Onboard clients once and keep every record in step.

Client intake, onboarding, portals, reminders and CRM updates, automated so every client gets the same clear process and your records stay accurate.

Book a Free Consultation →See What We Can Automate in 14 Days

Who this is for

Is this you?

Firms onboarding clients through several manual steps
Teams whose CRM is always out of date
Practices that want a better client experience without more admin

Common workflows

What we automate

Outcomes first. Each is scoped to your systems during discovery.

Client onboardingDetails collected once and sent to every system that needs them.

Client intake & portalsSecure forms and portals for documents, details and updates.

CRM & entity managementContacts, companies and relationships kept current automatically.

Automated client leadsLeads captured, deduplicated and assigned.

Client remindersUpdates and reminders at each stage of the engagement.

Systems we integrate

Tools as proof, not the pitch

Your CRMClient portalsEmail & SMSE-signature

We recommend platforms only after discovery, and connect to what you already use wherever we can.

Everything this service covers

Automated client onboardingAutomated CRM & entity relationship managementAutomated client leadsClient intake portalClient portal developmentAutomated client reminders

Implementation approach

How we deliver it

01Discover & mapWe map the workflow, systems and hand-offs as they run today.

02Design & buildWe simplify first, then build and test inside your environment.

03Prove for 14 daysWhere suitable, one agreed workflow is measured against your baseline.

04Monitor & optimiseWe monitor what we build and keep improving it.

Example automation

One workflow, start to finish

An illustrative example. Yours is designed around your systems.

TriggerClient signs the engagement letter

Automated step 1Client portal account created

Automated step 2Intake form and document requests sent

Automated step 3CRM stage updated

Automated step 4Welcome email and first-meeting booking sent

Human reviewStaff check identity documents before work begins

Security & human review

Designed secure

Portals and forms collect only what the process needs. Identity and compliance checks keep a person in the loop.

Security is a design input from the first architecture decision, not a review before launch.

How we work →

FAQs

Common questions

Which CRMs do you work with?

Most CRMs with an API. We confirm during discovery and recommend changes only if yours can't do the job.

Is a client portal secure?

Access is scoped per client, data collected is minimised and activity is logged.

How does the 14-day trial work?

We automate one agreed workflow for 14 days at no cost, with access confirmed, a baseline recorded and success criteria agreed up front. You see the measured result before deciding to continue.

Related services

Next step

Your systems, working as one.

Start with a free consultation. If there's a clear first workflow, we can prove it in 14 days.

Book a Free Consultation →Our Process