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Client Onboarding
Collect a new client's core details and onboarding documents in one structured intake.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Photo ID
5 fields filled
Date of Birth
ID Number
ID Expiry
Nationality
Residential Address
Business Registration
5 fields filled
Company Name
Registration Number
Entity Type
Incorporation Date
Registered Address
Financial Statement
5 fields filled
Statement Period End
Annual Revenue
Net Profit
Total Assets
Total Liabilities
Your client sends 3 files and types 3 fields. AI reads the documents and fills the other 15.
- Client sends
- 3
- 3 files to upload
- Client types
- 3
- the rest is read for them
- AI fills
- 15
- extracted from the files
- On the form
- 18
- fields in total
Start with Client Onboarding
Import the template and send your first request in minutes.