The Problem
A growing professional services firm was losing new clients during onboarding. The process required multiple email exchanges, manual document collection, and a patchwork of tools that didn't talk to each other. New clients waited days for simple updates. The firm's operations team was the bottleneck.
They needed a client portal, but not a generic off-the-shelf tool. They needed AI to handle document intake, answer client questions from their knowledge base, and automate the repetitive parts of onboarding so the team could focus on the work that actually required expertise.
The Approach
We built a purpose-built client portal with AI at its core, not bolted on after the fact.
The portal handles document upload with automatic classification, provides AI-powered answers to common client questions drawn from the firm's knowledge base, tracks onboarding progress with automated status updates, and flags edge cases for human review rather than trying to handle everything.
We shipped an MVP to their first 10 clients within 6 weeks, gathered feedback, iterated, and delivered the production version at week 10. Full handover: the firm's team owns the code and the infrastructure.
The Outcome
Client onboarding time dropped by 40%. The operations team handles 3x the client volume without adding headcount. Client satisfaction scores went up because people got instant answers instead of waiting for email replies.
The firm now uses the portal as a selling point. It's part of their pitch to new clients, demonstrating the kind of modern, efficient service they deliver.