Serving 50-100 employee firms in London's creative, legal, and finance sectors

Stop Re-Keying Data Between Your CRM, Finance System, and Project Tools

We connect your existing software so you can scale from £5m to £15m without doubling your operations team.

Most operations directors identify 3-5 automatable bottlenecks in the first conversation.
Client Onboarding Automation | Stabilise

Client Onboarding: The Full Complexity

Watch 13 systems, conditional logic, and risk-based routing work together

Stage 1: Trigger
New Client Enquiry
Email arrives with completed enquiry form
Email System
Data Extraction
AI parses client details, company info, matter type
AI Parser
Stage 2: Parallel Validation
Conflicts Check
Search existing clients and matters for conflicts
Practice Mgmt
Risk Assessment
AML, sanctions screening, PEP checks
Compliance API
Stage 3: Risk-Based Routing
Risk Score Decision
Automated routing based on assessment outcome
Low Risk
Auto-approve, proceed immediately
Medium Risk
Compliance officer review required
High Risk
Escalate to partner for approval
Stage 4: Final Processing
Parallel Execution Across Systems
Documents
Generated
Client Portal
Setup complete
Team
Assigned
Meeting
Booked
Finance
Configured
Notifications
Sent to all
Client Fully Onboarded
13 systems coordinated, risk assessed, team assigned, ready to work
11 min
Total Time
Was 4 hrs
Manual Process
13
Systems Integrated

These Tasks Are Costing You £50k+ in Lost Billable Hours Each Year

We work with operations directors who are frustrated by manual glue work between systems. Here's what we typically eliminate in the first 90 days:

No Single View of Resource Utilisation

Your capacity planning lives in spreadsheets that go stale the moment someone books leave. We build live dashboards from your existing tools showing who's available, who's overloaded, and where bottlenecks form.

Matter/Project Onboarding Takes Days, Not Hours

Client details entered into CRM, then re-keyed into practice management, then into billing. We connect Clio/QuickBooks/HubSpot (or your equivalent) so onboarding happens once.

Compliance Paperwork Eats Up Fee-Earner Time

KYC/AML checks, engagement letters, conflict checks – your expensive staff shouldn't be chasing documents. We automate the admin so they can focus on chargeable work.

Client Communications Are Inconsistent

Follow-ups get missed when someone's on holiday. Status updates are manual. We build automated email sequences and reminders that run regardless of who's in the office.

Reporting Takes Two Days Every Month-End

Finance team manually consolidates data from multiple systems into board reports. We extract, transform, and visualise automatically – reports update in real time.

You're Not Sure What's Actually Causing the Delays

Invisible inefficiency is the worst kind. We map your current workflows, identify the bottlenecks, and show you exactly where automation delivers ROI.

Manual Data Entry

Eliminate errors and hours spent on tedious data input.

Slow Approval Processes

Accelerate workflows and decision-making with automated approvals.

Customer Service Overload

Empower your team and delight customers with instant, automated responses.

Inconsistent Reporting

Gain real-time insights with automated data collection and dashboarding.

High Operational Costs

Reduce overhead by automating resource-intensive tasks.

Compliance & Audit Risks

Ensure accuracy and adherence with automated record-keeping.

Got Questions? We've Got Answers.

Before you book a call, here are the five questions we hear most often from operations directors.

Will this replace my staff?

No. It replaces the tasks they complain about most – data entry, chasing approvals, manual reporting. They'll still do the high-judgement work; they'll just do more of it.

We use niche software. Can you integrate it?

If it has an API (most modern software does), yes. If it doesn't, we can usually work with CSV exports or web scraping. We've connected everything from Clio to bespoke Access databases.

How do you handle GDPR and data security?

We host on UK-based infrastructure (typically Railway or AWS London), implement role-based access controls, and ensure audit trails for all automated actions. We don't offshore any development.

What's the realistic ROI timeline?

Discovery projects (4-6 weeks) typically show measurable time savings within 30 days. Full departmental automation (8-12 weeks) usually pays for itself within 6-9 months through reduced overhead or increased capacity.

What if the person who knows our systems leaves?

We document everything, provide training to your team, and build on platforms you can maintain (n8n, Airtable, etc.). You're not locked into us for ongoing tweaks.

See Exactly What We'd Automate First

Book a call with our founder. We'll look at your current tool stack and show you the 3-5 processes we'd target for immediate time savings. No sales pitch, no follow-up emails unless you ask.

Your Message has been received!We’ve received your inquiry and will get back to you within 24 hours. We're excited to help you transform your business with automation.
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Stabilise Automation & AI Specialists

Working with 50-100 person companies in creative sectors, legal and finance
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