The intake step is where days disappear.
CSPs lose weeks at the onboarding step — collecting documents, retyping fields, screening for risk in a tool that doesn't talk to the client record. Corpflow turns intake into a single structured flow with a clean handover into formation.
UBO, KYC, and supporting docs — one intake.
Everything you need to know about a new client is captured once, in one place, and structured so it carries cleanly into formation and management.
A single intake collects every UBO, every identity document, and every supporting file in one structured flow. Documents upload directly to the client record; fields are extracted automatically; risk screening runs the moment a person is added. The client sees one status view; your team sees one workspace; the auditor sees one citation-backed record.
- Beneficial owners captured once.UBO names, holding percentages, and identity documents collected in one structured intake — no spreadsheets, no chasing.
- Documents auto-extracted into fields.Passport numbers, addresses, dates — pulled from the uploaded document into the client record, with a citation back to the source page.
- PEP and sanctions screening built in.Every named individual is screened the moment they're added — results attached to the client record with a timestamp and a re-screening cadence.
- One status view across the file.What's complete, what's in review, what's outstanding — visible to the client and the team without a follow-up call.
- Clean handover into formation.Once onboarding is signed off, the entity-to-be is pre-filled into formation with the right UBOs, addresses, and source documents already attached.
See onboarding against a real client file.
Book a 30-minute demo. We'll walk through UBO capture, KYC extraction, and the handover into formation — against a realistic client.