Choose the closest buyer intent
New Client Onboarding Workflow
A step-by-step workflow for new client onboarding with intake, files, tasks, approvals and evidence.
Annual Client Review Workflow
How regulated teams can run annual client reviews with document requests, risk status and approvals.
AML/KYC Refresh Workflow
A workflow for refreshing AML/KYC evidence, ownership details, screening status and approval history.
Tax Document Request Workflow
A workflow for accounting firms requesting tax documents, tracking missing files and approving evidence.
Legal Client Intake Workflow
A legal intake workflow for client details, matter files, approvals, permissions and evidence.
Real Estate Document Review Workflow
A workflow for real estate teams collecting, reviewing and approving client or transaction documents.
Vendor Risk Review Workflow
A vendor review workflow for questionnaires, evidence, security review and approval history.
Secure Client Communication Workflow
How regulated teams communicate with clients securely: encrypted mail, ShieldChat, Secure Rooms and client portals — all with audit trail.
Document Approval Workflow
From upload to signed approval in one system — AI review, human approval, e-signature and evidence capture governed end to end.
AI-Assisted Support Workflow
Governed AI triages tickets and suggests responses — with full audit trail and mandatory human approval before anything reaches a client.
Audit Preparation Workflow
Prepare for audits in minutes, not days. Evidence Timeline captures proof automatically — one click to export a complete audit package.