Law firm 12 employees Operations / Workflow

Client onboarding + automated KYC

La sfida

Mid-size law firm with manual onboarding consuming 2-3 working days per new client: document collection, anti-money-laundering KYC, folder creation, welcome email, internal team briefing.

La soluzione

End-to-end workflow: online form collects documents, automatic KYC via external service, client folder generated with standard structure, pre-filled contract digitally signed, welcome email with materials, task assigned to client account lead.

Risultati

⏱️3 days → 30 minutes
📈+40% onboarding capacity
🔒Zero compliance errors

Stack tecnico

Smart form with conditional logic
Qualified digital signature
Third-party KYC API
Document generation from template
Self-hosted workflow platform

Hai una sfida simile?

Book call →

Compliance by design

Every workflow step records immutable logs for audit. The KYC stage integrates a certified provider to avoid rebuilding regulatory wheels. Anti-money-laundering rules can be updated by the team without dev intervention.

Mindset shift

The real blocker wasn’t technical — it was convincing the team that automation didn’t replace their professional judgment, only the repetitive work. Adoption achieved after 2 weeks of pairing.