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Case Study

Professional services: 30% less admin time

A Tulsa advisory firm needed to speed up client onboarding and reduce manual tasks across its team.

Challenge

Client onboarding required repetitive emails, document collection, and data entry in multiple systems.

Manual follow-ups with clients Inconsistent intake data Heavy administrative workload
Goal

Reduce admin time by 25%+

Improve consistency while keeping a personal client experience.

Solution

We designed an AI-assisted intake flow and automated key admin steps in the CRM.

AI-generated onboarding emails and checklists Structured intake summaries for advisors Automated reminders and document tracking
Result

30% less admin time

The team saved 12 hours per week and improved the client experience.

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