Onboarding that scales past headcount

A growing advisory firm was bottlenecked at onboarding: signed engagements stalled in setup, senior people spent days on coordination, and there was no view of engagement health.

We automated onboarding from the signed SOW, intake, KYC, system setup, and kickoff scheduling, and wired a live engagement view for partners.

Onboarding throughput more than tripled on the same team, admin hours per engagement fell, and partners got a real-time picture of every engagement.