Custom Forms
Streamline information collection and enable your clients to share information in a few minutes. Build simple, digital forms to suit the needs of your firm, from initial onboarding through to customer feedback at the end of the matter.
Collect the information you need quickly
Easy, custom forms
Customise forms for your firm’s department, client and matter types, and create flexible templates to suit any requirement.
Accelerate information capture
Add online forms to your client facing workflows and collect the information you need quickly, whilst providing a first-class experience.
Everything you need in one place
Easily collect and organise data from your client in a single view, alongside any CDD, source of fund checks and payments.
A flexible, digital approach
- Create mobile-friendly, firm branded online forms
- Combine with KYC, AML and payments
- Review information in easy-to-read reports
- Reduce delays and streamline client interactions
- Support surveys, client questionnaires, source of wealth questionnaires and more
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