OVERVIEW
Collect everything required
before you proceed
OnBoardNow helps firms collect the information, documents, checks and identity verification needed to onboard clients, tenants, applicants, buyers or customers – and turns what’s collected into finished documents and a complete file.
Interviews & Engagement Letters
Your engagement letter can be sent for signing and approval before structured interviews gather personal or case information and copies of documents from clients.
Using gathered information
Gathered information automatically drives the checks and tasks each workflow requires, and completes the forms and documents that follow: AML · PEP & Sanctions · ID · Proof of funds · Right to Work · Right to Rent · Reference chasing · Property (TA6/7/10) & other forms.
- AML
- PEP & Sanctions
- ID
- Proof of funds
- Right to Work
- Right to Rent
- Reference chasing
- Property (TA6/7/10) & other forms
Electronic Signatures
Forms and documents created from the gathered information are sent automatically to as many clients as necessary for electronic signing.
Workflows – Legal
- Engagement letter
- Get KYC & Client data
- Get data for property, family, PI, probate, matter as needed
- ID, PEP & Sanctions, Source of funds
- Complete forms, TA6/7/10 as needed
- Fetch HMLR documents and prepare AI report on title
Workflows – Recruitment Agents
- Engagement letter
- Gather KYC, qualifications, references
- ID Check Signed declaration
- Home office immigration check
- Right to Work – check
- Chase References
- Create AI report on candidate
Workflows – Letting Agents
- Engagement letter
- Gather KYC, references
- ID Check
- Signed declaration
- Right to Rent – check
- Chase References
- Create AI report on candidate
No chasing. No gaps. No guesswork.
Choose the flows you need
OnBoardNow uses intelligently structured onboarding flows to manage what needs to be collected, checked, generated and signed for each scenario. Custom flows can be built for your specific process.
Flows can incorporate secure identity verification through the OnBoardNow mobile app,
creating a fully connected and compliant onboarding experience.
Custom flows can be generated for specific needs.
Built-in identity verification
In regulated sectors, robust identity verification is fundamental.
OnBoardNow integrates a dedicated mobile app that enables secure, user-friendly identity verification within the onboarding flow — delivering a seamless, fully connected experience without
relying on third-party tools.
- Secure ID capture — passport, driving licence, and more
- Mobile-first verification experience
- Fully linked to onboarding workflows
- Designed for compliance-heavy processes
Simple for clients. Structured for
firms.
Select a Flow
Your firm selects the appropriate onboarding flow for the scenario — tenant, buyer, KYC, or custom.
Send a Secure Link
A secure, branded link is sent to your client via email, text or WhatsApp. No login or account required on their side.
Client Completes Everything
The client is guided step by step through forms, document uploads, and identity verification via the OnBoardNow mobile app — all on their phone.
Information is Structured
All data, documents, and verification results are organised and referenced automatically.
Returned to Your System
Everything is delivered back to your case management system (e.g. Clio) or returned in a fully organised format — ready to use immediately.
View PresentationsBuilt for real-world onboarding
Structured flows for every regulated sector — collecting exactly what each process requires.
Law Firms
Open every matter with one workflow: client and case information, ID, AML, PEP and sanctions checks, forms and engagement letters, all compiled into the matter file.
Accountants
Onboard new clients with engagement letters, KYC information and compliance documentation gathered in a single journey.
Financial Advisers
Gather fact-find information, KYC, source of funds and supporting evidence in one structured client journey.
Letting Agents
Take every tenancy from application to signed agreement: tenant information, references, ID and Right to Rent evidence for every adult tenant.
Estate Agents
Progress from sale agreed with buyer and seller information, ID, proof of funds and supporting documents collected in one flow.
Recruitment Agencies
Place candidates faster: candidate details, qualifications, references, ID and Right to Work evidence in one journey.
Designed to work with your systems
OnBoardNow integrates with the platforms your firm already uses —
triggering onboarding directly from your case management system and
returning everything back in a structured, usable format.
Full Clio integration available — trigger flows from a matter and return all outputs directly to the case file.