Use case
New Client Onboarding & KYC
Collect identity documents, contracts and compliance forms in one verified, encrypted space — no portal, no plugin, no email attachments.
What it is
A single encrypted channel for the first weeks of a client relationship: identity verified once with PostNumber, KYC documents collected in the same place they will be needed later, and every exchange timestamped so the onboarding file is complete before the first mandate is signed.
Why onboarding belongs in Letro
Verified from the first message
Every client holds a PostNumber issued after passport verification, so you know who is on the other end before the first document moves.
One space for every onboarding document
Identity documents, contracts and compliance forms arrive in one encrypted, access-controlled channel instead of scattered attachments and upload links.
A record you can show a regulator
Delivery and receipt of every onboarding document is timestamped and tamper-evident, with export available when you need to evidence the process.
Cross-border without the friction
Clients open Letro from their phone in any country. No portal accounts, no plugins, no complex setup on their side.
How onboarding works in Letro
From invitation to a complete, auditable client file — without leaving the channel.
Invite the client
Send an invitation; the client installs Letro and verifies their identity once with PostNumber.
Request the documents
Ask for identity documents, contracts and forms in the client's channel; everything arrives end-to-end encrypted.
Review with the right people
Compliance, the relationship manager and legal review in the same Workspace, with access scoped by role.
Keep the record
The timestamped delivery record stays with the client file and can be exported when an auditor or regulator asks.
Discuss Your Deployment Model
Whether you need a standard rollout, private infrastructure, or stricter residency and isolation requirements, Letro gives you a trustless foundation for secure client communication.
