CONSEN lets your organization design complete apply flows: application forms, document upload, identity verification, e-signature and payment collection, with rules and reviewer workflows that approve, decline or request changes. Every step and decision is recorded.
Design forms, steps and rules in a visual designer, or let the AI-assisted designer draft them from a description. No developers required.
Identity verification, screening checks, e-signature, payments and email notifications run as automated steps, so your team stops re-keying data and chasing documents.
Applicants save and finish later, upload documents from any device, and follow their status in their own dashboard instead of emailing for updates.
A full audit trail records each submission, check and reviewer decision. Data is encrypted in transit and at rest, and access is role-based.
Review queues show the application, documents and check results in one place, so reviewers can approve, decline or request changes without switching tools.
Forms, documents, verification, signatures, payments and review live in one platform, in a branded workspace for your organization.
1. Map Your ProcessLay out the steps of your process in the visual workflow designer, or describe it and let the AI-assisted designer draft a first version.
2. Design Your ExperienceBuild application forms with validation and required fields, so applicants submit complete information and the right documents the first time.
3. Configure & LaunchAdd rules, branching and scoring, plus steps for ID verification, screening checks, e-signature and payment. Publish to your branded workspace.
4. Automate & MonitorAutomated steps run on their own. Reviewers work from a queue to approve, decline or request changes, and every action is logged.
5. Scale & OptimizeAdjust forms, rules and timers as your requirements change, and add new application types without waiting on a development team.
Required fields, document upload and save-and-finish-later
Reviewers see the full file and check results in one place
Every step and decision is captured in the audit trail
Build application forms with validation, required fields and conditional questions. Applicants can save and finish later.
Applicants upload the documents you ask for directly into their application, where reviewers see them alongside the form.
Business users map out and change workflows themselves, so each intake process matches how your organization actually works.
Design multi-step processes in a drag-and-drop designer. Rules and branching adapt each flow to the applicant's answers, without coding.
Route submissions to reviewers by role. Reviewers approve, decline or request changes, and timers and email notifications keep items from stalling.
See where every application stands. Applicants follow their own status in a personal dashboard, and every step and decision is recorded in the audit trail.
Add identity verification, credit, background and AML screening, e-signature and payment steps from pluggable providers, all inside the same flow.




The same building blocks adapt to the intake and approval processes of many industries
• Client onboarding and account applications
• Identity verification and AML screening steps
• Secure document collection
• Reviewer approval before an account is opened
• Client intake without the paperwork
• Intake questionnaires with branching
• Engagement letters signed online
• Retainer payments collected in the same flow
• Patient registration and intake forms
• Insurance card and document upload
• Consent forms signed electronically
• Applicants save and finish later
• Applications and claims intake
• Rules and scoring to route each submission
• Supporting documents attached to the file
• Request changes from the applicant when something is missing
• Candidate and employee onboarding
• Background screening as a workflow step
• Offer and policy documents signed online
• Timers and email reminders for outstanding items
• Admissions and enrollment
• Application forms with document upload
• Application fee collection
• Reviewer queues for admissions decisions
The controls in place today, and what is on our roadmap
• Strict tenant isolation
• Encryption in transit (TLS) and at rest
• Role-based access: admin, designer, reviewer, applicant
• Full audit trail of every step and decision
• Managed cloud infrastructure on AWS
• A branded workspace per organization at yourname.consen.co
• Nothing to install or maintain
• Continuous monitoring
• Identity verification providers
• Credit, background and AML screening
• E-signature and payment collection
• Email notifications
• One file per applicant with forms, documents and check results
• Per-applicant dashboards
• Data encrypted at rest
• Access limited by role
• Describe a process in plain language
• Get a draft form and workflow
• Review and adjust in the visual designer
• Publish when you are ready
• Implementation assistance
• Help designing your first flows
• Email support
• Regular product updates
SOC 2, GDPR and HIPAA are on our roadmap. We do not hold these certifications today, and we are happy to walk you through our architecture and current controls in detail.