Professional services

Onboard new clients without the paperwork chase.

We build onboarding flows that send the right intake forms, collect and check documents, chase what is missing, and create the client records your team needs, so a new engagement starts on day one instead of week three.

Book a Discovery CallEstimate your cost 

Sound familiar?

  • Intake forms and document requests sent by hand for every new client
  • Weeks of back-and-forth chasing missing documents
  • The same client details typed into several systems
  • No single view of which clients are ready to start

Works with

  • Microsoft 365 / Outlook
  • Google Workspace / Gmail
  • QuickBooks Online
  • Xero

A good fit for:Accounting and bookkeeping firms, law firms, consultancies and other professional-services businesses.

How it works

  1. Start

    When a client signs on, the right intake form and document checklist go out automatically from Outlook or Gmail.

  2. Collect and check

    Uploaded documents are sorted, named and checked against the checklist; an AI step flags anything missing or unreadable.

  3. Chase

    Polite reminders go out on a schedule until everything is in, and stop as soon as it is.

  4. Set up

    Client details flow into your systems, including QuickBooks Online or Xero where relevant, and your team gets a ready-to-start summary.

Your data stays where you choose, never trains AI models, and sensitive actions can require a person's approval. How we handle data.

Estimate what client onboarding costs you.

The sliders start from typical numbers for this kind of work. They are assumptions, not benchmarks: set them to match your team.

2
8
$45
50%
Hours a year spent on repetitive work
768
What that work costs you each year
$34,560
Hours automation could give back
384
Potential yearly value recovered
$17,280
Book a call to check these numbers

This is a rough estimate, not a quote. It assumes 48 working weeks a year and uses only the numbers you enter. Your real results depend on your processes and systems — that is what the discovery call is for.

Common questions

Where are client documents stored?
Where you choose: in Canadian cloud regions, on your own servers, or in the cloud account your firm already owns.
Can clients still email documents?
Yes. Emailed documents are picked up and filed the same way as uploads.
Who can see client information?
Only the people and systems that need it. Access is limited and actions are logged so you can review them.

Other systems we build

Want to see if this fits your business?

Led by Hassan Mugne, Founder & CEO. Built in Toronto, Ontario.

Book a Discovery Call