Client Onboarding in Minutes, Not Weeks
Your expertise is advising clients, not chasing paperwork. We automate client intake, document collection, and engagement workflows so you can focus on billable work from day one.
85%
Faster Onboarding
12hrs
Saved Per Client
Zero
Dropped Documents
$120K+
Annual Capacity Gain
Stop losing time and money to manual processes. Here's how we transform your operations.
Weeks of back-and-forth emails just to collect basic client information
Smart intake forms that guide clients through everything in one session
Associates spending billable hours on administrative tasks
Automated document generation and task assignment workflows
Clients falling through the cracks during busy periods
Pipeline automation with status tracking and automatic follow-ups
Inconsistent client experiences across different team members
Standardized workflows that ensure every client gets white-glove treatment
Branded intake portals that collect all information and documents in one go.
Engagement letters, NDAs, and standard agreements generated automatically.
Track every client matter with automated status updates and deadlines.
Send, sign, and file documents without leaving your workflow.
Automated updates keep clients informed without manual effort.
Workflow events automatically create time entries and invoice items.
Professional-grade automation trusted by Toronto's top firms. Get started quickly.
$1,000
For independent professionals
$2,500
For small firms (2-10 people)
$3,500
For larger practices
All packages include a 30-minute strategy call and implementation support.
Prices in CAD. Custom enterprise solutions available.
Join Toronto's most ambitious businesses already operating at the speed of AI. Book your free audit today.