1
Email OnBoardNow your instruction
Send an email with the client’s details and the tasks you want completed (e.g., KYC, source of funds, property forms).
One email does it all
2
We contact and guide your client
OnBoardNow reaches out, verifies identity, and walks them through each step with clear, mobile-friendly prompts.
3
Data gathered & returned to you
Once complete, the full data pack and documents are compiled for your review. Your client gets a portal to see what they submitted.
4
Case management sync (optional)
If you initiated via your CMS, OnBoardNow stores everything back to the case so your matter stays fully up-to-date.
OnBoardNow partners
In action at a glance
Workflow design for lawyers
We support law firms by streamlining essential onboarding and compliance processes. Our platform enables clients to securely complete Know Your Customer (KYC) checks, provide proof of identity and source of funds, and submit detailed property information — all through smart, user-friendly digital forms. Whether you're handling residential conveyancing, commercial matters, or general client intake, we help reduce delays, ensure compliance, and deliver a seamless experience for both your team and your client
Services for Accountants
We help accountancy firms simplify client onboarding and data collection. Our platform allows clients to securely upload identification documents, declare their source of income or funds, and provide essential financial background information. Whether you're conducting AML checks, onboarding new clients, or gathering details for tax planning and compliance, we make the process faster, more secure, and fully aligned with regulatory requirements — all in one streamlined digital journey.
Effortless Client Onboarding for Estate and Letting Agents
We help estate and letting agents streamline the collection of critical client information — whether from buyers, sellers, landlords, or tenants. From AML and KYC checks to proof of funds, fixtures & fittings forms, property information questionnaires, and right to rent documentation, our platform makes it simple, secure, and fast.
Clients can complete forms remotely from any device, reducing admin time and manual errors while ensuring you stay compliant with evolving regulations. Say goodbye to paper trails and hello to smooth, smart workflows — all in a format your clients actually enjoy using.
Clients can complete forms remotely from any device, reducing admin time and manual errors while ensuring you stay compliant with evolving regulations. Say goodbye to paper trails and hello to smooth, smart workflows — all in a format your clients actually enjoy using.
Products
Subscribe
If you wish to receive our latest news in your email box, just subscribe to our newsletter. We won’t spam you, we promise!
Backed By Lycium
As a pioneer of automation software the team at Lycium are dedicated to effective business strategies that help businesses and enterpreneurs achieve success.
Subscribe
If you wish to receive our latest news in your email box, just subscribe to our newsletter. We won’t spam you, we promise!
Applauz
As the pioneer of the lean startup movement, APPLAUZ has dedicated it’s time to sharing effective business strategies that help new businesses and enterpreneurs put their money to work in the right way.
Copyright by OnBoardNow. All rights reserved.