Send KYC submission email to compliance and sales

KYC form rows in your intake sheet delay compliance review and client onboarding. You receive instant email alerts so compliance and sales update client files and start outreach the same day.

Overview

KYC responses living only in a spreadsheet create manual work and slow down matter opening; compliance and sales need formatted client intake to act. This sends a clear intake email and updates the sheet so files are ready and follow-up begins the same day.