--- title: Law Firm Solutions - Kim Document description: Kim allows Legal Teams to automate the distribution, completion, return and data management of internal forms, checklists and compliance records. image: https://info.kimdocument.com/hubfs/Screen%20Shots/Supplier%206%20TEAMS.jpg --- Close [Try now for free](https://info.kimdocument.com/law-firm-templates#popup2) [About us](https://www.kimdocument.com/about-us/) [FAQs](https://www.kimdocument.com/faqs/) [Contact us](https://info.kimdocument.com/contact-us?hsLang=en) [Login](https://info.kimdocument.com/law-firm-templates#popup1) ### Contact us Use the form below to contact us. Just 'Click & Use’ # For Law Firms ##### With Kim Document you can be live, in minutes, with one or more of the templates below. Just 'click & use' (or quickly amend to suit your firm) and any or all of these documents will be available in your personal and secure Kim Document portal. You can then collaborate with your team and/or your clients and suppliers.  ##### Document generation just got easier. ## Just 'Click and Run'! [ Sign up for a free trial ](https://info.kimdocument.com/www.kimdocument.com/#try) ## 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. ![click button](https://info.kimdocument.com/hubfs/click%20button.png) ### 1. Click Button Select the region where you would like the document stored (EU, UK or USA). ![sign up_1](https://info.kimdocument.com/hubfs/sign%20up_1.png) ### 2. Sign Up Use the activation code sent to you by email, to register in Kim (free for two weeks). ![import doc_1](https://info.kimdocument.com/hubfs/import%20doc_1.png) ### 3. Import Doc Click ‘Import’ from the Import External Application box to add your document. ![use](https://info.kimdocument.com/hubfs/use.png) ### 4. Use The template you selected is now available for use in the left-hand menu. ### Video: Law Firm Use Cases Use this [help guide](https://info.kimdocument.com/how-to-manage-a-template-package-download?hsLang=en) or the online tooltips to get started with the document (i.e. self-serve colleagues, generate the document and send/share with internal or external audiences, create campaigns or publish the link to the form on your intranet). Use ‘Get Support/Contact us’ from the drop-down menu under your name if you have any questions. Or ‘[Book a Demo](https://info.kimdocument.com/request-a-demo?hsLang=en)’ below. [Book a Demo ](https://info.kimdocument.com/request-a-demo?hsLang=en) --- ## Templates Disclaimer: The templates below may have legal consequences. If you choose to use any of these templates you do so strictly at your own risk. Kim Document is not a law firm and does not provide legal advice so please consult a lawyer if you have questions as to the content of the template. #### Client Survey #### Client Survey ![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg) [Kim EU ](https://eu.kimdocument.com/app?import=6c1aaf5a-9b10-4295-9458-152aecc68a7d_543) ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) [Kim UK ](https://uk.kimdocument.com/app?import=ccacc4c3-3024-4c93-b9e8-2b8f6721023f_1832) ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Images/Flags%20-%20for%20buttons/united-states.png?width=512&height=512&name=united-states.png) [Kim US ](https://us.kimdocument.com/app?import=81b81ce5-9f18-454f-8a58-039df9fd3822_1113) #### Corporate Transparency Act (USA) #### Corporate Transparency Act (USA) ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Images/Flags%20-%20for%20buttons/united-states.png?width=512&height=512&name=united-states.png) [Kim US ](https://us.kimdocument.com/app?import=136ab924-718a-4f3b-8d6a-cecdae52266f_1118) #### InfoSec Training Compliance #### InfoSec Training Compliance ![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg) [Kim EU ](https://eu.kimdocument.com/app?import=62b76372-1c71-4c86-8c06-eb78d27cd8b0_548) ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) [Kim UK ](https://uk.kimdocument.com/app?import=511d958d-3c3a-4b17-8d02-a45e69a767b9_1819) ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Images/Flags%20-%20for%20buttons/united-states.png?width=512&height=512&name=united-states.png) [Kim US ](https://us.kimdocument.com/app?import=4182fad1-01c4-4399-8ce3-442410568944_1119) #### Know Your Client #### Know