For accountants, brokers, clinics, law firms and agencies

A new client should take one link, not a week of back-and-forth.

Your client fills a short form on their phone or computer. Braigest fills your contract from their answers, checks their identity when you need it, and gets it signed and sealed. You receive a complete client file, not a pile of attachments.

The form is built from the PDF you already use. Identity checks and sanctions screening are there for the firms that must run them, and off for the ones that don’t.

Book a 30-min callTry the interactive demo
  • No retyping: one set of answers fills every document in the pack
  • No printer, no scanner: signed on any device, sealed with evidence
  • No IDs lost in inboxes and chats: everything lands in one encrypted case file

See Braigest in action.

An interactive walkthrough you can click through — no signup, runs in your browser, about two minutes.

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The scenario: Northwind Trading, a fictional firm, embeds Braigest on its website to onboard business clients — AI-built forms, registry verification, a signed & sealed document package, automated AML screening with human review, and delivery of the approved case straight into their own systems.

Who it’s for

Any firm that needs data, documents and a signature before work can start.

Same flow, different documents. Pick your line of work to see what the link collects and which compliance steps apply.

AccountantsEngagement letter, AML questionnaire, UBO declaration and an ID copy, signed before the first meeting.See the flow →Insurance brokersMandate, GDPR consent and ID, filled and signed on the client’s phone or laptop, instead of by email and chat.See the flow →ClinicsIntake form, informed consent and ID, done before the patient walks in. Health data stays encrypted.See the flow →Law firmsRetainer, due-diligence form and power of attorney in one link, with identity checks when required.See the flow →Real estate agenciesListing mandate, viewing agreement and the AML form estate agents owe, signed remotely.See the flow →Credit brokers & lendersApplication, income documents, consent and mandate, collected once and delivered as structured data.See the flow →Car rentalRental agreement, licence capture and damage waiver, signed and sealed before pick-up.See the flow →Something else?If a new client fills a form, sends documents and signs, the flow fits. Bring your PDF.How it works for anyone →

Built in the EUGDPR by designeIDAS advanced signatures, PAdES-sealedData isolated per organisation

Works withDiditOnfidoDilisenseCompanies HouseCreditsafeOpenAPI.ro

How it works

From first click to clean handoff.

Four stages turn scattered collection into a single, trusted, verified record.

  1. Step One

    Design the flow visually

    Map your customer journey with a drag-and-drop builder. Choose from 10+ prebuilt steps — forms, documents, identity, screening, payments — and connect them with conditional branching. No code, no deploys: changes go live the moment you save.

    • Visual builder with branching and versioning
    • Review and approval workflow built in
    • Preview any version before publishing
    01
    Form
    Documents
    Sign & seal
    Deliver

  2. Step Two

    Bring in verified identity

    Enrich the journey with trusted sign-in and KYC so you start from verified details instead of free-text entry. Corporate and social accounts, the national eID schemes your customers expect, and document or biometric KYC — slotted into the flow through configuration, not custom integration projects. Braigest speaks the standard identity protocols, so it connects to the sign-in systems you already use.

    • Corporate, social, and government eID sign-in
    • National eID schemes — DigiD, itsme, eHerkenning, FranceConnect, SPID, ROeID
    • Document & biometric KYC via Didit and Onfido
    • Works with any standards-based identity provider — no bespoke integration
    02
    Continue with national eID
    Continue with Didit
    Continue with Onfido
    Identity verified — details prefilled

  3. Step Three

    Collect once, reuse everywhere

    Every value captured in the flow becomes reusable context. Braigest prefills PDFs and official forms with the data it already has — and a Smart Dossier fans one answer across an entire package of documents — eliminating the re-entry that kills completion and breeds errors.

    • Prefilled PDFs and standard forms
    • Field-level mapping and validation
    • One source of truth for the whole dossier
    03
    Full name
    Date of birth
    ID number
    Address

    Reused from verified data — no retyping

  4. Step Four

    Review, then hand off

    Finish in the built-in portal, push to the systems that do the work — CRMs, ticketing, core banking, case management — or both. Webhook or REST, in the exact shape your services expect — and applicants hear back automatically, with a different email on the cleared, approved, or rejected path.

