Case study
OnboardHQ
Automated client onboarding that takes days, not weeks
A business advisory and consulting firm
The story
From the problem to a system that works
- 01
What the client wanted
Onboard new clients through one guided flow, from welcome to identity checks, documents, signatures, and approval.
- 02
The challenge
Onboarding ran on email chains and checklists. Documents went missing, identity checks were delayed, and new clients waited up to three weeks before work could start.
- 03
What we built
We built OnboardHQ, a guided onboarding platform that sends the welcome pack, collects information, verifies identity, extracts and checks documents, gathers e-signatures, and hands the account over to the client team.
Delivered
What OnboardHQ includes
- Guided seven-step onboarding flow
- Identity and business verification
- Document upload with automatic checks
- E-signatures
- CRM and project system handover
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