Consulting
Consulting Firm, 32 employees
The Challenge
Client onboarding was taking 8-10 hours per client with extensive manual data entry, document collection, and processing. This bottleneck was limiting the number of clients they could onboard simultaneously.
The Solution
- Automated client intake forms with validation
- Document processing and secure storage automation
- Automated welcome email sequences and onboarding checklists
- Integration with CRM for seamless client management
The Results
88%
Time Reduction
7 hours/client
Hours Saved
3 months
ROI Payback
"We can now onboard clients in a fraction of the time. This has allowed us to take on 40% more clients without hiring additional staff."