🔒 PROTOTYPE DEMO · Form templates — the blueprints. Use one to create forms for the clients on its record template.
Collection
Form templates
The blueprints you issue. Each is bound to a record type and a CRM record template.
Forms

Your smart AI builder
for every application form

Describe it, upload it, or start from scratch — built for JY Global

Build from our Excel checklist New client onboarding Fund application Annual AML refresh
or Start from a blank form · Duplicate an existing one
Your form templates Editing a published template changes what every future client sees
Client Onboarding 2026 LIVE
Client · Standard client · 5 pages
16/22
16 of 22 fields are required
Used by 7 clients
Fund Application LIVE
Client · Fund client · 6 pages
24/31
24 of 31 fields are required
Used by 2 clients
Annual AML Refresh LIVE
Client · Standard client · 2 pages
9/12
9 of 12 fields are required · published 12 Aug
Used by 2 clients
Introducer Take-on ARCHIVED
Introducer · Standard introducer · 3 pages
Superseded by Client Onboarding 2026
Used by 2 clients
Blank form
Upload what you use today

Attach the Excel tracker or the Word application form. Scanned PDFs work too — the portal already reads them.

Or just describe it

"An onboarding form for a Cayman fund, five pages, with passport uploads for each director."

The wording stays yours

AI proposes pages, field types and CRM bindings. What you actually ask a client during KYC is a professional judgement, so it never rewrites your questions.