Built to deliver a better client experience and streamline the work behind it.

The firm had a CRM system. It had been in place for some time and was being used for basic client communications. What it wasn’t doing was running the business behind the scenes, and that gap was felt every time a new client came on board.

The onboarding process was managed across spreadsheets, emails, and individual team members. When a new client came in, the right information had to be entered, shared, and followed up manually across different places. Accountants and account managers had no single view of where each client sat in the process, what had been communicated, or what needed to happen next.

The brief was straightforward: take the CRM system the firm already had and build a structured onboarding workflow inside it. Map the process, automate the right communication points, set up internal notifications, and make sure every team member had clear visibility from the moment a new client came on board.

The result is a client onboarding process that runs through one central system. When a new client is added, confirmation communication goes out automatically. The team is notified. Tasks are created. Nothing falls through the gaps, and no one has to chase a spreadsheet to find out where a client is up to.