Challenge
Every new client meant the same chase: welcome emails, ID and contract packs, missing fields, manual CRM updates and kickoff calls delayed because paperwork was incomplete.
Case study
Client onboarding agent · Automation · Professional services
New clients live in days — not weeks of chasing forms.
Opportunity
Turn onboarding into a guided flow — ask for what’s needed, verify completeness, write clean records, and only involve people when something needs judgement.
Solution
Aklen built a client onboarding agent that runs a structured checklist, ingests uploads, flags gaps, updates CRM / ops tools, and sends polite reminders until the account is ready for day one.
Feature breakdown
- •Guided onboarding checklist per service type
- •Document collection and completeness checks
- •Extraction of key fields into CRM records
- •Automatic nudges when steps stall
- •Handoff pack for the delivery team when ready
- •Human review on exceptions and edge cases
Technology
- Document intake and extraction
- CRM / ops integrations
- Reminder and escalation rules
- Audit trail of every step completed
- Human-in-the-loop exception handling
Business impact
- →Faster time from signed → ready to deliver
- →Fewer kickoffs delayed by missing paperwork
- →Cleaner client records without retyping
- →Team focus on relationships, not chasing forms
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