Your Client ![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg) [Kim EU ](https://eu.kimdocument.com/app?import=e66ac0d8-e18e-4039-87c3-0728cc17f71d_544) ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) [Kim UK ](https://uk.kimdocument.com/app?import=f62c9bfd-ad60-49db-96ab-d3759b7a40ba_1828) ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Images/Flags%20-%20for%20buttons/united-states.png?width=512&height=512&name=united-states.png) [Kim US ](https://us.kimdocument.com/app?import=c1e85b45-073e-404b-95ad-a95dbe1dcd46_1114) #### oneNDA #### oneNDA ![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg) [Kim EU ](https://eu.kimdocument.com/app?import=7a29f778-bafc-4851-aa1c-fb6448117793_585) ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) [Kim UK ](https://uk.kimdocument.com/app?import=bd2d3270-45a2-40dc-add6-7a91cf2cfb05_1962) ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Images/Flags%20-%20for%20buttons/united-states.png?width=512&height=512&name=united-states.png) [Kim US ](https://us.kimdocument.com/app?import=faa5c6c7-fabb-42b8-8343-e2b8c6e5576d_1183) #### Politically Exposed Person Questionnaire #### Politically Exposed Person Questionnaire ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) [Kim UK ](https://uk.kimdocument.com/app?import=379d12d0-a3fb-480d-aec5-50393f3b24d0_1829) #### Residential Conveyancing Questionnaire #### Residential Conveyancing Questionnaire ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) [Kim UK ](https://uk.kimdocument.com/app?import=66bf396f-29a6-494f-832d-29c13bb8779d_1833) #### Supplier Questionnaire #### Supplier Questionnaire ![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg) [Kim EU ](https://eu.kimdocument.com/app?import=225fc916-c512-4e93-81fb-d4df9fc93060_545) ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) [Kim UK ](https://uk.kimdocument.com/app?import=ceba1b14-50cf-4cdd-9039-08e570680c67_1773) ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Images/Flags%20-%20for%20buttons/united-states.png?width=512&height=512&name=united-states.png) [Kim US ](https://us.kimdocument.com/app?import=46856074-c6aa-4c53-a07f-ff5ac223163a_1115) ## 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. ![european-union](https://info.kimdocument.com/hs-fs/hubfs/european-union.webp?width=512&height=512&name=european-union.webp) ###### Kim EU ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) ###### Kim UK ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-states.png?width=512&height=512&name=united-states.png) ###### Kim USA [![Client Survey 6](https://info.kimdocument.com/hs-fs/hubfs/Images/Screenshots%20white%20background/Client%20Survey%206.png?width=1040&height=780&name=Client%20Survey%206.png) ](https://info.kimdocument.com/hubfs/Images/Screenshots%20white%20background/Client%20Survey%206.png?hsLang=en) LOREM IPSUM ## Lorem ipsum dolor sit Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. ### Duis cursus, mi quis viverra ornare Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Read More ### Duis cursus, mi quis viverra ornare Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Read More ### Duis cursus, mi quis viverra ornare Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Read More We've helped **[Number of clients]** businesses to succeed in the [target market] industry. ### Our UNMATCHED Guarantee Autotagging - Artificial Intelligence Standard integrations with AI platforms such as Clarifai, Google Vision and Amazon Rekognition provide automated tagging capabilities for improved search and reduced effort in metadata tagging. Autotagging - Artificial Intelligence Standard integrations with AI platforms such as Clarifai, Google Vision and Amazon Rekognition provide automated tagging capabilities for improved search and reduced effort in metadata tagging. Autotagging - Artificial Intelligence Standard integrations with AI platforms such as Clarifai, Google Vision and Amazon Rekognition provide automated tagging capabilities for improved search and reduced effort in metadata tagging. Autotagging - Artificial Intelligence Standard integrations with AI platforms such as Clarifai, Google Vision and Amazon Rekognition provide automated tagging capabilities for improved search and reduced effort in