    • Review in the portal and/or push to your systems
    • Sealed documents delivered by webhook — with a manifest naming each file
    • Delivery waits for compliance sign-off — failed deliveries retry automatically
    04
    POST /api/leads
    { "name": "…", "risk": "low" }
    CRM / Core system200 OK

Pricing

From €9 a month. No e-signature seat to buy.

Every plan runs the whole flow: forms from your own PDFs, documents filled from one set of answers, and natively sealed signatures. Annual is ten months for twelve.

Personal

€9 per month

One PDF, one person.

Your PDF as a web form, the filled PDF back, 10 AI pages a month

Solo

€29 per month

One person or a very small practice.

100 onboardings a month, 2 seats, the whole compliance flow

Practice

€149 per month

An office that onboards every week.

500 onboardings, 5 seats, AI builder, hosted KYC, registry lookups

See full pricing and quotasStart with a 30-min call

Questions

Answers before you ask.

The things teams want to know before a call.

Can I use just the forms, without compliance?

Yes. Everything is modular. A simple workflow can be a form and a webhook to your CRM. Add identity, screening, documents, or review only when a process needs them — same builder, no re-platforming.

Do I need to bring my own KYC or AML provider?

No. Identity verification and sanctions/PEP/criminal screening run on built-in providers (Didit and Onfido for KYC, Dilisense for AML), so you can start verifying without a separate vendor contract. National eID and corporate sign-in connect through standard identity protocols. Availability depends on your plan.

How do customers reach a workflow?

Three ways: embed it on any page with one line of iframe code, share a direct link, or send an email invite. Invites use secure one-time links, can ask the recipient to confirm a code sent to their email before opening, and go out under your branding — your logo and colours, not ours. You can see which invites were opened and which were completed. Everything is mobile-responsive and auto-saves so people can resume.

Can customers sign documents inside the flow?

Yes. Signers draw or type their signature in the same form and give explicit consent — no redirect, no external e-sign vendor. The server writes the answers into the PDF, stamps the signature, appends a signature-evidence page (consent time, device details, identity checks from the KYC step, a fingerprint of the content), and applies a cryptographic PAdES seal. Admins verify any document in one click — "Sealed · intact" — and any change afterwards breaks the seal.

What happens after someone submits?

Whatever the flow says happens next. Flagged cases wait for a human decision in the built-in review queue, where each finding is resolved as a true or false positive. Completed, sealed documents and clean data are delivered to your systems by webhook — with a manifest naming each document. And the applicant hears back automatically: the flow sends a different email on the cleared, approved, and rejected paths, so nobody writes a status email by hand.

Where does my data live?

You choose per workflow. Full (Braigest is your system of record), Metadata-only (audit trail without storing PII), or Pass-through (data is deleted after it is delivered to your systems). Encrypted in transit and at rest, isolated per organization.

What does AML screening actually check?

People are screened against global sanctions, PEP, and criminal watchlists in a single step. For businesses, the company and its directors, shareholders, and beneficial owners are screened automatically — with an automatic risk score and a review queue for anything flagged.

How fast can we go live?

Most teams have a first flow live in days, not months. The builder is no-code, providers turn on through configuration, and you deploy with a single embed, link, or email invite.

Walk us through your process.
We'll show you what's possible.

The fastest way to see if Braigest fits is a short conversation. Tell us how a new client reaches you today, what you collect, what they sign, and where it stalls. Bring the PDF you use and we turn it into the flow on the call.

Works best for: any firm that needs a form, documents and a signature from a new client before work can start: accountants, brokers, clinics, law firms, agencies and lenders.

What to expect: a 30-minute call where we map your flow together, identify the biggest friction points, and show a targeted demo.

Book a 30-min callEmail us directly

Prefer email?

Tell us about your process in a few lines — where applicants come from, what you collect, which checks you run. A real person replies within one business day.

[email protected]
  • No forms, no tickets — straight to the founder’s inbox.
  • We’ll only use it to reply. No newsletters, no sharing.
  • Attachments welcome — send the PDF you want digitized.