Workflow Automation
Lexis Corporate Hub
Lexis Corporate Services
8 weeks
Corporate Services
-60% Onboarding time
Tech Stack
Next.jsNode.jsAWS S3SendGrid
The Challenge
Client onboarding involved manual document collection via email, with no visibility into process status and frequent follow-up delays slowing down service delivery.
Our Solution
We built a branded client portal with automated document collection, e-signature integration, status tracking, and WhatsApp/email notifications for each onboarding step.
Results
60% reduction in client onboarding time
90% of documents collected digitally
Client NPS increased from 42 to 71
Staff freed up 15+ hours per week
"Our clients love the portal. It's professional, fast, and makes us look like a much larger firm."
SF
Simone Farrugia
Managing Director