--- title: Self-Service - Kim Document description: Browse through our collection of templates, and once you've chosen the one that suits your needs, you can be up and running within minutes. image: https://info.kimdocument.com/hubfs/Images/Kim%20Document%20images/Signoff_white.jpg --- Close [Try now for free](https://info.kimdocument.com/self-service#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/self-service#popup1) ### Contact us Use the form below to contact us. # Self-Serve With Kim, you can be up and running within minutes using one or more of our templates. Click and use them as-is or make quick customizations to align with your organization's needs.  1. Streamlining document automation and generation has never been this straightforward.    [Request a Demo ](https://info.kimdocument.com/request-a-demo?hsLang=en) ## Getting Started With Kim, you can be up and running within minutes using one or more of our templates. Click and use them as-is or make quick customizations to align with your organization's needs.   1. Browse through our collection of templates, and once you've chosen the one that suits your needs, click the '+' icon on the right-hand side. This action will reveal additional information, enabling you to specify your preferred hosting region for the content.  2. Your selected templates will appear on the left-hand side under "Applications", which you can then use to generate documents and collaborate with your team, clients, and suppliers.   3. For more information on how to get started, take a look at our [Quick Guide](https://info.kimdocument.com/managing-your-kim-document-application?hsLang=en).  **![Client Survey](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/Client%20Survey.png?width=104&height=104&name=Client%20Survey.png)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.   **[Document Preview](https://info.kimdocument.com/hubfs/Client%20Survey.pdf?hsLang=en)**   Select where you would like your document to be hosted and begin. [![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg)](https://eu.kimdocument.com/app?import=6c1aaf5a-9b10-4295-9458-152aecc68a7d_543)    [![kim-uk-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-uk-logo-1.svg)](https://uk.kimdocument.com/app?import=ccacc4c3-3024-4c93-b9e8-2b8f6721023f_1832)    [![kim-usa-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-usa-logo-1.svg)](https://us.kimdocument.com/app?import=81b81ce5-9f18-454f-8a58-039df9fd3822_1113) Kim EU    Kim UK    Kim US   **![Corporate Transparency](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/Corporate%20Transparency.png?width=112&height=112&name=Corporate%20Transparency.png)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.   **[Document Preview](https://info.kimdocument.com/hubfs/Regulatory%20Compliance%20Process.pdf?hsLang=en)**   Select where you would like your document to be hosted and begin.      [![kim-usa-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-usa-logo-1.svg)](https://us.kimdocument.com/app?import=136ab924-718a-4f3b-8d6a-cecdae52266f_1118)  Kim US   **![Infosec Training](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/Infosec%20Training.png?width=112&height=112&name=Infosec%20Training.png)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.   **[Document Preview](https://info.kimdocument.com/hubfs/Compliance%20Training%20-%20InfoSec.pdf?hsLang=en)**   Select where you would like your document to be hosted and begin.      [![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg)](https://eu.kimdocument.com/app?import=62b76372-1c71-4c86-8c06-eb78d27cd8b0_548)    [![kim-uk-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-uk-logo-1.svg)](https://uk.kimdocument.com/app?import=511d958d-3c3a-4b17-8d02-a45e69a767b9_1819)    [![kim-usa-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-usa-logo-1.svg)](https://us.kimdocument.com/app?import=4182fad1-01c4-4399-8ce3-442410568944_1119) Kim EU    Kim UK    Kim US **![Know your Client](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/Know%20your%20Client.png?width=112&height=112&name=Know%20your%20Client.png)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.   **[Document Preview](https://info.kimdocument.com/hubfs/KYC%20Questionnaire.pdf?hsLang=en)**   Select where you would like your document to be hosted and begin.      [![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg)](https://eu.kimdocument.com/app?import=e66ac0d8-e18e-4039-87c3-0728cc17f71d_544)    [![kim-uk-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-uk-logo-1.svg)](https://uk.kimdocument.com/app?import=f62c9bfd-ad60-49db-96ab-d3759b7a40ba_1828)    [![kim-usa-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-usa-logo-1.svg)](https://us.kimdocument.com/app?import=c1e85b45-073e-404b-95ad-a95dbe1dcd46_1114) Kim EU    Kim UK    Kim US **![Legal Support](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/Legal%20Support.png?width=112&height=112&name=Legal%20Support.png)** **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.   **[Document Preview](https://info.kimdocument.com/hubfs/Legal%20Support%20Request%20Form.pdf?hsLang=en)**   Select where you would like your document to be hosted and begin. [![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg)](https://eu.kimdocument.com/app?import=ed85e29a-8262-4ea7-9566-7bce17d4e1fd_589)    [![kim-uk-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-uk-logo-1.svg)](https://uk.kimdocument.com/app?import=9cc427d9-879a-4bba-822f-5c80acc53f24_2067)    [![kim-usa-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-usa-logo-1.svg)](https://us.kimdocument.com/app?import=9456227d-113c-41c9-890e-73038e813a00_1187) Kim EU    Kim UK    Kim US **![OneNDA](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/OneNDA.png?width=104&height=104&name=OneNDA.png)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.   **[Document Preview](https://info.kimdocument.com/hubfs/oneNDA%20(1).pdf?hsLang=en)**   Select where you would like your document to be hosted and begin.   [![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg)](https://eu.kimdocument.com/app?import=7a29f778-bafc-4851-aa1c-fb6448117793_585)    [![kim-uk-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-uk-logo-1.svg)](https://uk.kimdocument.com/app?import=bd2d3270-45a2-40dc-add6-7a91cf2cfb05_1962)    [![kim-usa-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-usa-logo-1.svg)](https://us.kimdocument.com/app?import=faa5c6c7-fabb-42b8-8343-e2b8c6e5576d_1183) Kim EU    Kim UK    Kim US   **![Outside Counsel Mgmt-1](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/Outside%20Counsel%20Mgmt-1.png?width=112&height=112&name=Outside%20Counsel%20Mgmt-1.png)** **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.   **[Document Preview](https://info.kimdocument.com/hubfs/Outside%20Counsel%20Request%20Form.pdf?hsLang=en)**   Select where you would like your document to be hosted and begin.     [![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg)](https://eu.kimdocument.com/app?import=5e58cda1-a65f-4a3e-bb81-b6e8eb1c3c25_586)    [![kim-uk-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-uk-logo-1.svg)](https://uk.kimdocument.com/app?import=fbeff5ba-a354-4390-b009-29f7f3172f9b_2074)    [![kim-usa-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-usa-logo-1.svg)](https://us.kimdocument.com/app?import=017ea916-6252-4c6b-afef-448713e7f7e8_1184) Kim EU    Kim UK    Kim US   **![Politically Exposed Person](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/Politically%20Exposed%20Person.png?width=104&height=104&name=Politically%20Exposed%20Person.png)** **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.   **[Document Preview](https://info.kimdocument.com/hubfs/PEP%20Questionnaire.pdf?hsLang=en)**   Select where you would like your document to be hosted and begin.   [![kim-uk-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-uk-logo-1.svg)](https://uk.kimdocument.com/app?import=379d12d0-a3fb-480d-aec5-50393f3b24d0_1829)      Kim UK      **![Residential Conveyancing](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/Residential%20%20Conveyancing.png?width=104&height=104&name=Residential%20%20Conveyancing.png)** **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.   **[Document Preview](https://info.kimdocument.com/hubfs/Residential%20Conveyancing%20Form.pdf?hsLang=en)**   Select where you would like your document to be hosted and begin.    [![kim-uk-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-uk-logo-1.svg)](https://uk.kimdocument.com/app?import=66bf396f-29a6-494f-832d-29c13bb8779d_1833)     Kim UK       **![Supplier Questionnaire](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/Supplier%20Questionnaire.png?width=104&height=104&name=Supplier%20Questionnaire.png)** **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.   **[Document Preview](https://info.kimdocument.com/hubfs/Supplier%20Questionnaire.pdf?hsLang=en)**   Select where you would like your document to be hosted and begin.   [![kim-eu-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-eu-logo-1.svg)](https://eu.kimdocument.com/app?import=225fc916-c512-4e93-81fb-d4df9fc93060_545)    [![kim-uk-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-uk-logo-1.svg)](https://uk.kimdocument.com/app?import=ceba1b14-50cf-4cdd-9039-08e570680c67_1773)    [![kim-usa-logo-1](https://info.kimdocument.com/hubfs/Images/Flags%20-%20for%20buttons/kim-usa-logo-1.svg)](https://us.kimdocument.com/app?import=46856074-c6aa-4c53-a07f-ff5ac223163a_1115) Kim EU    Kim UK    Kim US   ## Integrations Below are some of the integrations that Kim offers. We're always adding to this list so if you don't see one you work with then get in touch. ![Adobe](https://info.kimdocument.com/hubfs/Untitled%20design%20(3).png) ![Airtable](https://info.kimdocument.com/hubfs/Integration%20logos.png) ![aws](https://info.kimdocument.com/hubfs/Integration%20logos-1.png) ![box](https://info.kimdocument.com/hubfs/Integration%20logos%20(5).png) ![Calendly](https://info.kimdocument.com/hubfs/Integration%20logos%20(12).png) ![ClickUp](https://info.kimdocument.com/hubfs/Integration%20logos%20(2).png) ![Clio Manage](https://info.kimdocument.com/hubfs/Integration%20logos%20(13).png) ![Confluence](https://info.kimdocument.com/hubfs/Integration%20logos%20(14).png) ![docusign-seeklogo.com](https://info.kimdocument.com/hubfs/docusign-seeklogo.com.svg) ![Dropbox](https://info.kimdocument.com/hubfs/Integration%20logos%20(15).png) ![Epic](https://info.kimdocument.com/hubfs/Epic.png) ![GeoDataSource.com](https://info.kimdocument.com/hubfs/GeoDataSource.com.png) ![Google Cloud ](https://info.kimdocument.com/hubfs/Google%20Cloud%20(1).png) ![Google Cloud Storage](https://info.kimdocument.com/hubfs/Google%20Cloud%20Storage.png) ![Google Docs](https://info.kimdocument.com/hubfs/Google%20Docs.png) ![Google Drive](https://info.kimdocument.com/hubfs/Google%20Cloud%20Storage%20(1).png) ![HubSpot](https://info.kimdocument.com/hubfs/HubSpot.png) ![IBM® Cloudant®](https://info.kimdocument.com/hubfs/IBM%C2%AE%20Cloudant%C2%AE.png) ![IBM Cloud Management](https://info.kimdocument.com/hubfs/IBM%20Cloud%20Management.png) ![iManage-logo](https://info.kimdocument.com/hubfs/iManage-logo.png) ![jira-seeklogo.com](https://info.kimdocument.com/hubfs/jira-seeklogo.com.svg) ![Jotform](https://info.kimdocument.com/hubfs/Jotform.png) ![monday-seeklogo.com](https://info.kimdocument.com/hubfs/monday-seeklogo.com.svg) ![MS 365 Business Central](https://info.kimdocument.com/hubfs/MS%20365%20Business%20Central.png) ![MS DevOps](https://info.kimdocument.com/hubfs/MS%20DevOps.png) ![MS OneDrive](https://info.kimdocument.com/hubfs/MS%20OneDrive.png) ![Sharepoint](https://info.kimdocument.com/hubfs/Sharepoint.png) ![MS teams](https://info.kimdocument.com/hubfs/MS%20teams.png) ![MS 365 Sales](https://info.kimdocument.com/hubfs/MS%20365%20Sales.png) ![Odoo Sales & CRM](https://info.kimdocument.com/hubfs/Odoo%20Sales%20%26%20CRM.png) ![Odoo Point of Sale](https://info.kimdocument.com/hubfs/Odoo%20Point%20of%20Sale.png) ![Pandadoc](https://info.kimdocument.com/hubfs/Pandadoc.png) ![Pipedrive](https://info.kimdocument.com/hubfs/Pipedrive.png) ![Salesforce](https://info.kimdocument.com/hubfs/Untitled%20design%20(4).png) ![SAP](https://info.kimdocument.com/hubfs/Untitled%20design%20(5).png) ![servicenow-seeklogo.com](https://info.kimdocument.com/hubfs/servicenow-seeklogo.com.svg) ![Slack](https://info.kimdocument.com/hubfs/Slack.png) ![Smartsheet](https://info.kimdocument.com/hubfs/Smartsheet.png) ![TogglTrack](https://info.kimdocument.com/hubfs/TogglTrack.png) ![Trello](https://info.kimdocument.com/hubfs/Trello.png) ![Webhooks](https://info.kimdocument.com/hubfs/Webhook.png) ![Zipcodebase.com](https://info.kimdocument.com/hubfs/Zipcodebase.com.png) ![Zoho CRM](https://info.kimdocument.com/hubfs/Zoho%20CRM.png) ![Zoho Projects](https://info.kimdocument.com/hubfs/Zoho%20Projects.png) ![Zoho Sheet](https://info.kimdocument.com/hubfs/Zoho%20Sheet.png) ![Zoho Sign](https://info.kimdocument.com/hubfs/Zoho%20Sign.png) ![Zoho Workdrive](https://info.kimdocument.com/hubfs/Zoho%20Workdrive.png) ![Zoho Writer](https://info.kimdocument.com/hubfs/Zoho%20Writer.png) ## You may also be interested in ## Questions to Consider Managing your documents can become a substantial administrative burden... [Read brochure here ](https://info.kimdocument.com/hubfs/KIM%20Qs%20to%20consider%20-%20DIGITAL.pdf?hsLang=en) ## Kim Top 10 Reasons We've selected some of the top reasons why people choose Kim and put them all... [Read document here ](https://info.kimdocument.com/hubfs/Kim%20A4%2010%20Reasons%20Template%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. #### Visit our other ## Solution Pages ![Kim Document@3x](https://info.kimdocument.com/hs-fs/hubfs/Kim%20Document@3x.png?width=200&height=200&name=Kim%20Document@3x.png) For all organizations ### Kim Document [Learn More ](https://www.kimdocument.com/) ![Kim Enterprise@3x](https://info.kimdocument.com/hs-fs/hubfs/Images/Icons/Transparent%20Background/Kim%20Enterprise@3x.png?width=200&height=200&name=Kim%20Enterprise@3x.png) For global corporations ### Kim Enterprise [Learn More ](https://info.kimdocument.com/kim-enterprise?hsLang=en) ![Intelligent Automation](https://info.kimdocument.com/hs-fs/hubfs/Kim%20Intelligent%20Automation@3x.png?width=200&height=200&name=Kim%20Intelligent%20Automation@3x.png) For all organizations ### Intelligent Automation [Learn More ](https://info.kimdocument.com/kim-intelligent-automation?hsLang=en) 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)