Branded web questionnaire
A KYC form in your firm's own branding, hosted for clients to fill in without an account.
Client onboarding with KYC and e-signature, done for you
For accounting firms, law firms and agencies with AML or KYC duties. A new client fills in one branded form, and a signed file, a CRM record and a notified colleague follow without anyone retyping a thing.
Intake
Map
Validate
Execute
Confirm
What this fixes
The situations we hear about in the first call.
Onboarding is a manual chain
A questionnaire, a document to draft, a signature to chase, a folder to file, and a CRM card to create by hand, for every new client.
KYC data sits in email threads
Answers arrive as replies to emails or scattered attachments, so proving what was collected and when takes digging.
Signing drags on
Printing, scanning or chasing a client for a wet signature adds days to onboarding that should take minutes.
The CRM lags behind reality
New clients get onboarded before anyone creates their CRM record, so the accountant finds out late or not at all.
How it works
Five stages, the same for every stream we build. Anything that fails validation goes to a person, in the tool you already use.
- Intake
The client fills in a web questionnaire in your own branding, covering the KYC fields your AML policy requires.
- Map
Answers are mapped into a PDF document in your standard onboarding format, ready for signature.
- Validate
Required fields and identity details are checked before the document is sent on, so incomplete submissions are caught early.
- Execute
The PDF is sent for e-signature through Dokobit, and once signed, filed to SharePoint or Drive and used to create a CRM record.
- Confirm
The accountant or relationship owner is notified that the new client is signed, filed and live in the CRM.
What you get
Generated onboarding PDF
A completed document built from the questionnaire answers, in your standard format.
Dokobit e-signature
The document is sent for a legally binding e-signature, no printing or scanning involved.
Signed file stored automatically
The signed PDF is filed to SharePoint or Drive in the right client folder, no manual upload.
CRM record created
A new client card is created in Zoho CRM with the questionnaire details already filled in.
Accountant notification
The relevant accountant or team member is notified as soon as onboarding is complete.
What the pilot measures
We do not quote accuracy percentages before we have seen your documents. These three numbers are agreed at the audit and reported at the end of the pilot.
Straight-through rate
Share of new-client onboardings that complete from questionnaire to filed, signed record without manual intervention.
Minutes per onboarding
Staff time spent per new client during the pilot, compared with the manual process it replaces.
Exceptions per 100
How many onboardings per 100 need manual follow-up, for example incomplete answers or a signature that stalls.
Systems we connect for this
DokobitZoho CRMSharePointÄriregisterGoogle Sheets
Processed in the EU. Original files and extracted data stay in your own systems; a data-processing agreement is available on request.
From audit to autopilot
Pilot scope for this stream: One onboarding stream: the KYC questionnaire, e-signature and CRM record for one client category or service line.
Step 1
Audit
We map one document or enquiry stream end-to-end, count volumes and name the systems it touches. You get a written scope and a fixed pilot price.
Free · 3 working daysStep 2
Pilot
One stream goes live on your real documents. Acceptance is measured, not felt: straight-through rate, minutes per document, exceptions.
About two weeks · fixed priceStep 3
Rollout
The remaining streams follow the proven pattern. Monthly report, support, and changes as your systems change.
Stream by streamBuilt before
Case · Accounting firm, Estonia
KYC for 88 client companies: screened automatically, signed online, filed by itself
An accounting firm screened its client base automatically, then rolled out a web KYC form with qualified e-signature — first live signature in three weeks.
3 weeksfrom kickoff to first live e-signature
Frequently asked questions
How much does this cost?
There is no fixed price list, because every firm's KYC requirements and CRM setup differ. We start with a free three-day audit, then quote a fixed price for a single pilot stream before any work begins.
Is a Dokobit e-signature legally valid for KYC purposes?
Dokobit is a Baltic e-signature provider used for legally binding signatures, and it is what we build against for this workflow. Whether a given signature type satisfies your specific AML obligations is a question for your compliance adviser, not something we determine.
What happens if a client submits incomplete or incorrect answers?
Required fields are validated before the document moves to signature, so incomplete submissions are caught at intake rather than discovered later. Anything that fails validation is routed to a review step in the tool your team already uses.
Where does client data go?
Processing happens in the EU. The questionnaire answers, generated PDF and signed document stay within your own SharePoint, Drive and CRM systems. A data-processing agreement is available on request.
Does this replace our CRM or file storage?
No. It builds on the systems you already use, filing signed documents to your existing SharePoint or Drive and creating records in your existing Zoho CRM, rather than introducing a new platform.
Start with the free audit
Three working days, one stream mapped end-to-end, a fixed pilot price on paper. No commitment.
Get a free automation audit