Client Onboarding Automation
From first form to live engagement — automate intake, conflict checks, KYC, and welcome flows so your team meets clients ready, not buried.
Use cases
Where client onboarding automation creates the most leverage.
Smart intake forms
AI extracts client requirements, classifies the matter, and routes to the right team.
Conflict & KYC checks
Run conflict-of-interest and KYC verifications automatically with audit trail.
Engagement letter generation
Pre-fill engagement letters from the intake data, ready for partner review.
Welcome & scheduling
Auto-schedule kickoff calls, send welcome packs, and provision system access.
How we work
Discover
We map the workflow, the data, and the controls AI must respect.
Design
Solution architected around your tools, compliance posture, and team.
Deploy
Production rollout with monitoring, training, and continuous improvement.
Frequently asked questions
Related solutions
Book a free consultation
Tell us about your firm and the workflow you'd like to automate. We respond within one business day.