AI for Client Onboarding
Streamline client intake with AI that collects information, checks conflicts, and prepares engagement documents.
AI speeds up client onboarding by automating information collection, running conflict checks, verifying identity, and generating engagement letters. Instead of manual data entry and paper forms, AI-powered intake systems can collect client information through guided questionnaires, automatically check for conflicts of interest against your client database, and prepare engagement documents. This reduces onboarding time from days to hours, improves data accuracy, and creates a better first impression with new clients.
Application Examples
Automated Intake Forms
Collects client information through intelligent questionnaires.
Conflict Check Automation
Automatically scans for conflicts of interest.
Identity Verification
Verifies client identity through document analysis.
Engagement Letter Generation
Automatically creates customized engagement documents.