Collect KYC and Client Information documents up to 80% faster
Gather all the documents, signatures, files, and data required for KYC in record time
Stop emailing clients for information
With our live forms & request templates, you could securely request the information you require from your clients today! Simply register and send your first Invite. With automated reminders, your clients will return your requests back to you faster than ever.
Client experience
Your clients get an easy-to-use client portal that is accessible from any device. There they can enter the data using a keyboard rather than printing it out, scanning, faxing, and going through all that trouble of uploading it again or emailing it to you.
They can also e-sign or add their digital signature to the form too. Perfect for disclosure agreements!
UX / UI
My UX / UI experience shows that investing in design at start reaps benefits at the end of the project
Consistency
Holisticly predominate extensible testing procedures for reliable supply web service deliverables.
Tools
Seamlessly visualize quality intellectual capital without superior collaboration and idea-sharing.
In action at a glance
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.
Design conversion
Interactively coordinate proactive e-commerce via process-centric "outside the box" thinking.
Advertising
Seamlessly empower fully researched growth strategies and interoperable internal or "organic" sources.
Consultancy
Dynamically innovate resource-leveling customer service for state of the art customer service.
Products
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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.
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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.
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