✦The challenge
Where the time and money were leaking
Staff spent a full day a week emailing clients for documents. Onboarding a new client took 7+ days of back-and-forth. Deadline tracking lived in three spreadsheets that disagreed.
✦What we built
- 1
Automated onboarding: KYC/AML, engagement letter e-signature, portal setup, and payroll/bookkeeping configuration from one signed proposal.
- 2
Built document request sequences with secure upload links and reminders every three days until received.
- 3
Deployed a verified-client assistant for 'what do you need from me?' and deadline questions, with advisory topics escalated to the client's manager.