Live in five minutes
In just four steps and within five minutes, you could be collaborating on any or all of the templates below with your colleagues, clients and suppliers. Going live could not be easier.
1. Click Button
Select the region where you would like the document stored (EU, UK or USA).
2. Sign Up
Use the activation code sent to you by email, to register in Kim (free for two weeks).
3. Import Doc
Click ‘Import’ from the Import External Application box to add your document.
4. Use
The template you selected is now available for use in the left-hand menu.
Client Survey
Use this template to send a branded satisfaction survey to all your clients today as part of a campaign. Or you can send the survey to clients after individual matters have closed.
Either way, you will get helpful feedback that will help you improve your service and/or pre-empt any issues.
If you receive positive results, you can share them anonymously as part of your PR and marketing efforts.
The consistent use of these best practice questions and responses allows you to benchmark your performance over time.
MORE THAN 120+ CUSTOMERS TRUST US
Corporate Transparency Act (USA)
The Corporate Transparency Act (CTA) has been designed to combat money laundering schemes.
On September 29, 2022, the U.S. Treasury Department's Financial Crimes Enforcement Network (FinCEN) issued a final rule on the beneficial ownership and applicant reporting requirements of reporting entities under the Act.
The effective date for the Rule is 1 January, 2024.
Use this form to help your clients report quickly and accurately.
InfoSec Training Compliance
For your internal processes, customer confidence and regulatory compliance, you must demonstrate that all team members have attended the required InfoSec training course.
You can send this form to all team members with one click of a button. You can then track response rates, send reminders to slow responders, and bulk download all the data (and the documents) to provide to an internal/external auditor.
Compliance management is made simple and easy for you and your colleagues.
Know Your Client (KYC)
Know Your Client (KYC) processes can be time-consuming for both the client and the firm.
This form helps you manage, track and audit your client onboarding. In addition, it makes it easier for your colleagues and clients to collect or provide the required information.
Send the link to a client for them to complete, or ask your team member to complete it.
Either way, the client and firm experience are more straightforward and start that relationship on the right foot.
oneNDA
Self-service is a key way to deliver effective business support and free up the lawyers so they can focus on higher-value work.
You determine what documents are suitable for self-service in your firm and can then upload them into Kim and make them available to appropriate audiences (users) with full data tracking and insight.
This is an example of a self-serve document from oneNDA. oneNDA is a crowd-sourced, open-source non disclosure agreement that has been created by the legal community. And it’s entirely free to use.
Politically Exposed Person Questionnaire
It is essential to check if a potential client, or anyone connected with them, might be a politically exposed person (known as a 'PEP').
If they are, law firms must take extra anti-money laundering precautions.
This form helps firms establish if the client or someone connected with them is a PEP.
It is easy to use, quick to complete and provides documentary evidence plus an audit trail that can be supplied to internal compliance and external regulators.
Residential Conveyancing Instructions
Use this form to capture client instructions for a residential conveyance.
Just send the client the link, and they can provide you with all the information needed to get started and open the file.
Easy for the client, which reflects well on your firm, and you have clear instructions and an audit trail. Add your logo, and away you go.
If you want to add more questions or amend the ones in this form to suit your practice, it is easy to do so.
Supplier Questionnaire
This form helps you evaluate, in a standard format, potential suppliers to your firm and/or its subsidiaries and covers products and services.
All you do is send a link to the supplier. They click the link, open the form and provide the requested information. You can then review the responses, discuss them internally, and revert to the supplier with additional questions.
It also provides a record you can make available to internal compliance or external regulators.
Andrew Powell, CIO
We are using Kim Document to automate our supplier questionnaires and related documents as part of our vendor onboarding process. It was quick to make live and has helped reduce time and effort onboarding new suppliers.
Tony McKenna, Director of Information Technology
Kim Document, for us, was a no-brainer due to the simplicity of use and the attractive price point. Kim will help the firm automate those documents that aren’t high value enough to justify a full-blown document automation platform but where they would still like control over the data collected.
CISO, International Bank
Kim gives organizations the ability to have no-code form creation which enables unstructured data to be put in a structured format.
Ann Pruitt, Executive Director
Kim’s no-code Document and Automation-as-a Service Platform empowered us to automate our legal helpline process, enabling our service to scale exponentially and allowing team members to deliver value at the highest level.