An operations team that stopped rekeying its own data
Challenge
Client onboarding spread across email, a CRM and three shared spreadsheets, with the same information entered up to four times.
Work delivered
- Process discovery across the full onboarding journey with time and friction mapped at each handover.
- A document-understanding workflow that reads inbound client paperwork and populates the CRM record.
Outcome (indicative)
- 4 → 1 Times client data is entered during onboarding
- ~12 hrs Administrative hours returned to fee earners each week