Client Area Overview

Learn what the Client Area is and how it works.

Overview

The Client Area is a separate Trustform interface designed for company clients who submit applications independently – without the involvement of Account Managers. Through this interface, clients can enter their data, complete forms, track application statuses, and provide additional documents upon request.

Using the Client Area is optional, but it helps streamline client interaction and data collection.

Functionality

Account Creation

Once the company enables the Client Area, clients gain access to Trustform via a magic link – no password is required.

When creating an account, clients select the account type (Individual or Legal Entity). Depending on the type, biometric verification may be required – such as a face scan and passport photo.

Applications

The Client Area supports the submission of multiple applications at once. All applications are displayed in a table with key details – Name, Type, Status, and Date.

Forms and Data

Forms are tailored to each company’s specific requirements and may include sections for Applicant Details, Attorneys, Nominated Accounts, and Ownership Structure. If relationship data collection is enabled, clients can view their ownership structure as a visual diagram.

All data entered is securely stored and can be reused for autofill in future submissions. Internal Trustform data remains inaccessible to clients.

Notifications

When an application’s status changes, the client receives an email notification. If additional information is required, an email is sent containing the request text and a link to Trustform, where the requested documents can be uploaded.