New client pack to a checked onboarding record
Reads a new client’s email and documents, checks ID and proof of address, pulls out their details and prepares the record and engagement letter for a partner to approve.
- For
- Professional services
- Takes over
- Client onboarding
- Works with
- Outlook, IRIS, CCH, Xero Practice Manager or similar
- Typically gives back
- 5 hours a week
What we set up with you.
Built in your own accounts, with test data first and a demo every week. How we work
Spots a new-client email and its attachments.
Checks the ID document and proof of address are present and in date.
Pulls out name, service, business type, start date and tax references, masked where needed.
Lists anything missing and drafts the chaser.
Prepares the client record and engagement letter for approval.
Works with
Who approves what.
A partner approves the AML checks and the new client before anything is filed or sent.
Where the data stays. Processed in a UK region on business terms with no training. IDs are never pasted into public AI tools.
How we look after your dataThe hours given back.
That’s 5 hours a week, or about 31 working days a year, back for your team.
Each square is a working day. These are typical figures for planning, over 46 working weeks. We measure yours in the audit and agree the target before we build.
More examples.
Private assistant over your own precedents
A private assistant that answers questions only from your firm’s own precedents, templates and guidance, and shows which document each answer came from.
4 hours a week, typically
SharePoint or Google Drive, A private AI workspace in your tenancy
Call recording to file note and actions
Turns a recorded client call or meeting into a file note in your house style, with decisions and actions, ready to file against the client.
3 hours a week, typically
Teams or your phone system’s recordings, Your practice management system
Emailed RFQ to a priced draft quote
Reads each request for quotation as it lands, pulls out the part, quantities, material, finish, tolerances and dates, prices it from your rate card and puts a draft quote in front of your estimator.
9 hours a week, typically
Outlook or Gmail, Your rate card in Excel, Xero, Sage or your ERP
Something like this, for your team?
Tell us how the job works today. We’ll say honestly whether it’s worth automating, and what it would cost.