All work
Professional ServicesClient build
Practice management for a UK accounting firm
Client onboarding, KYC automation, engagement-letter generation, and a practice overview in a white-label portal — first partner firm subscribed.
The challenge
Client onboarding took hours of admin per client, with unstructured data making engagement letter generation slow and error-prone.
Our approach
We're building a practice management portal with Companies House lookup, automated KYC checks, engagement letter and proposal generation, and a dashboard showing client status and upcoming expiries.
The impact
Onboarding moving from hours to minutes, a structured data layer powering AI-assisted document generation, and a first partner firm already subscribed.
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