Client Onboarding SaaS
Document management and approval workflow platform — digital onboarding, identity/compliance verification, and AI automation. Webhooks and APIs for CRM integration.
01 — Problem
What was in the way.
Manual document collection and approval was the bottleneck in client onboarding — physical paperwork, slow back-and-forth, and brittle CRM hand-offs.
02 — Approach
How it was built.
- 01Workflow engine that models onboarding as ordered steps with reviewer assignments and audit trails.
- 02Webhooks + REST integration so the CRM stays in sync without nightly batch jobs.
- 03AI automation for document classification and field extraction to cut review time.
03 — Impact
What changed afterwards.
- Approval cycles shortened materially once the manual chase-down was removed.
- Compliance trail is now searchable instead of buried in email threads.