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.
Select where you would like your document to be hosted and begin.
Kim EU Kim UK Kim US
Corporate Transparency Act (USA)
The Corporate Transparency Act has been designed to combat money laundering schemes. Use this form to help your clients report quickly and accurately.
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.
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Kim US
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.
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Kim EU Kim UK Kim US
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.
Select where you would like your document to be hosted and begin.
Kim EU Kim UK Kim US
Legal Support Request Form
Use this form to manage support requests coming into the legal team. It ensures a consistent process and data capture, including attachments. It enables clear instructions that you can prioritise and work on.
Simply publish the link to the form on your intranet or elsewhere. When a user clicks the link the form opens and they provide the requested information and then submit. The user receives an email confirming receipt and you have a complete instruction to review and action.
You can be live in minutes with a consistent and easy process.
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Kim EU Kim UK Kim US
oneNDA
Self-service is a key way to deliver effective business support plus free the legal team so it can focus on higher value work.
You determine what documents are suitable for self-service in your organization 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.
Select where you would like your document to be hosted and begin.
Kim EU Kim UK Kim US
Outside Counsel Management
To control and manage costs, and to ensure that only appropriate matters are allocated to law firms. All legal departments need a consistent way to approve the appointment of outside counsel.
This form provides a simple way for Users to submit requests to use Outside Counsel and for the legal team to review and approve / decline.
Using industry standard matter types and other lists it also provides consistent data capture and reporting.
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Kim EU Kim UK Kim US
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.
Select where you would like your document to be hosted and begin.
Kim UK
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.
Select where you would like your document to be hosted and begin.
Kim UK
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.
Select where you would like your document to be hosted and begin.
Kim EU Kim UK Kim US
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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.
Kim Document
Kim Enterprise
