Professional Services
A secure client onboarding portal for a 35-person advisory firm.
- faster client onboarding
- 60%
- faster client onboarding
- staff using one workflow
- 35
- staff using one workflow
- client files sent by email
- 0
- client files sent by email
The challenge
New clients completed PDFs, emailed documents and waited for status updates while staff manually checked every step. The process was difficult to track and created unnecessary handling of sensitive information.
What we did
We delivered a secure SaaS onboarding portal with guided forms, document upload, internal approvals, automated reminders and CRM handover. Australian cloud hosting and clear access controls keep the experience simple for clients and manageable for a small team.
“Clients get a much cleaner first experience, and our team can see exactly what is waiting without chasing email threads.”