How AI helps
AI helps us sort documents by client and month and draft requests for anything missing.
Prepared with AI. Checked by us.
Client onboarding & document coordination
Spend less time chasing paperwork. We request documents, follow up on missing information and keep client files organized so your team knows what is ready to work on.
What we do
- Make a checklist of the documents needed
- Track what has arrived and what is missing
- Follow up on missing information as agreed
- Organize client files by period and document type
- Keep you updated on what is ready and what needs attention
Less time chasing paperwork
What we check
We check what has arrived, confirm what is still needed and review each request before sending it through the channels you prefer.
What you receive
Organized files and a simple tracker showing what is ready, what is missing and what needs your attention.
How it works
Can this support existing clients too?
Yes. The service can cover new-client onboarding and recurring monthly document collection for existing clients.
Will you communicate directly with clients?
We agree who to contact, which channels to use and the follow-up schedule with your firm before starting.
Where are the documents organized?
We work within the file-sharing workspace and folder conventions agreed with your firm, with access limited to the assigned work.
How is this priced?
Pricing depends on client count, document volume and the frequency of requests and follow-ups. We agree the scope on a call.