Client Portal for Professional Services Firm
Secure client portal with document management that reduced onboarding from 2 weeks to 2 days, improving client satisfaction.
Key results
- −86%
- Onboarding time
- +40%
- Client satisfaction
- 15
- Hours saved/week
The challenge
The problem we were handed
A professional services firm was onboarding new clients over 2 weeks through a mix of email chains, PDF forms and manual document chasing. The process was error-prone, inconsistent and leaving a poor first impression at a critical moment in the client relationship.
The solution
What we built
We designed and built a secure, branded client portal with document management, e-signature workflows, automated status notifications and a shared project tracker. Clients complete onboarding steps at their own pace with full visibility of what's outstanding.
The outcome
The difference it made
Client onboarding dropped from 14 days to 2 days. Client satisfaction scores increased 40% and the team reclaimed 15 hours per week previously spent chasing signatures and documents.
−86%
Onboarding time
+40%
Client satisfaction
15
Hours saved/week
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