Kayse Onboarding Form

Welcome to Kayse! 🦾

We're excited to have you join the future of client communication and start retaining more clients today 🚀 Kayse helps your business connect with clients in smarter, faster, and more secure ways — through text messages, phone calls, and in-app messaging — all powered by AI. Before you can start reaching out, we just need to verify a few details about your business and how you plan to use Kayse. Some communication channels (like texting and calling) require quick approval from U.S. wireless carriers to make sure everything follows the rules 📜. This form collects the basic info they need — such as your business name, EIN, and how you plan to communicate — so you can get approved and start messaging as soon as possible. ✅ Tip: Double-check that your information matches your official business records. The more accurate it is, the faster we can activate your account and get you up and running.

Business Registration Information

Here you will provide the legal details about your company. This information must match the official business records (such as your articles of incorporation or IRS registration) as AI is used to scan public records.

What is Your Legal Business Name? *What is the official registered name of your business?

DBA (Doing Business As) *Optional: If your business operates under a different name than the legal name above, enter it here.

Where is Your Business Registered? *Select the location where your business is registered

What is the EIN/Tax ID Number? *Enter the EIN or Tax ID Number that is associated with the business (Format: XX-XXXXXXX)

What is the Business Type? *Select your business type from the options below

What is your Business Industry? *What industry does your business belong to?

Street Address *Business street address

City *

State/Province *

Postal Code *

Business Website URL *Please provide your official business website URL

What is the main time zone for your headquarters? *This should match the address provided above and will be used as a default for compliance purposes

What is your Standard Rate for Contingency Fees? *Optional: This is only needed for new lead conversion. It is not needed for case management workflows. Please provide your standard rate (e.g., 33%, 40%). If it varies, list at least one example.

Business Contact Information

You can fill this out for yourself or any authorized representative of the company.

Contact First Name *

Contact Last Name *

Contact Email *Please provide the business email of the contact person listed above

Phone Number *Please provide the business phone number, or the extension of the contact above if applicable

Title *Please provide the title/role that the contact person has in the business (e.g., CEO, Marketing Manager)

Creating Your Client's First Impression

When your clients open your Kayse Client Portal for the first time, they'll be greeted with a personalized welcome video that sets the tone for their entire experience with your firm.

Preview of a video welcoming your clients to the mobile app experience

We can create a professional welcome video starring one of your attorneys using AI video technology. This personal touch strengthens your firm’s brand and builds trust from the very first interaction. Just let us know which attorney you’d like featured—we can work from a photo you provide, or we’re happy to find one online with your permission.

We offer two welcome video approaches: Feature Your Attorney (more personal) or an AI-Generated Avatar

💡 Why we recommend the personal approach:
Clients who see a real face from your firm feel more connected from day one. It’s a small detail that makes a meaningful difference in retention and engagement—they’re working with people, not just a portal.

Prefer a neutral approach? We can use a professional AI avatar to deliver the welcome message instead.

Option A: Sample Video of Attorney
▶️ Watch Sample Attorney Video

Option B: Sample of AI Generated Avatar
▶️ Watch Sample AI Avatar Video

Which Welcome Video Format is Preferred? *Feature Your Attorney (Recommended)AI-Generated Avatar

If you selected 'Feature Your Attorney', please provide their name: *We can work from a photo you provide, or find one online with your permission.

Additional Information

Almost there! Just a few more details needed to ensure a smooth onboarding. Please try to be as accurate as possible. The next two sections are required to complete the registration of your campaign phone numbers with the wireless carrier ecosystem. We provide recommended answers that you are welcome to use.

Messaging: Use Case Description *Briefly describe the type of messages you will send (e.g., appointment reminders, alerts). Here is an example that you may copy and paste below:

Messaging: Content Example *Please provide an example of a message you would like to send (<200 characters recommended to avoid messages being divided into more than 1 message segment). Here are some examples that you may copy and paste below:

What Local Area Code Should We Use for Your Campaign Numbers? *This matters even if your firm is national. No Toll-Free Numbers here please. Using one local area code near your office location helps clients trust calls and texts, leading to better answer rates. Kayse will automatically use the closest area code depending on phone number availability. 💡 In 2025 and beyond, carriers are actively penalizing “local presence” dialing where firms rotate many area codes. The best practice is to choose a single area code tied to your primary office location.

