Features
Everything Braigest does, one page each
Each feature has its own page with what it does, how your client experiences it, which plan includes it and the questions people ask. Start with what your client sees, then follow the flow.
- One page per feature, written for buyers not engineers
- Which plan includes what, on every page
- A video slot on each page, filled as we record them
Features
What your client sees
Your client gets an email, or opens a link on your site or your own subdomain, and sees your logo on a welcome screen.
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Workflow builder
A published workflow is built on a visual canvas of steps: forms, content screens, documents, decisions, a rule checker, identity checks, screening, company registry lookups, staff review, email, webhooks, external tasks, and more.
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AI workflow builder
In the visual builder, "Build with AI" is a chat.
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PDF to digital form
Upload the intake PDF you send clients today.
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Document generation
A document step presents one of your own uploaded PDF templates, with the fields already detected, for the applicant to fill in and sign inline.
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E-signature
A client signs one time at the end of an onboarding flow, and that signature applies a native PAdES seal across every document generated for their case.
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Multi-party signing
A flow can hand part of the same run to a second person by email, a second director, a guarantor, a co-tenant, or your own firm counter-signing.
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Email invites
Send branded invites to clients straight from the console.
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Embed and links
A published workflow gets a public link you can use straight away.
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Sign-in gates
An IDP Login step sends the applicant to an identity provider you registered, Google, Microsoft, an employer's OIDC server, or a national eID scheme that speaks OIDC.
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Submissions dashboard
Every onboarding run lands in one submissions list with its own status: in progress, waiting on the client, waiting on a reviewer, completed, rejected, or given up.
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Review desk
Every submission lands in one list.
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Webhook integrations
Braigest workflows can hand off collected data without a human moving it by hand.
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Data export
Export submissions to CSV straight from the console.
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Onboarding analytics
See, per sender, how many invites were sent, opened, started, completed and signed.
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White-label branding
Your logo and colours appear on the widget and the emails a client receives.
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Team roles
Invite teammates by email and give each one only the access their job needs.
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GDPR and security
Each organization's data lives in its own isolated database schema, encrypted in transit and at rest, with health and other special-category fields encrypted at the column level.
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Solutions
Client onboarding software
You send one link.
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Client onboarding
Braigest is the onboarding tool for small and medium companies: forms, documents, identity, screening, risk and delivery, all in one flow you build without code.
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KYC
Start from verified identity instead of free-text entry.
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AML screening
Screen every customer against sanctions, PEP and criminal lists as a step in the same flow that collects their details — then score risk automatically and review anything flagged, without leaving the platform.
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KYB
Onboard businesses with verified company data instead of manual lookups.
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Car loan broker
Send a car buyer one link.
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Ready to fix your onboarding?
See the whole flow in a 30-minute call, or explore the full Braigest platform.