You can now create forms to collect documents from your prospects, speeding up client activation and reducing clarification time. Customize them with your company’s logo and colors for a more professional experience.

✨ Clarifications Powered by Lucy AI

Avoid errors and save weeks in document clarification. Lucy automatically reviews each file, rejects incorrect ones, and guides prospects with clear instructions to fix issues.

Lucy performs the following validations:

1. Document quality: Checks for readability.

2. Document type: Verifies the file matches the requested document type.

3. Completeness: Detects if any pages are missing.

4. Representation authority: Confirms the uploaded document includes the necessary powers granted to the legal representative.

5. Validity (for tax certificates and proof of address): Ensures the document was issued within the last 90 days.