12 Hours Reclaimed Each Week Through AI-Powered Client Onboarding
Content Plan helped a Dublin-based accountancy firm automate its client onboarding process, reducing manual admin and creating a smoother, more consistent experience from first sign-up to organised client folder setup. The project focused on replacing repetitive handovers with a connected automation workflow.
About A Dublin-based Accountancy Firm
The client is a Dublin-based accountancy firm providing professional tax and accounting services to business owners and individuals. As the firm continued to grow, its onboarding process needed to become more efficient, consistent, and easier to manage across internal systems, payments, documents, and client communication.
The challenge
The firm’s onboarding process involved several repeatable steps across different tools, including contract signing, payment collection, staff notifications, invoicing, client analysis, and document organisation. Each step required manual input, which created delays, duplicated work, and increased the risk of missed information. The firm needed a practical automation system that could improve speed and consistency without disrupting how the team already worked.
Our approach
Content Plan designed a practical automation workflow around the firm’s existing onboarding journey. When a client selected a package, the system triggered an automated e-signature process, created a Stripe payment, saved onboarding data, notified staff, created a CRM contact, generated a QuickBooks invoice, analysed client information, and organised everything into a dedicated client folder.
The strategy worked because it focused on one repeatable, high-friction process. Instead of trying to automate everything at once, the system connected the key steps that caused the most delay and gave the team a clearer, faster way to move new clients from enquiry to active account.
Results
The automation reclaimed 12 hours per week by removing repeatable manual steps from the onboarding process. Instead of separately managing contracts, payments, invoices, internal notifications, client summaries, and folder setup, the workflow connected each stage into one streamlined process.
This created a faster and more consistent onboarding experience for both the team and the client. With 5 core workflow stages automated: signing, payment, notification, invoicing, and organisation, the firm reduced delays, improved internal handover, and freed up valuable time for higher-value client work.
- Client onboarding workflow mapping
- Package selection trigger setup
- Automated e-signature process
- Stripe payment creation
- Onboarding data capture
- Internal staff notification
- CRM contact creation
- QuickBooks invoice automation
