Step 5 (Optional): Use AI to suggest values for unanswered fields

Jump can suggest values for relevant fields using AI. There are two common ways this happens:

Option A: Auto-fill after a meeting

After a meeting is processed, Jump can suggest values for unanswered form fields based on the meeting transcript.

  1. Open the form.

  2. Look for Suggested values.

  3. Apply suggestions individually or click Apply suggestions.

  4. Click Save.

Option B: Enrich a form (choose your source)

Enrich a form lets you proactively pre-fill fields using a source you choose (a meeting transcript or a document).

  1. In Forms, click Enrich a form.

  2. Select a form template.

  3. Choose a source (meeting transcript or document).

  4. Select the associated contact.

  5. Click Confirm.

Step 6: Sync approved updates to your CRM

When you’re satisfied with the form data, you can sync mapped fields to your CRM.

  1. In the open form, click Sync to CRM.

  2. Review the preview of existing CRM values vs. new values from the form.

  3. Confirm to apply updates.

What a successful sync looks like:

  • A confirmation in Jump that the sync completed

  • Updated values visible in the contact record in your CRM

Note: nothing syncs automatically without your review and confirmation.

Step 7 (Optional): Upload a client document for Document Intelligence

If you have a client document (like a statement or onboarding form), you can extract structured data using Document Intelligence.

  1. Navigate to Documents in Jump.

  2. Click Upload Document.

  3. Drag and drop your file (or browse to upload).

  4. In Document Profile, confirm:

    • Document name

    • Document type (if used by your account)

      • The first time processing a document you will need to specify a document type. You can then use that type for subsequent documents or create new types

    • Contact (who the document belongs to)

Step 8: Review extracted values and Approved changes

  1. Confirm the key details in the Document Profile section:

    • Document name

    • Document type

      • This field can be populated with whatever desired document type by typing in the field.

    • Contact (who the document belongs to)

Step 2: Choose destinations

  1. Choose one or more connected destinations where you want to apply approved updates.

    1. Destinations generally fall into two categories:

      1. CRMs and financial planning tools (suggested record updates that you review and confirm)

      2. Document management systems (saving the document file to the destination)

Note: Updates can also be used to populate Smart Forms.

Step 3: Submit for processing

  1. Click Next: Sync to destination to continue. Jump processes the document in the background.

    1. Processing time depends on file size and complexity.

    2. You can navigate away while processing. When it is ready, you can return to review it from the Document Vault.

  2. Jump applies the approved updates to your selected destination(s).

Note: Once the document processes, be sure to review extracted data to ensure all fields are correct. You may leave fields blank if you do not want to update them.

What you just accomplished

You completed a full client intake workflow:

  • Collected client information securely using a Smart Form

  • Reviewed and confirmed the submitted data

  • Used AI suggestions to speed up completion

  • Synced approved updates to your CRM

  • Used Document Intelligence to extract data from a document and sync approved changes

Key takeaway: Jump is designed to help you avoid manual re-entry by guiding you through a review-first workflow.
​


If you already collected info in a meeting

If you gathered the client’s information in a conversation, you can still run the same workflow:

  • Use Enrich a form with the meeting transcript to pre-fill fields

  • Review, confirm, and sync

  • Optionally upload a document to enrich or validate details
    ​

Need more help?

Did this answer your question?