Clearer ownership and workflow control
Configured stages, approvals and escalations show who is responsible for each next step.
Record
Give every case a clear outcome and full audit trail.
Lissom turns onboarding activity into a decision-ready record with configurable workflow, AI-assisted review and live visibility into where cases and teams are getting stuck.
Trusted by
Turn onboarding activity into an operational case system.
Record captures each case as a structured operational record: what came in, what was checked, what was decided, why and what happens next. Teams can review, manage and defend outcomes without relying on inboxes, spreadsheets or scattered notes.
Better visibility into where cases are blocked
Case age, waiting status and time in stage expose recurring operational bottlenecks.
Faster, more consistent internal review
Evidence, checks and AI-assisted summaries are presented together for analyst confirmation.
Stronger auditability
The case record preserves evidence, decisions, rationale, approvals and subsequent conditions.
Build audit-ready cases with less admin.
Bring case data, evidence, review activity, decisions and rationale together in one structured, auditable record.
Funnel tracking and AI insights on bottlenecks
See where applications stall, which cases are blocked and where repeat issues create operational drag.
Track drop-off, time in stage, case age, waiting cases and broader trends so teams can target bottlenecks and reduce preventable rework.
Structured orchestration with client-configured workflows
Model each case around its sections, data, assessment, workflow status and outcome.
Configure review for straightforward KYB or deeper partner-risk processes with approvals, escalations and mitigations.
AI-enabled review and automation options
Use AI to summarise cases, place evidence beside each question, suggest answers or outcomes and draft rationale for analyst confirmation.
Automate repeat checks, triage, routing and control surfacing without replacing human accountability.
Structured auditable profiles
Bring data, evidence, completed checks, analyst conclusions, approvals and ongoing conditions into one decision-ready record the firm can review, defend and revisit.
One place to review the case, manage the workflow and defend the outcome.
With Record, onboarding work becomes a structured operational system rather than a collection of handoffs and notes. Teams get clearer workflow control, better visibility into performance, faster internal review and a stronger audit trail at the end.
- Live visibility into case progress and bottlenecks
- Configurable workflows aligned to each client process
- AI assistance embedded inside review and routing
- Structured records that preserve decision history and rationale
Start with Record.
Extend across the journey.
Adaptive intake and logic
Turn static forms into a configurable journey that uses entity context, prior answers, evidence and case state to ask what matters and explain the next step in the journey.
Add your website
www.
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Websitewww.acmecoffee.co.uk
Filled from your website
What you doSpecialty coffee importer
Online or physicalOnline
Who are your main customers?
Main customersUK cafés and restaurants.
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