AI Solution

A professional services firm automates client onboarding from first call to signed engagement

A busy professional services firm was re-entering the same client details across several systems before any client work could begin.

Professional Services · Client Intake · AI Automation

Before
  • Intake details re-typed from calls and emails into several systems
  • Engagement letters prepared manually for every new client
  • New clients waited days for confirmation
After
  • Intake captured once and passed to every system automatically
  • Engagement documents generated and sent for e-signature in minutes
  • New clients onboarded the same day

What we did: Mapped the onboarding process end to end, built an AI Automation for intake, document generation, and follow-ups, and trained staff to handle exceptions.

Same dayClient onboarding
80%Less manual data entry
5+ hrsStaff time saved every week

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