Until now, sending a client their AML onboarding link was a manual task with no trigger. That step is now automatic.
The Manual Step That Caused the Delay
For most practices, AML onboarding after a signed engagement letter meant one of two things: working through a sanctions list by hand, or exporting client data into a separate platform just to run the check. Two workflows, two logins, two places for something to go wrong.
FigsFlow users had it better. The entire process lived in one place: proposal, engagement letter, AML, all connected. But even then, the trigger was manual. Once the letter was signed, someone had to navigate to the AML tab, find the client, and send the onboarding link themselves.
Hectic, for a platform that exists to make every step faster. So we removed it.
What Changes Now
The moment a client signs their letter of engagement, FigsFlow sends the AML onboarding link automatically. You choose which path that triggers:
On both paths, the client receives their link without the team lifting a finger. The difference is how much of the check itself FigsFlow handles.
How to Turn It On
Head to AML & Risk Assessment, open AML & RA Configuration, then select Onboarding Automation. Toggle it to active.
Then choose your preferred onboarding path:
- Select FigsFlow Portal to automate document collection via FigsFlow. The AML check runs manually with one click once documents arrive.
- Select TrustID to automate the full check via TrustID verification. The AML report generates automatically.
- Tick whether you want IDV, KYC, or both under Request Information.
- Click Save. The automation applies to all clients from that point forward.
If you do not want AML onboarding triggered for a specific client, set the toggle to inactive. The link will not be sent and no prompt will appear.
What This Means Day to Day
No one on your team needs to remember the AML tab again. The moment a client signs, FigsFlow takes over: the link goes out, documents come in, and your team picks up exactly where automation stops. Signed to verified, without the gap.
