One form doesn’t fit every client. Now it doesn’t have to.
A sole trader and a non-UK resident corporate aren’t the same. An enhanced due diligence case and a standard KYC check don’t ask the same questions. When the form didn’t fit, you worked around it. Emails, calls, separate documents. Your compliance record ended up scattered across three places instead of one.
That changes now. With FigsFlow’s latest update, you can build and send fully custom KYC questionnaires, tailored to every client and every case, all documented in one place.
When the Form Doesn't Fit, the Audit Trail Pays the Price
The previous setup gave firms a limited selection of forms tied directly to client type. There was no way to modify them, extend them, or build something specific to a particular engagement or risk profile. If your standard onboarding process asked for something the form didn’t cover, you worked around it.
Over time, those workarounds add up, and in a compliance context, workarounds are exactly the kind of thing that creates gaps in your audit trail.
Now, Build Exactly What the Engagement Needs
FigsFlow now includes a dedicated Forms section where you can create custom questionnaire templates from scratch. The form builder runs on a drag-and-drop system, so you add only the fields your engagement requires, nothing more and nothing less.
The available field types cover the full range of what a KYC or risk assessment questionnaire typically demands:
- Short text and long text fields
- Dropdown menus
- Date fields
- File uploads
- E-signatures
- Country selectors
You can divide the form into sections, give each section its own title and description, and structure the client journey exactly as you’d want it. Everything autosaves as you build.
Your Workflow Stays the Same
Nothing changes about how you send questionnaires to clients. When you initiate onboarding and go to send a KYC email, you’ll now see a dropdown that includes both the default templates and any custom forms your firm has created. Select the one that fits the client and send it.
The client completes it through the same portal they have always used. The difference is entirely on your end. You now control what they are asked, how the form is structured, and how that information sits on record.
One Step That's Easy to Miss
Forms save automatically as drafts while you’re building them, but a draft form won’t appear in your onboarding workflow until you activate it. Before you use a new form with a client, return to the Forms section and confirm it’s active. It’s a single toggle, but skipping it means the form won’t show up when you need it.
How to Get Started
The Forms section sits in your FigsFlow dashboard navigation. Add a template, build your sections, and drop in the fields your engagement needs. It’s designed to be picked up without any guidance.
