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.
ID Verification & Documents
Passport, driving licence and liveness photo ID using secure biometrics checks via the OnBoardNow mobile app
KYC / AML / PEP & Sanctions
Know your client checks including AML, PEP & Sanctions are all automated into a single report with ID
Client Interview
Case specific interview to gather information to complete necessary forms & collect essential case information
Use Interview Information
Completes forms such as Client Care Letter, TA6, TA10 and Client Profile
Run Checks if Needed
Right to Rent / Right to Work — if the interview requires a right to rent or right to work check, it is automatically carried out
Proof of Funds
Source of wealth and supporting financial documents
Legal User Documents
Client Care Letter, TA10, TA6
Letting Agent Documents
T&C, Right to Rent, Automated Reference Checking
Accountant Documents
Client Care Letter, Key KYC Data
No chasing. No gaps. No guesswork.
Choose the flows you need
OnBoardNow uses intelligently structured onboarding flows to manage what needs to be
collected for each scenario.
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
Collect client ID, KYC, AML, PEP and sanctions checks, and case-specific intake details.
Accountants
Collect client KYC information, Client Care Letters and key compliance documentation.
Financial Advisers
Collect KYC, risk profile information, source of funds and supporting evidence.
Letting Agents
Collect ID, Right to Rent evidence and tenant information for every adult tenant.
Estate Agents
Collect buyer ID, seller ID, proof of funds and supporting documents.
Recruitment Agencies
Collect ID, Right to Work evidence and applicant information.
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.