Intake, KYC and renewal agents for cross-border incorporation
An agent that answers jurisdiction, fee and document questions from your own price sheets — not the open internet — qualifies cross-border founders, runs KYC collection to a complete file, and reminds every client before every annual deadline, across your site, WhatsApp and Telegram.
Answers from your fee sheets, not the internet
Jurisdiction rules, fees, required documents, timelines — answered from your own price sheets and formation guides, with your wording. The open internet gives founders outdated or wrong incorporation rules; the agent answers from your canon, and says it doesn't know rather than inventing a requirement.
One agent, every jurisdiction
Hong Kong, Singapore, a US LLC, a UK Ltd, BVI — each jurisdiction's rules loaded as knowledge, one agent handling all of it. It works out which jurisdiction a founder is actually asking about, qualifies the enquiry (entity type, purpose, nationality, budget, timeline) and hands your team a structured summary.
KYC that collects itself
After the sale, the agent runs the document checklist conversationally — passport, proof of address, business scope, shareholder and director details — and chases whatever is missing, in the client's language, until the file is complete and a human starts from a finished folder.
Never a missed renewal
Annual return, business-registration renewal, tax filing, audit — each deadline is per jurisdiction and per client. Timezone-aware scheduled reminders reach the client, and your team, before each one. This is where the recurring revenue is, and where clients are lost to a forgotten date.
In the founder's own language
Your clients are overseas — the agent replies in the language they wrote in, from the same knowledge, so a Spanish- or Chinese-speaking founder gets the same answer as an English one without a second team.
Remembers the client, year after year
Each client's company, jurisdiction and filing history is held across the whole relationship. Year two doesn't start with "which company was yours again" — the renewal conversation opens already knowing.
Where it fits
Company formation is a consult-heavy, follow-up-heavy business with a thin team. The same pre-sales questions arrive all day — how much, which jurisdiction, do I need a local director, how long, can you open a bank account, what about annual filing — from founders in time zones where nobody is staffed. Then every client turns into a KYC collection, and every incorporated company turns into a yearly compliance calendar. The agent runs that whole arc, starting from the first anonymous website question.
The questions it answers on day one
These are the questions founders actually ask, answered from your own documents:
- Which jurisdiction should I choose? Answered against your own comparison of the jurisdictions you serve — not a generic internet list — with the trade-offs you'd actually raise.
- Do I need a local director or secretary? A registered address? From your jurisdiction guides, with your current requirements.
- What does it cost, all in? From your fee schedule, including the annual costs founders forget to ask about.
- How long does it take, and what do you need from me? The timeline, and the exact document checklist, so the KYC starts immediately.
- Can you handle the bank account, the VAT, the tax number? Whatever your firm actually offers — and a clean "we don't do that" where you don't, instead of a hallucinated yes.
What gets deployed
- A single company-formation agent on the website widget, the firm's WhatsApp number and Telegram, sharing one conversation memory per client.
- The firm's fee schedules, jurisdiction guides and document checklists as a knowledge base — the agent answers from those, grounded, and never invents a rule it can't source.
- A qualification playbook: jurisdiction, entity type, purpose, nationality, budget, timeline — collected conversationally and pushed to the team as a structured lead.
- A KYC checklist the agent works through after the sale, chasing missing documents in the client's language until the file is complete.
- A compliance calendar: per-client, per-jurisdiction renewal and filing reminders, timezone-aware, sent before each deadline.
What this changes
The 3am enquiry from an overseas founder is answered while it's warm, in their language, and qualified before anyone on the team wakes up. KYC arrives as a finished folder instead of a fortnight of email. And the renewal that used to depend on a spreadsheet and someone remembering now opens itself — which is the difference between a one-off registration fee and a client who renews for years.
What your clients keep asking
Every question the agent can't answer is logged and ranked. Founders repeatedly asking about a jurisdiction you don't offer yet is a signal — to add it, or to write the page. The place your clients speak most freely is the best product research you have.
Frequently asked
- Will the agent give clients wrong incorporation advice?
- It answers only from the documents you upload — your fee sheets and jurisdiction guides — and is built to say it doesn't know rather than invent a requirement. It won't quote a rule it can't source in your own materials.
- Can one agent handle several jurisdictions?
- Yes. Load each jurisdiction's rules as knowledge — Hong Kong, Singapore, a US LLC, a UK Ltd, BVI — and one agent works out which one a founder is asking about and answers from the right guide.
- How does it collect KYC documents?
- After the sale it runs your checklist conversationally — passport, proof of address, business scope, shareholder and director details — and chases whatever is missing, in the client's language, until the file is complete.
- Does it work with overseas clients who don't speak English?
- It replies in the language the client wrote in, from the same knowledge, so a Spanish- or Chinese-speaking founder gets the same answer as an English one without a second team.
- Can it handle annual renewals and filing deadlines?
- Yes. Each client's renewal, annual-return and tax deadlines are tracked per jurisdiction, with timezone-aware reminders sent before each date to the client and your team.
- What does it cost to run?
- Usage-based — you pay for what your clients' conversations actually use, with a free tier to start and no per-seat licence.