AutomationProfessional ServicesIllustrative example

Automating client onboarding for a growing accounting firm

Ledger & Vale

12+ hrsSaved per week

4 daysFaster client onboarding

0Additional headcount required

The Problem

Every new client meant manual document collection, scheduling back-and-forth, and duplicate data entry across three separate tools.

Our Approach

We mapped the full onboarding journey and designed an automation layer connecting their intake form, CRM, and document storage — with AI handling first-pass data extraction.

Execution

Automated intake forms, AI-assisted document parsing, CRM pipeline automation, and Slack notifications for the team when action was needed.

“We took on 30% more clients this year without hiring a single extra admin.”
— Managing Partner, Ledger & Vale

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