Onboard a client in one verified channel
Identity verified once. Every KYC document collected and timestamped in one encrypted space.
One channel for the first weeks of a client relationship
Identity is verified once with PostNumber. KYC documents land in the place they will be needed later, not in an inbox.
Every exchange is timestamped, so the onboarding file is complete before the first mandate is signed.
Animation: an onboarding workflow is described, Private AI requests documents from the client in the chat, flags an out-of-date bill, and the case is marked ready for review.
Letro’s own AI, working inside your boundary
Private AI is the assistant built into Letro. It runs in an environment assigned to your organisation, bound to verified PostNumber identities. In onboarding, it turns your requirements into a workflow, asks each client for their documents in the same channel and flags what needs a second look. Your compliance team makes the final decision.
About Private AI →Private AI is in preview; details may change before general release. The workflow shown above is illustrative, with fictional names.
From invitation to an auditable client file
Invite the client
Send an invitation. The client installs Letro and verifies once with PostNumber.
Request the documents
Identity papers, contracts and forms arrive end-to-end encrypted in the same channel.
Review with the right people
Compliance, the relationship manager and legal work in one Workspace, scoped by role.
Keep the record
The timestamped delivery record stays with the file and exports when a regulator asks.
Four reasons onboarding belongs here
Verified from the first message
Every client holds a PostNumber issued after passport verification. You know who is on the other end.
One space, every document
Identity papers, contracts and compliance forms in one access-controlled channel instead of scattered attachments.
A record you can show a regulator
Delivery and receipt are timestamped and tamper-evident, with export when you need to evidence the process.
Cross-border without friction
Clients open Letro from their phone in any country. No portal accounts, no plugins, no setup.
Discuss your deployment model
Standard rollout, private infrastructure, or stricter residency and isolation. The evidential foundation is the same.