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Client Onboarding

Collect a new client's core details and onboarding documents in one structured intake.

What your client fills in Everything it collects

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

Every field this template collects. Without extraction your client copies all 18 values off their own documents by hand — and still sends you the 3 files.

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.

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