metadata tagging. Autotagging - Artificial Intelligence Standard integrations with AI platforms such as Clarifai, Google Vision and Amazon Rekognition provide automated tagging capabilities for improved search and reduced effort in metadata tagging. Autotagging - Artificial Intelligence Standard integrations with AI platforms such as Clarifai, Google Vision and Amazon Rekognition provide automated tagging capabilities for improved search and reduced effort in metadata tagging. Autotagging - Artificial Intelligence Standard integrations with AI platforms such as Clarifai, Google Vision and Amazon Rekognition provide automated tagging capabilities for improved search and reduced effort in metadata tagging. Autotagging - Artificial Intelligence Standard integrations with AI platforms such as Clarifai, Google Vision and Amazon Rekognition provide automated tagging capabilities for improved search and reduced effort in metadata tagging. ## MORE THAN 120+ CUSTOMERS TRUST US ![social-proof](https://info.juicetactics.com/hubfs/Kore%20Theme/social-proof.jpg) ![social-proof](https://info.juicetactics.com/hubfs/Kore%20Theme/social-proof.jpg) ![social-proof](https://info.juicetactics.com/hubfs/Kore%20Theme/social-proof.jpg) ![social-proof](https://info.juicetactics.com/hubfs/Kore%20Theme/social-proof.jpg) ![social-proof](https://info.juicetactics.com/hubfs/Kore%20Theme/social-proof.jpg) ![social-proof](https://info.juicetactics.com/hubfs/Kore%20Theme/social-proof.jpg) ![social-proof](https://info.juicetactics.com/hubfs/Kore%20Theme/social-proof.jpg) ## 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. ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-states.png?width=512&height=512&name=united-states.png) ###### Kim USA [![CTA 3 - MS TEAMS](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/CTA%203%20-%20MS%20TEAMS.png?width=1040&height=780&name=CTA%203%20-%20MS%20TEAMS.png) ](https://info.kimdocument.com/hubfs/Imported%20sitepage%20images/CTA%203%20-%20MS%20TEAMS.png?hsLang=en) ## 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. ![european-union](https://info.kimdocument.com/hs-fs/hubfs/european-union.webp?width=512&height=512&name=european-union.webp) ###### Kim EU ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) ###### Kim UK ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-states.png?width=512&height=512&name=united-states.png) ###### Kim USA [![Infosec 8 - Preview Zoomed](https://info.kimdocument.com/hs-fs/hubfs/Images/Screenshots%20white%20background/Infosec%208%20-%20Preview%20Zoomed.jpg?width=1040&height=780&name=Infosec%208%20-%20Preview%20Zoomed.jpg) ](https://info.kimdocument.com/hubfs/Images/Screenshots%20white%20background/Infosec%208%20-%20Preview%20Zoomed.jpg?hsLang=en) ## 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. ![european-union](https://info.kimdocument.com/hs-fs/hubfs/european-union.webp?width=512&height=512&name=european-union.webp) ###### Kim EU ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) ###### Kim UK ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-states.png?width=512&height=512&name=united-states.png) ###### Kim USA [![KYC 8 - MS Teams 2](https://info.kimdocument.com/hs-fs/hubfs/Images/Screenshots%20white%20background/KYC%208%20-%20MS%20Teams%202.jpg?width=1040&height=780&name=KYC%208%20-%20MS%20Teams%202.jpg) ](https://info.kimdocument.com/hubfs/Images/Screenshots%20white%20background/KYC%208%20-%20MS%20Teams%202.jpg?hsLang=en) ## 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. ![european-union](https://info.kimdocument.com/hs-fs/hubfs/european-union.webp?width=512&height=512&name=european-union.webp) ###### Kim EU ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) ###### Kim UK ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-states.png?width=512&height=512&name=united-states.png) ###### Kim USA [![NDA Protected - Preview - MS Teams](https://info.kimdocument.com/hs-fs/hubfs/NDA%20Protected%20-%20Preview%20-%20MS%20Teams.png?width=1040&height=780&name=NDA%20Protected%20-%20Preview%20-%20MS%20Teams.png) ](https://info.kimdocument.com/hubfs/NDA%20Protected%20-%20Preview%20-%20MS%20Teams.png?hsLang=en) ## 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. ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) ###### Kim UK [![PEP 1](https://info.kimdocument.com/hs-fs/hubfs/PEP%201.png?width=1040&height=780&name=PEP%201.png) ](https://info.kimdocument.com/hubfs/PEP%201.png?hsLang=en) ## 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. ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) ###### Kim UK [![Residential 5 - MS Teams 1](https://info.kimdocument.com/hs-fs/hubfs/Images/Screenshots%20white%20background/Residential%205%20-%20MS%20Teams%201.jpg?width=1040&height=780&name=Residential%205%20-%20MS%20Teams%201.jpg) ](https://info.kimdocument.com/hubfs/Images/Screenshots%20white%20background/Residential%205%20-%20MS%20Teams%201.jpg?hsLang=en) ## 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. ![european-union](https://info.kimdocument.com/hs-fs/hubfs/european-union.webp?width=512&height=512&name=european-union.webp) ###### Kim EU ![united-kingdom](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-kingdom.png?width=512&height=512&name=united-kingdom.png) ###### Kim UK ![united-states](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/united-states.png?width=512&height=512&name=united-states.png) ###### Kim USA [![Supplier 3 - Preview Zoom In](https://info.kimdocument.com/hs-fs/hubfs/Imported%20sitepage%20images/Supplier%203%20-%20Preview%20Zoom%20In.png?width=1040&height=780&name=Supplier%203%20-%20Preview%20Zoom%20In.png) ](https://info.kimdocument.com/hubfs/Imported%20sitepage%20images/Supplier%203%20-%20Preview%20Zoom%20In.png?hsLang=en) ## You may also be interested in ## Kim for Law Firms Learn more about Kim Document and how we can help your Law Firm in this brochure... [Read brochure here ](https://info.kimdocument.com/hubfs/Collateral/Law%20Firms/KIM%20Law%20doc%20-%20web%20with%20links%200823.pdf?hsLang=en) ## Questions to Consider Managing your documents can become a substantial administrative burden... [Read document here ](https://info.kimdocument.com/hubfs/KIM%20Qs%20to%20consider%20-%20DIGITAL.pdf?hsLang=en) ## Kim Transforms MS Word Think about all the valuable data trapped in your organizations' passive documents.... [Watch video here ](https://info.kimdocument.com/hubfs/Videos/Videos%20-%20Kim%20Document/KIM%20Transforms%20MS%20Word%20no%20music%20-%20May%202023.mp4?hsLang=en) ## What people say ![quotation](https://info.juicetactics.com/hubfs/Kore%20Theme/quotation.svg) ### 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. ![quotation](https://info.juicetactics.com/hubfs/Kore%20Theme/quotation.svg) ### 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. ![quotation](https://info.juicetactics.com/hubfs/Kore%20Theme/quotation.svg) ### 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. ![](https://info.juicetactics.com/hubfs/Kore%20Theme/quotation.svg) ### 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. ## Kim Headlines ### 10k+ Tens of thousands of users around the world ### 5 Kim is used across 5 continents ### 33 33% (1 in 3) who see it buy it WANT TO LEARN MORE ## Seeing is believing Book your demo to see how Kim Document can help you achieve your tactical and strategic objectives quickly and cost-effectively. [Book a Demo ](https://info.kimdocument.com/request-a-demo?hsLang=en) WANT TO KNOW MORE ## Contact Us Excited and want to know more? Get in touch with us and we will be very happy to tell you more about Kim. [Contact Us ](https://www.kimdocument.com/#contact) ![](https://px.ads.linkedin.com/collect/?pid=4171585&fmt=gif) ![](https://px.ads.linkedin.com/collect/?pid=4171585&fmt=gif) ![](https://px.ads.linkedin.com/collect/?pid=4171585&fmt=gif) ![](https://px.ads.linkedin.com/collect/?pid=4171585&fmt=gif) ![](https://px.ads.linkedin.com/collect/?pid=4171585&fmt=gif) ![](https://px.ads.linkedin.com/collect/?pid=4171585&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://26235051.fs1.hubspotusercontent-eu1.net/hubfs/26235051/Videos/Videos%20-%20Kim%20Document/Kim%20Document%20-%20Law%20Firms/Law%20Firm%20Use%20Cases%20Dec%202022.mp4", "dateModified" : "2023-02-28T09:53:34.800Z", "duration" : "PT6M32S", "height" : 1080, "name" : "Law Firm Use Cases Dec 2022", "thumbnailUrl" : "https://api-eu1.hubapi.com/filemanager/api/v3/files/thumbnail-redirect/59408010998?portalId=26235051&size=medium", "uploadDate" : "2023-01-09T11:55:13.522Z", "width" : 1920 } ```