Custom portal and AI workflows replace manual operations
Manual client onboarding and reporting replaced with a custom portal and AI-assisted workflows — the team reclaimed 20+ hours per week.
The situation
The client was onboarding new clients through email chains and shared spreadsheets. Every week, someone on the team spent hours manually assembling client reports from data spread across their CRM, project management tool, and analytics platforms. The process was slow, error-prone, and didn't scale. As the client roster grew, the admin burden was becoming unsustainable.
What we built
We designed and built a custom client portal with automated onboarding flows — new clients received a branded intake experience instead of a chain of emails. We integrated AI-assisted report generation that pulled data from the CRM and project tools, formatted it, and delivered polished weekly reports without manual assembly. The portal also gave clients direct access to project status, deliverables, and communication history.
Results
- ✓
Client onboarding time reduced from 3 days to 4 hours
- ✓
Automated weekly client reports — no manual assembly required
- ✓
Team reclaimed 20+ hours per week previously spent on admin
- ✓
Client satisfaction scores improved after portal launch
- ✓
System scaled cleanly as client roster grew by 40%
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