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
- Typically saves
- 5 hours a week
Connects to
Outlook
IRIS, CCH, Xero Practice Manager or similar
Your e-signature tool
How it works
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.
Where a person checks
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.
Hours saved are typical figures for planning. We measure yours in the audit and agree the target before we build.
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Start with a free check, or talk it through.
Ten questions give you a score and your top three opportunities. Or book 30 minutes with the person who would build it.