If you selected 'Other', enter your preferred area code: *

California SB 37 Compliance

California's Senate Bill 37 (SB 37), which has been in effect since January 1, 2026, updates how legal services can be advertised and how clients can be contacted in the state. SB 37 requires that any communications about legal services be truthful, not misleading, and clearly identify the attorney or firm behind them, including their licensed status and office location. It also expands who can enforce these rules and strengthens consumer protections against deceptive client solicitations. Because this law changes what information legal service providers must collect and share when communicating with clients, we're asking a few additional questions to ensure our communications and forms comply with SB 37's requirements and help protect both of our teams.

Do You do Business in California? *YesNo

What Purposes Will You Use Campaigns For? *LegalNon-Legal

Who Will be Contacted During Your Campaigns? *New Leads or Potential IntakeExisting Clients

⚠️ Important: If you Selected “Yes” and “New Leads or Potential Intake” Above, then you Must Provide the Licensed California Attorney’s Name and Location.

This is now required because of the recent passing of the California SB 37 law. This law requires new lead communications in California to include disclosures and have a responsible California-licensed attorney for compliance. If your business does not operate in California, or is not used to contact new leads in California, then please type “N/A” for the following questions.

Licensed California Attorney's Name *

Licensed California Attorney's Current County and State *Please provide the Attorney’s current County and State (any U.S. state is allowed if the attorney is California licensed)

Disclosure Landing Page URL *Please provide the SB 37 Disclosure URL on your business website. This might be your main website or a separate contact form or landing page.

Business Website Compliance

Before we can send messages with your business, there are strict requirements in order to meet carrier compliance. This step will make sure the business website is fashioned in an approvable manner.

✅ Use Our Opt-In on Your Website Contact Form

Copy and paste the opt-in language below for your website’s Contact Form:

☐ By providing your phone number you agree to receive informational text messages from [Insert Your Business Name]. Consent is not a condition of signup. Message Frequency will vary. Msg & data rates may apply. Reply HELP for help or STOP to cancel. I accept the Terms of Use & Privacy Policy

📝 NOTE: You must add your business website Terms and Privacy Policy links here, NOT the example ones.

☑️ Also, you must have unchecked checkboxes or dropdowns by default or the carriers will not approve you.

Caller ID Brand Name (CNAM) *What brand or business name would you like to use for Caller ID as a default for outbound phone calls and SMS text messages? If this will vary on each campaign, provide what you would like to use overall for your first campaign. (Max 15 characters)

📋 Example Contact Us Page:

This is the Kayse “Contact Us” page example. You will see a big red box with 2 check-boxes inside of it. The messages with the check-boxes are extremely important and MUST be included in the business “Contact Us” page.

There can be 1 or 2 check-boxes, but if there are none, carrier compliance will not be met which will delay your onboarding timeline.

Business 'Contact Us' Page URL from Your Website *Please provide a link to the ‘Contact’ section on your business website. This website link will be reviewed by our team before your compliance registration is submitted to prevent delays and concerns upon submission. If we detect an issue, our team will contact you with instructions of what to change, if needed.

Terms of Service URL from Your Website *Please provide a link to the Terms of Service (or Terms and Conditions) on your business website. If the business website does not currently have Terms and Conditions, they will need to be created (ChatGPT could be used to help). This is required by law now. You must have this on your website.

Privacy Policy URL from Your Website *Please provide a link to the Privacy Policy on your business website. If the business website does not currently have a Privacy Policy, one will need to be created (ChatGPT could be used to help). This is required by law now. You must have this on your website.

Phone Number Registration Fees

This is the final step! Please take a moment to review and accept the fees our carrier charges for registering your business with the carrier ecosystem for your onboarding. This process and its associated fees are mandated by US carriers.

Carrier Compliance Review and Setup Fees *One-time payment of $50 and additional compliance fees from the wireless carriers may apply which are outside of our control and will be passed through.I accept these fees

👉📖 Click here to read our Best Practices Guide to Launching Your First AI Campaign with Kayse

That way, you can launch your Kayse AI campaign fast instead of waiting weeks for integrations.

Kayse recommends a staged approach where you will start reaching clients sooner, get real results right away, and still have better automation added later.

It is the easiest way to solve today’s needs while building for the future.