Case Study
- Accounting & - Finance

Automating Client Onboarding

The challenge​​

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Accountants and finance teams spend a disproportionate amount of time chasing clients for missing information, documents, and confirmations. This slows down delivery, creates frustration on both sides, and reduces time available for higher-value advisory work.

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The solution

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We built an automated client onboarding and document-collection system that guides clients through what’s needed, tracks progress, and follows up automatically — without manual chasing.

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What we built

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• Automated enquiry → client onboarding workflow

• Structured intake form capturing key client details

• Automatic creation of client folders and checklists

• Scheduled follow-ups for missing documents

• Integration with accounting tools and CRM systems

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Typical outcomes

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• Faster onboarding of new clients

• Fewer follow-up emails and phone calls

• Clear audit trail of received and outstanding documents

• More consistent, predictable delivery timelines