More complete onboarding briefs
Bring the relevant context together before the team responds.
AI & automation for professional services
Get the admin ready before the work begins.
Prepare client briefs and coordinate routine requests with your team approving the important steps.
Enquire about this packageSee scope & deliverables Assistant preparesA useful brief.
Ready for a person.
Ready for a person.
- Request organised
- Approved context found
- Next owner identified
Team review Human approval
What gets in the way
Your team should not have to hold it all together.
A new client means another series of document requests, internal reminders, and status updates. Information lives across inboxes and shared folders, and the team repeats the same coordination every time.
The outcome we work toward
Less friction.
More forward movement.
Less repetitive coordination
Give the next step a clear owner and an understandable path.
Clearer next actions for the client team
Make the experience easier to operate and improve over time.
Measure what matters
Success should be
something you can see.
We choose measures relevant to this scope and record a starting point. For this workflow, these may include:
- Time to a complete onboarding brief
- Repeated requests for missing documents
- Client tasks without a clear owner
These are proposed measures, not promised results. Targets are agreed from your baseline.
How it could work
One practical change
to the working day.
A new client submits their initial information. The workflow checks the administrative checklist, flags missing items, and prepares the next request for the account owner to review.
An illustrative workflow. Your implementation is shaped around your systems and operating rules.Your starting package
Client onboarding automation.
Prepare client briefs and coordinate routine requests with your team approving the important steps.
Enquire about this packageDiscovery first. A written proposal
before you commit to delivery.
before you commit to delivery.
What you take forward
- Structured onboarding intake
- Checklist and reminder workflow
- Owner approval and exception handling
- Scenario testing and team handover
Scope & investment
Agreed after discovery, with clear milestones and any ongoing costs shown separately.
Who it is for
Consultancies, accountants, and service teams looking to improve one defined workflow before a wider rollout.
How we agree it is ready
Review the agreed scenarios with your team, including missing information and exceptions. Compare “time to a complete onboarding brief” with the starting point agreed in discovery.
What we need from you
Your onboarding checklist, document handling rules, current tools, and a named owner for the client journey.
Scope boundaries
One agreed workflow, its knowledge sources, and named integrations. Model usage, third-party subscriptions, and additional workflows are quoted separately.
A CLEAR WAY FORWARD
Know what happens next.
Start with a conversation. Commit when the scope feels right.
Submit your enquiry
Choose a package and tell us what you want to improve. No payment is needed to start.
Your goals and starting contextOnboarding & discovery
Meet the people doing the work. We map your workflow, review your tools, and agree what a useful first result looks like.
A focused brief and success measuresReview & payment
Review the scope, timeline, deliverables, and costs. Once you approve, we arrange the agreed initial payment before delivery starts.
An approved proposal and payment scheduleMilestones & handover
Review progress at agreed milestones, give feedback, and approve the result. We finish with testing, documentation, and a team walkthrough.
Work you can review, use, and own
Built with your team in control.
Your team reviews client-facing advice, commitments, and sensitive documents. We define approvals and access around the service you provide.
What does the first engagement include?
The client onboarding automation begins with one agreed workflow. We define the acceptance criteria, deliver the scoped work, test it with your team, and hand over the operating guidance. The proposal confirms integrations, training, and launch support.
Can this work with our existing software?
We check the actual tools, available integrations, permissions, and vendor restrictions during discovery. The scope identifies what can be connected and what needs a manual step. You do not need to replace a system simply to start.
What do you need from us?
Your onboarding checklist, document handling rules, current tools, and a named owner for the client journey.
What will it cost, and what happens after launch?
We provide a written quote after reviewing the workflow. Implementation, ongoing support, and third-party subscriptions are separated. You can agree a maintenance and improvement package, with coverage and responsibilities defined before launch.
What should a clinic automate first?
Start with the administrative work that interrupts the front desk, then build a careful path from request to staff review.
Start with the outcome
Make this work for your business.
Tell us where the work gets stuck. We’ll help define a focused scope, the systems involved, and what a useful first release should achieve.