The challenge
Business-setup clients were juggling legal, financial and visa steps across email threads, with sensitive data scattered everywhere.
What we built
A GDPR-compliant client portal unifying legal and financial services, document workflows and case tracking, with AI-assisted intake.
01
Discovery with legal & finance teamsMapped every onboarding step, document and hand-off across visa, company setup and banking.
02
GDPR-first architectureUK/EU data residency, encryption at rest, role-based access and full audit logs.
03
AI-assisted intakeDocument parsing and smart forms that pre-fill client data and flag missing items.
[ SCREENSHOT · MAIN VIEW ]
[ SCREENSHOT · DETAIL ]
−60%CLIENT ONBOARDING TIME
Clients now complete onboarding in one guided portal, cutting onboarding time by 60% while keeping sensitive data compliant.
Client quote goes here: one or two sentences on the result and the working relationship.
Next.jsNode.jsAWSPostgreSQLGDPR