Data Extraction & Auto-fill

Stop retyping data from PDFs and forms. ActiveMerge reads it for you.

Your data is already somewhere — in scanned forms, uploaded PDFs, filled-out intake documents. The problem is getting it out without manually retyping every field. ActiveMerge uses AI-powered OCR to extract data from existing documents and route it directly into your templates or systems.

What You Can Automate

  • Extract patient intake data from scanned forms and auto-fill appointment letters
  • Pull client information from uploaded PDFs and populate contract templates
  • Read completed forms and generate follow-up documents automatically
  • Process application documents and create decision letters from the extracted data
  • Digitize physical paperwork and feed it into your document workflow

How It Works

  1. Upload your source documents — Scanned PDFs, photographed forms, uploaded files.
  2. ActiveMerge extracts the data — OCR reads and identifies the relevant fields automatically.
  3. Data flows into your templates — The extracted information populates your document templates, ready for review and send.

The Difference From Manual Entry

Manual data entry runs a 5–10% error rate and takes significant staff time. ActiveMerge eliminates both problems — faster processing with consistent accuracy.

Who Uses This

Medical office managers processing patient intake forms, paralegals handling incoming case documents, HR teams receiving onboarding paperwork, financial advisors processing client applications — anyone whose workflow starts with data that lives in a document rather than a spreadsheet.

See all roles →


Your data is already there. Stop retyping it.

Start Free with ActiveMerge →

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