Representative transformation / fictional company
Professional services / Client onboarding automation
Morrow & Finch Advisory
Every new client triggered folders, documents, assignments, meetings, and system updates. The sequence changed depending on who handled it.
Routine client setup reduced from about 2.5 hours to 22 minutes.
- 65-person advisory firm
- Four service lines
- Central client-operations team
- Microsoft 365 and finance system retained
The business challenge.
Operations staff knew the process, but every partner had slightly different documents and expectations. Starting a client meant opening a prior engagement and copying whatever looked closest.
- New-client setup relied on individual checklists
- Required documents differed by service line
- Folders and records were named inconsistently
- Partners had limited visibility into onboarding progress
- Missed steps were usually discovered after work had started
The platform.
One service line received a validated intake, task template, and progress view. Document generation and cross-system account setup followed after the team trusted the workflow.
- Client validation and approval
- Service-specific onboarding templates
- Document and folder preparation
- Team assignment and task tracking
- Meeting and communication workflow
- Partner progress dashboard
Automation and AI, where useful.
Automation follows a defined workflow. AI prepares, summarizes, or flags work for review when judgment still belongs with a person.
- Create approved client records across connected systems
- Generate folders and standard documents
- Assign tasks based on service line
- Schedule reminders and kickoff preparation
- Escalate missing information before the start date
What changed after launch.
Three service lines used the shared process. Routine setup required review rather than manual creation, and partners could see missing information without asking operations for a status report.
The fourth service line still uses a manual conflict check because the external data source does not support reliable automation.
Routine client setup
BeforeAbout 2.5 hours
AfterAbout 22 minutes plus review
Onboarding visibility
BeforeAsk operations
AfterLive by client and service line
Process consistency
BeforePartner dependent
AfterControlled templates with exceptions
“The platform did not make onboarding identical. It made the differences deliberate instead of accidental.”
Build for the first service line, then Growth for the wider rollout and integrations.
Book a Free ConsultationThis is a representative transformation. The company and stakeholder names are fictional, and the figures are illustrative of the class of outcome this model is designed to support.