New client onboarding from 2 weeks to 2 days
A boutique law firm's intake process involved 14 manual steps across email, paper forms, and three different systems. We unified it into a single automated workflow.
faster intake
steps reduced
to production
The Challenge
Partners were losing potential clients because the intake process took too long. Conflicts checks were manual and occasionally missed. Client data was scattered across three systems.
Our Approach
- 01
Diagnosed: Mapped all 14 steps and identified which required human judgment vs. which were pure process.
- 02
Scoped: A unified intake portal with automated conflicts check, document collection, and system sync.
- 03
Built: Typeform intake → automated conflicts check → DocuSign → CRM sync pipeline.
- 04
Verified: Ran 20 test intakes with real (anonymized) client scenarios.
- 05
Shipped: Partners trained in a 45-minute session.
The Outcome
Client onboarding dropped from 2 weeks to 2 days. Conflicts checks went from hours to seconds. Zero missed conflicts since deployment.
“We stopped losing clients to slow intake. The system does in minutes what used to take us days.”
Senior Partner
Boutique law firm, 18 attorneys