> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/client-management/client-area/client-area-overview.md).

# 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.

{% hint style="warning" %}
**Using the Client Area is optional**, but it helps streamline client interaction and data collection.
{% endhint %}

<figure><img src="https://3662340878-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEPYbUyx2XzN4MZafhVLO%2Fuploads%2FdiHmudGg6WjGZ7EKyMYx%2F%D0%BA%D0%BB%D0%B0%D0%B5%D0%BD%D1%82.png?alt=media&amp;token=2b92639c-82b9-42fd-887e-0b1bde5f4fa0" alt=""><figcaption></figcaption></figure>

## 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.