FormSlam: Transforming Workflows Across Industries

Our AI-powered platform digitizes, automates, and streamlines complex paper-based processes into collaborative team workflows for a wide range of sectors, ensuring compliance, collaboration, and efficiency. Discover how FormSlam solves your industry's unique challenges.

Financial & Investment Services

Financial institutions face immense pressure from complex regulatory forms, multi-party approvals, and the need for impeccable audit trails. FormSlam automates the digitization and collaborative filling of these critical documents, reducing risk and accelerating operations.

Corporate Account Opening
Multi-section, legal, tax, and AML compliance.
  • Streamline complex onboarding for new corporate clients.
  • Ensure all legal and tax requirements are met efficiently.
FATCA/CRS Self-Certification
Jurisdiction-dependent, high regulatory risk.
  • Automate collection of critical tax compliance data.
  • Reduce errors and ensure adherence to international regulations.
UBO Declarations
Multi-entity, legal sign-offs required.
  • Simplify the process of identifying Ultimate Beneficial Owners.
  • Ensure proper legal sign-offs and documentation.
Investment Risk Profiling
Compliance and financial advisor review.
  • Digitize questionnaires for accurate client risk assessment.
  • Facilitate collaborative review between advisors and compliance.
Trade Finance Applications
Multi-party, bank + client + shipping coordination.
  • Coordinate complex applications involving multiple stakeholders.
  • Improve transparency and speed in trade finance processes.
Large Credit/Syndicated Loan Applications
Joint review by credit, legal, risk teams.
  • Enable seamless joint review and approval workflows.
  • Ensure all departments contribute efficiently to large loan processes.

Legal & Regulatory Compliance

Legal and compliance departments are burdened by extensive documentation, multi-party sign-offs, and the need for meticulous audit trails. FormSlam ensures accuracy, security, and efficiency in managing critical legal and regulatory forms.

Power of Attorney Documentation
Legal, notarized, multiple parties involved.
  • Digitize and manage sensitive legal authorizations.
  • Facilitate secure multi-party review and notarization.
Entity Incorporation Forms
Registered agents, directors, multiple signers.
  • Streamline the creation and submission of new entity documents.
  • Ensure all required signatures and details are captured.
Compliance Checklists (GDPR, FCPA)
For internal audits and regulatory adherence.
  • Automate and track internal compliance audits.
  • Maintain a clear, auditable record of adherence to regulations.
Client Onboarding for Regulated Services
Law firms, fiduciaries, and advisory services.
  • Simplify and secure client intake for highly regulated industries.
  • Ensure all necessary disclosures and agreements are captured.
Regulatory Reporting Templates
Automated compliance submissions and filings.
  • Streamline regulatory reporting across multiple jurisdictions.
  • Ensure timely and accurate compliance submissions.
Legal Document Review Workflows
Multi-party review and approval processes.
  • Facilitate collaborative legal document review.
  • Maintain audit trails for all review and approval steps.

Industry-Specific Operations

From property management to construction and insurance, many industries rely on complex, often paper-based forms for daily operations. FormSlam digitizes these workflows, enhancing efficiency, accuracy, and collaboration across diverse sectors.

Commercial Lease Agreements
Lengthy, multi-clause, lawyer-reviewed.
  • Digitize and manage complex lease documents.
  • Facilitate collaborative review and secure e-signatures.
Buyer/Seller Compliance Packages
KYC/AML + tax + legal for high-value transactions.
  • Streamline compliance for real estate transactions.
  • Ensure all regulatory and legal requirements are met.
Commercial Policy Applications
Risk-heavy, reviewed by underwriters.
  • Digitize complex insurance applications.
  • Facilitate efficient underwriting review and approval.
Claims Documentation for Corporate Assets
Photos, annexes, legal review.
  • Streamline the collection of claims evidence.
  • Enable collaborative review by legal and claims teams.
Permit Application Forms
Multi-agency approval flow.
  • Digitize and manage complex construction permits.
  • Streamline approvals across various government agencies.
Contractor Compliance & Onboarding
Safety, insurance, and documentation.
  • Streamline onboarding for new contractors.
  • Ensure all safety and insurance documents are in order.

Cross-Industry & Professional Services

Beyond specific industries, FormSlam empowers professional services and government agencies to streamline their document workflows, ensuring compliance and improving operational efficiency.

Vendor Onboarding for Regulated Procurement
Security clearance, extensive documentation.
  • Streamline the complex onboarding of new vendors.
  • Ensure all security and compliance documents are collected.
Export/Import Control Declarations
Legal + compliance review.
  • Automate and track international trade compliance forms.
  • Facilitate review by legal and compliance teams.
Subcontractor KYC & Compliance
Defense, aerospace, infrastructure.
  • Ensure all subcontractors meet necessary compliance standards.
  • Streamline due diligence for critical projects.
Statement of Work (SoW) Templates
Multi-phase deliverables, legal + commercial review.
  • Digitize and manage project scope and deliverables.
  • Facilitate collaborative review by legal and commercial teams.
Risk/Compliance Assessments
Auditable, collaboratively completed by client + consultant.
  • Automate and track risk and compliance evaluations.
  • Enable seamless collaboration between internal teams and clients.
Government Contract Compliance
Multi-agency requirements and reporting.
  • Streamline compliance for government contracts.
  • Ensure adherence to all regulatory and reporting requirements.

Ready to Transform Your Team Workflows?

Explore how FormSlam can specifically address and transform your organization's unique document workflows into collaborative team processes.