Client Intake Automation
Turn a week-long onboarding process into a 24-hour automated workflow.
Typical ROI
3-5x in Year 1
Implementation
3-5 weeks
Industries
Accounting firms +
The Problem
Onboarding a new client involves sending intake forms, chasing document uploads, manually entering data into your practice management system, running compliance checks, and routing everything to the right team member. This takes days, requires constant follow-up, and pulls partners and senior staff into administrative work.
What We Build
Intake trigger — New client inquiry or signed engagement kicks off the automated onboarding workflow automatically.
Form delivery and chasing — AI sends personalized intake forms and follows up automatically if not completed at days 2, 4, and 7.
Document collection — AI sends a secure document request list tailored to client type and follows up on missing items.
Automated processing — Submitted documents are classified, key data extracted, and compliance flags identified.
CRM and system entry — Client record is created in your practice management system with all relevant data pre-populated.
Team assignment and handoff — AI routes the completed client file to the right team member with a summary of everything collected.
Common Integrations
Example Scenario
A 15-attorney law firm onboards 30–40 new clients per month. Their intake process involves manual follow-up, scattered document collection via email, and 3–4 hours of admin time per new client to get everything into Clio. We build an automated intake workflow that sends customized document checklists, follows up automatically, extracts key data from submitted documents, and creates fully populated Clio matters. Admin time per new client drops from 3.5 hours to 30 minutes. Time-to-ready-for-attorney drops from 6 days to 1.5.
Ready to Build This for Your Business?
Book a free discovery call. We'll map your workflow and give you a concrete ROI projection.
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