Free · 3-5 days · No obligation
AI Opportunity Audit
We map your operations, find the highest-ROI automations, and hand you a ranked plan with payback math. Yours to keep, whoever builds it.
No obligation. No follow-up sequence.
client onboarding automation
Onboarding that chases documents so your team doesn't
Intake, document collection, reminders and status tracking, automated from signature to kickoff. 2x ROI in 90 days. Or we work for free.
Teams we build forFediUBC SauderMerchant House CapitalPicton InvestmentsCampbell Froh May & Rice LLPBarnaklHungerfordBreez
The problems this solves
01
The gap between signed and started eats goodwill.
The client said yes weeks ago. They are still waiting for a kickoff because three documents are missing.
02
Document chasing is a full-time job nobody was hired for.
Polite reminder number four, written by hand, by your most expensive admin.
03
Nobody knows where any file stands.
Status lives in someone's inbox. When they are away, onboarding stops.
04
Intake data gets typed twice.
Once into the form, once into the system. Errors ride along both times.
05
Compliance checklists are remembered, not enforced.
ID checks and engagement letters happen when someone recalls them. That is not a process, that is luck.
What we build
01 · Intake
Structured intake that captures everything once and writes it everywhere it needs to go.
02 · Document requests
The system knows what each engagement needs and asks for exactly that, automatically.
03 · Reminders
Escalating sequences that pursue missing items politely and relentlessly until every document is in.
04 · Verification and filing
Incoming documents checked for completeness and filed in your storage, in your structure.
05 · Status dashboard
One view of every onboarding in flight, so nobody asks an inbox where things stand.
06 · Handoff
When the file is complete, the kickoff triggers itself and the delivery team gets everything in one package.
What's included
- Intake forms, request logic and reminder sequences built for your engagement types
- E-signature flow wired in
- Status dashboard in your stack, not another login
- Team training plus monitoring and iteration after launch. Cancel anytime
Weeks, not quarters.
How the full engagement works01 Discovery
WEEK 0
02 Prototype
WEEKS 1-3
03 Deploy & train
WEEKS 4-8
04 Run & improve
WEEK 9+
The tools behind it
See the full stackClaude
Extraction and drafting: intake data out of documents, engagement letters from parameters.
Supabase
The status store: every file, every gap, one query away.
PandaDoc
Signatures and document packs.
Slack
Escalations land where your team already works.
n8n
Connector glue into the systems you already run.
Questions? Straight answers.
Also built here
Three ways in
Three ways in. No long discovery.
Paid · Fixed scope
First Build
One high-ROI system, built on your real data and deployed in your stack, with your team trained to run it. Fixed scope. Quoted after the audit. Covered by the 2x ROI guarantee.
Scope my first build
Paid up front. Cancel anytime after.
Free · 15 min
Intro Call
Fifteen minutes with James, not a sales rep. Bring your worst bottleneck, leave with a straight answer.
Book 15 minutes
No pitch deck.
Every first build is covered: 2x ROI in 90 days. Or we work for free. Read the full terms
Start free. Know your number in five days.
A 3 to 5 day audit of your operations, ending in a plan with the ROI math attached. No obligation.