Client completes onboarding while you have a coffee
All client data & documents synced to your CRM
Secure Digital ID Verification
Safe Document Storage
Generate Third Party Authority
Client & Document Sharing
“Lens was built from frustration with clunky fact finds and repetitive data entry. It's strengthened my
referral network — with exceptional feedback from clients and partners alike.”
Curt Hall
Founder & Financial Adviser
Lens Intelligence
Paraplanner requests and meeting notes, drafted by AI.
Live transcripts, summarised meetings and complete paraplanner requests — generated
automatically from every fact find.
Goals, risk profile, recommendations and meeting notes — packaged and ready
to send.
AI Analysis
Client has moderate risk tolerance with a focus on retirement at 60. Recommended
strategy: diversified portfolio weighted 60% to growth assets, with a review of IP cover
for partner
Real-time forms
See them type. Help them finish.
Collaborate live, side by side — no screen-share, no waiting.
Full name
Sarah Chen
Email address
Mobile number
Marital status
Automated comparisons
Year on year, at a glance.
Spot what changed between reviews — instantly.
Item
2024
2025
Salary
$118,000
+8%
Super
$94,200
+12%
Mortgage
$420,000
−4%
Net worth
$612,500
+9%
Refer & share
Refer once. Their form fills itself.
Send a client's profile and uploaded documents to any partner — accountant, mortgage
broker, financial planner. Their form populates instantly. No more double entry.
SC
Sarah ChenProfile · 4 documents · encrypted
Refer
A
AccountantForm auto-filled · 0 keystrokes
M
Mortgage brokerAuto-filling 84 fields…
F
Financial plannerReady to refer
›
Third-party authority
Authority, signed in seconds.
Pre-filled, e-signed and sent — no PDFs, no chasing.
Authority Form
Sarah Chen
✓ Signed
Document ID Verification
Identity verified. Instantly.
Verify your clients' identity documents instantly with RAPID ID's advanced verification
technology — without leaving the fact find.
Passport · AUSPowered by RAPID ID
Sarah J. Chen
Date of birth14 Mar 1989
Document №PA1234567
IssuedAustralia
✓ Verified · 100% match
Instant document verification
Automated compliance checks
Fraud detection & prevention
Embeddable onboarding
Drop it on your website.
A single line of code turns any page into a lead-capture and onboarding flow.
1<!-- Embed Lens onboarding -->
2<scriptsrc="https://lens.app/embed.js">
3</script>
4<divdata-lens-form="client-onboarding">
5</div>
CRM Integration
Sync client data to any CRM.
Lens writes directly to your practice management platform — no exports, no duplicate
keying.
Lens
AdviserLogic
Intelliflo
Xero
Salesforce
HubSpot
+ your CRM
Practice management
Built for Intelliflo.
A native integration with Intelliflo's powerful practice management platform.
intelliflo.
● Connected
Real-timesync
One-clickSetup
Fact-finder
Built for AdviserLogic.
The fastest path from initial enquiry to a populated AdviserLogic record.
AdviserLogic
● Connected
Field-levelAuto mapping
ZeroRe-keying
A new pace for client onboarding.
87%
less time on admin
15mins
average completion time
1.5hrs
Saved generating paraplanner requests.
Questions, answered.
How does the AdviserLogic integration work?
Lens writes directly to AdviserLogic in real time. Every field your client completes maps to the right
AdviserLogic record — no exports, CSVs or re-keying.
Is it really free?
Yes. The free tier supports up to 5 clients with every feature included — no credit card, no time limit.
Paid plans unlock larger client volumes.
How is client data secured?
All sensitive documents are encrypted at rest and protected by 2FA and one-time security PINs. Identity
verification is performed via RAPID ID.
Who is Lens for?
Financial planners, accountants, mortgage brokers and real estate agents — anyone who collects detailed
client information at scale.
Can I customise the fact-find?
Yes. Tailor sections, add or remove fields, configure risk profiling and scope of advice to match how
your practice works.
Pricing
Simple plans. Start free.
Begin with the free tier. Scale as your practice grows.