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Client Onboarding Automation Agent.
Every new client requires the same sequence of steps — paperwork, identity checks, system setup, engagement letters. This agent manages the entire process from first instruction to ready-to-bill, so your team can focus on client work rather than the admin that precedes it.
The Problem
Where new client onboarding is slowing your firm down
Every new client instruction kicks off the same sequence of admin tasks — and it falls to whoever is closest. There's no standard process, no visibility of where each client is in onboarding, and no one person responsible for getting it done.
AML checks, engagement letters, system setup and introductory briefings often happen out of sequence or in parallel. One missed step stalls the whole process. Work can't start and billing can't begin until it's resolved.
Every day a new client waits to be fully onboarded is a day you're not billing. For firms with a high volume of new instructions, the cumulative delay adds up — and the team absorbs the administrative cost while the clock runs.
The Agent
What the Client Onboarding Automation Agent does
One agent, scoped to a specific workflow, KPI'd from day one, and managed by us. Here's what it handles.
Triggers on new client instruction and manages the full onboarding sequence: document requests, AML/KYC initiation, engagement letter generation and chasing, system record creation, and handoff to the fee-earner. Tracks every step and escalates blockers before they cause delays. Routes cases that need a human decision — such as high-risk clients or bespoke engagement terms — without stopping the standard pipeline. KPIs: time from instruction to ready-to-bill, completion rate, steps requiring human intervention per case.
Works With
Connects to your existing practice stack
We integrate with the tools your firm already uses. No new software to learn, no data migration required.
FAQs
Frequently Asked Questions
The practical details on tools, data, cost and what happens if a role doesn’t work out.