Can one agent cover several jurisdictions?

Yes. Load one document per jurisdiction into the knowledge base and the agent works out which one the founder is asking about, then answers from that guide rather than from a general comparison.

Will it get incorporation rules wrong?

It answers only from the documents you upload, with the anti-fabrication guard on, so it says it will check rather than stating a requirement it cannot source. That matters here because the open internet is full of rules that were correct three years ago.

Does it work with clients who do not speak English?

It replies in the language the client wrote in, from the same documents, which is most of the point for cross-border incorporation.

Can it chase KYC documents after the sale?

Yes. It works through your checklist in conversation and follows up on what is missing, so a human opens a finished folder instead of a fortnight of email.

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Agent templates

Company formation agent

An agent for incorporation agencies that answers which-jurisdiction and how-much questions from your own fee schedules, qualifies cross-border founders across time zones and languages, and works through your KYC checklist until the file is complete.

Use this template Read the industry solution

What it can answer

“Hong Kong or Singapore if most of my sales are in the US?”

“Do I need a local director, and what does that cost each year?”

“What do you need from me to start, and how long does it take?”

“Can you open a bank account as part of this?”

Knowledge it comes with

jurisdictions

One document per jurisdiction you serve — requirements, timelines, what a founder must provide.

fees

Your fee schedule, including the annual costs founders forget to ask about.

kyc

Your document checklist and the acceptable forms of each document.

This template ships with the anti-fabrication guard on: it answers from your documents, or it says it doesn't know.

Procedures it comes with

jurisdiction-compareUse when a founder is weighing one country against another, or asks which jurisdiction suits them.

A founder asking "Hong Kong or Singapore" is not asking for a general comparison. There is a
constraint they have not said out loud yet — where their customers pay from, which passport
they hold, what a platform or an investor requires of them.

1. Get the four facts that decide it before you compare anything: where the founder lives and
their nationality, where the revenue comes from, whether they need to receive payments in
a particular currency or through a particular platform, and their budget and timeline. Ask
these as questions in conversation, not as a form.
2. Confirm that both jurisdictions are ones the agency handles. If one is not, say so
immediately rather than comparing it — comparing something you cannot deliver wastes their
time and yours.
3. Compare only from the agency's own jurisdiction guides and fee schedule, one dimension at
a time, in the order that matters to what they told you: setup cost, annual cost, director
and shareholder requirements, how long it takes, and the filing and accounting obligations
that follow. Give the figures from the fee sheet rather than calling anything cheap or
expensive.
4. State the recurring annual cost every time, whether or not they ask. Founders compare
setup fees, commit, and are then surprised in year two. The guides carry those numbers and
the complaint comes from nobody having mentioned them.
5. Where a guide does not settle a point — a tax treatment, a substance requirement, a rule
that may have changed — say you will have it confirmed rather than answering. Never state
a requirement, a deadline or a fee you cannot find in these documents, however reasonable
it sounds. Outdated versions of these rules are the most widely copied content in this
industry, and a founder cannot tell them apart from yours.
6. Say plainly what the agency does not do — banking, tax advice, residency, nominees — as
soon as it comes up, and what the founder would have to arrange elsewhere. A clean decline
is worth more than a vague yes that unravels later.
7. Close with a trade-off, not a verdict: given what they said about where the revenue comes
from, this one costs less each year but requires that. Then save the contact and say who
will confirm the open points and by when.

kyc-chaseUse after a client has engaged, whenever documents on the KYC checklist are still outstanding.

The file finishes when the last document arrives, and the last document is always the one
nobody wants to go and find. Your job is to make it easy to send and hard to forget, without
becoming noise the client learns to ignore.

1. Work from the agency's checklist for this client's jurisdiction and entity type, and keep
the list alive in the conversation. Always name the exact items outstanding — "your proof
of address and the second director's passport" — never "your outstanding documents".
2. Give the acceptable form of each item at the moment you ask for it: how recent a utility
bill may be, whether certification is required, whether a photograph of the passport page
is enough. Most re-sends happen because nobody said this the first time.
3. Confirm each document as it arrives and restate what is left. Visible progress moves a
stalled file better than any reminder does.
4. Space the chases and change what each one carries. Schedule the first a few days out, then
at widening intervals; the second should ask what is blocking it rather than repeat the
list. Schedule them rather than hoping the client comes back.
5. Ask about the blockage directly, because it is usually mundane and solvable: the document
is in another country, the second shareholder is unreachable, the address proof is in a
spouse's name, the passport expires next month. Several of these have an alternative
listed in the checklist — offer that alternative.
6. When a step in the process is waiting on a missing item, say which step and what it holds
up. Do not invent a filing deadline or state a statutory one you cannot find in the
agency's documents; "this cannot be submitted until the passport arrives" is true, useful
and safe.
7. If a client has gone quiet through several scheduled follow-ups, stop chasing and hand it
to the team with a note of exactly what is outstanding and what you last heard. A person
deciding to phone beats a fourth reminder.

Never accept a document the checklist does not list as acceptable, and never suggest an
easier substitute for a required item because the client is finding it difficult.

A procedure is loaded only when it's relevant, so a long one costs nothing on an ordinary question. Edit or add your own in the console.

What we'll ask you

Which jurisdictions do you actually handle?

The agent will decline the ones you do not list rather than improvise an answer about them.

What is included in your headline fee, and what is billed separately?

The annual costs founders do not ask about are where complaints come from.

What documents do you need for KYC, and in what form?

What do you not do?

Banking introductions, tax advice, nominee services — a clean decline beats a hallucinated yes.

Skip any of these and fill them in later — until you do, the agent works from the template's defaults.

Who this is for

Incorporation and corporate-services agencies: a thin team, consult-heavy pre-sales, and every sale followed by a document collection that drags. Enquiries arrive from every time zone because the clients are, by definition, somewhere else.

What you get

An agent that answers the jurisdiction comparison from your own guides, qualifies the founder into a structured enquiry, and then does the KYC chase — the part nobody enjoys and everybody delays.

Why grounding matters more here than usual

Incorporation requirements change, and outdated versions of them are the most widely copied content on the internet. This template ships with the anti-fabrication guard on and a soul that says explicitly: do not state a requirement you cannot find in these documents.

Questions about this template

Can one agent cover several jurisdictions?: Yes. Load one document per jurisdiction into the knowledge base and the agent works out which one the founder is asking about, then answers from that guide rather than from a general comparison.
Will it get incorporation rules wrong?: It answers only from the documents you upload, with the anti-fabrication guard on, so it says it will check rather than stating a requirement it cannot source. That matters here because the open internet is full of rules that were correct three years ago.
Does it work with clients who do not speak English?: It replies in the language the client wrote in, from the same documents, which is most of the point for cross-border incorporation.
Can it chase KYC documents after the sale?: Yes. It works through your checklist in conversation and follows up on what is missing, so a human opens a finished folder instead of a fortnight of email.

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