Collect information once.
Client-owned forms organize personal, corporate, banking, legal, and investment information with a guided, save-and-resume experience.
PERSONAL INFORMATION ✓
17 / The i8Ops product familyCorporate documentation
CONTRACT FORM FLOW / CORPORATE KYCFrom first form
From first form
to the final
signature.
Client information. Corporate documents.
One connected workflow.
Simplify corporate KYC with guided data collection, ready-to-review documents, and a clear path from information to signature.
contractflow / KYCSample workspace ···
Your documents, organized ↗
CORPORATE KYC 01 / 22
Full legal nameAlex MorganCorporationNorthline HoldingsTransaction codeKYC-001-2026
Details, all in one place.
Application progress ↗
78%COMPLETE
One step at a time.
Signature status ↗
Ready for signatureDigital or wet-ink route
↗A clear next step.
Illustrative product view01 / DATA 02 / PDF 03 / SIGN
One intake. Every document.Scroll to explore ↓
01 / The workspace
Client information.
Same workflow.
One place for the questionnaire, the supporting evidence, and the finished KYC package. See how a lengthy process becomes a clear sequence.
i8ops / KYC
CORPORATE KYC
● In progressWelcome back, Alex.
Everything you need to finish your submission.
APPLICATIONCorporate entryNorthline Holdings
PROGRESS78% completed5 of 6 sections
NEXT ACTIONReview documentsReady to prepare
Your questionnaire78%
✓Personal & corporate detailsCompleted
✓Bank & source of fundsCompleted
→Supporting documentsNext step
Illustrative interface only · No live accounts or customer data
02 / Built for clarity
Less paperwork.
More progress.
Purpose-built for corporate KYC without replacing the documents and signing practices your process depends on.
Prepare documents with confidence.
Reuse the same answers across the existing corporate KYC package, with a review step before PDFs are finalized.
Corporate KYC22-page source template
Move from review to signature.
Support an electronic signing workflow or download, sign in blue ink, and upload scanned documents where permitted.
DOCUMENT STATUSReady for signature
Alex Morgan
Signature preview03 / The KYC workflow
From a new client
to a complete package.
Give every stage a clear place and a clear next action.
01
Gather the details.
Clients enter and save the information needed for corporate KYC.
Client questionnaire02
Build the package.
Map answers into the existing template and review the result.
Documents & evidence03
Finish the process.
Sign digitally or follow the wet-ink route, then submit for review.
Signature & submission04 / A little more clarity
Good questions.
Clear answers.
What is ContractFlow KYC? +
A guided way to collect corporate KYC information, prepare supporting documents, and manage signing options.
Will the existing KYC document format be preserved? +
The intended workflow maps entered information into the approved template, subject to final document and field mapping review.
Can clients use a physical signature? +
The proposed workflow includes a wet-blue-ink route in addition to electronic signing. Acceptance depends on the document and jurisdiction.
Is the sample workspace real client data? +
No. It is an illustrative design using fictional records.
LET'S TALK CONTRACTFLOW KYCBetter documents
Contact us ↗contact@i8is.com ↗
Better documents
start with a
conversation.
Contact us ↗contact@i8is.com ↗Tell us how you manage corporate KYC, and we can discuss the right workflow for your documents.