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.
Free first conversation. Written scope, timeline and price before any paid work.
The problem it solves
The first brief is incomplete, document requests repeat, and the account team still has to assemble context before a useful conversation.
Your first step
One intake-to-discovery flow that prepares a client brief and flags missing onboarding information for the account owner.
What you get
Client onboarding automation, built around one goal: more complete onboarding briefs.
What changes
Arrive at discovery with a brief worth discussing.
Repeated document requests and incomplete intake consume time before advice or delivery begins. A structured discovery brief helps the account owner prepare, while confidential access and commitments remain deliberate human decisions.
More complete onboarding briefs
Prepare an initial client brief from approved intake fields before the discovery conversation.
Less repetitive coordination
Organise document requests and reminders around the agreed onboarding checklist.
Clearer next actions for the client team
Keep advice and commitments with the account team, while making missing information and next actions visible.
What’s included
Client onboarding automation
- Structured onboarding intake
- Checklist and reminder workflow
- Owner approval and exception handling
- Scenario testing and team handover
How you’ll know it worked
The team can prepare for discovery from the brief while advice, confidential access and commitments remain with authorised people.
- Initial briefs ready for a useful discovery conversation
- Repeated administrative requests for the same missing item
- Onboarding tasks waiting without an accountable owner
Proposed measures, not promised results. Targets are agreed from your starting point.
Example
How it could work day to 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 example. Your version is shaped around your systems and rules.
Staying in control
Your team stays in charge.
Your team reviews client-facing advice, commitments, and sensitive documents. We define approvals and access around the service you provide.
Questions
Common questions.
Do we need AI, or would simpler automation be enough?
We first separate repeatable rules from tasks that require interpretation. A form improvement or a direct integration may solve the problem without a model. The recommendation should explain why AI is useful, how its output is checked, and what it adds to the operating cost.
What can we validate before a wider rollout?
Start with one channel, one defined task and a named owner. Review representative requests, missing information, duplicates and failures. Agree the quality and handling-time measures before deciding whether the same workflow should expand.
What if an answer is uncertain or an integration fails?
Uncertain answers should stop or go to review within the agreed rules. Failed actions need a visible status, preserved context and an accountable operator. We include the selected exception and recovery scenarios in the acceptance review.
What costs continue after implementation?
Depending on the scope, recurring costs can include model usage, hosting, platform subscriptions and monitoring or maintenance. The proposal separates these from the build and identifies who owns the accounts and checks usage. Support coverage is agreed explicitly.
What do you need from our team?
Your onboarding checklist, document handling rules, current tools, and a named owner for the client journey.
Want to read more? What makes a workflow worth automating?
Want this for your business?
Bring one bottleneck and the tools you use today.
Free first conversation. Written scope, timeline and price before any paid work.
Talk to us