62% reduction in admin overhead through end-to-end workflow automation

The Challenge

The firm was handling client onboarding, contract management, and monthly reporting entirely through email chains, spreadsheets, and manual data entry. Senior staff were spending 15–20 hours per week on tasks that added no value to clients. Errors were frequent, turnaround times were slow, and the team couldn't scale without hiring more administrative staff.

Our Solution

BizPromptly mapped every step of the onboarding and reporting workflow, identified 23 distinct manual handoffs, and designed an automated system that replaced all of them. Client intake now flows through an intelligent form that populates their CRM, generates a customised engagement letter, triggers contract workflows, and schedules onboarding calls — all without human intervention. Monthly reports are auto-generated from live data and delivered on a fixed schedule.

Outcomes

• →Client onboarding time reduced from 4 days to same-day
• →Monthly reporting delivered automatically, eliminating 12 hours of manual work per client
• →Zero data entry errors since deployment
• →Team capacity freed to take on 40% more clients without additional headcount
• →Client satisfaction scores increased by 28%