Stop Losing Billable Hours to Manual Onboarding Automate Your Client Intake with Precision
Consulting firms waste an average of 15 hours per week on repetitive onboarding tasks. Our custom AI automation cuts that to under 2 hours, delivering a 12-month ROI of 400% through streamlined workflows and error-free client setups.
Join 150+ businesses with streamlined client relationships
The "Onboarding Overload" Problem
Endless Manual Data Collection from New Clients, Including KYC and Financial Disclosures
Inconsistent Compliance Checks Across Engagements, Such as GDPR and SOX Adherence
Fragmented Client Information Silos Between Strategy, Operations, and Legal Teams
Delayed Project Kickoffs Due to Administrative Bottlenecks
Resource Drain on Senior Consultants for Routine Engagement Setup and Scope Definition
Error-Prone Contract and NDA Processing in High-Stakes Advisory Engagements
AI-Powered Onboarding Built for Your Firm
With over a decade in professional services automation, we've helped firms like yours reclaim thousands of billable hours annually through enterprise-grade, custom systems.
Why Choose Us
At AIQ Labs, we don't deploy off-the-shelf tools that force your workflows to adapt. Instead, we engineer a bespoke AI system tailored to your consulting practice—integrating seamlessly with your CRM, project management platforms, and secure document repositories. This unified solution automates the entire client intake process, from initial inquiry to active engagement, ensuring every step aligns with your expertise-driven, relationship-focused model. Picture your onboarding as a well-orchestrated client briefing, not a chaotic paperwork marathon. Our approach replaces fragmented subscriptions with a single, owned asset that scales with your firm.
What Makes Us Different:
Unlock Efficiency That Drives Revenue
Reclaim 12+ Billable Hours Weekly
Reclaim 12+ Billable Hours Weekly: Senior consultants in professional services lose valuable time to administrative tasks like client profiling and initial due diligence. Our automation streamlines data capture from intake forms, verifies credentials against industry databases, and auto-populates project templates, freeing your team for strategic advisory sessions. Firms report a 75% reduction in onboarding time—from 16 hours to 4 hours per engagement—translating to $50,000+ in recovered billable revenue per consultant annually at standard $250/hour rates.
Achieve 400% ROI in Under a Year
Achieve 400% ROI in Under a Year: Manual processes in consulting firms erode 20-30% of potential productivity through redundant data entry and approval loops. By automating repetitive tasks like compliance workflows and resource allocation, you cut operational costs by 40% while accelerating project kickoffs from weeks to days. Benchmark data from mid-sized advisory firms shows payback within six months, with ongoing savings compounding as your client base expands—e.g., one firm recovered $150,000 in the first year from 20 new engagements.
Strengthen Client Relationships from Day One
Strengthen Client Relationships from Day One: In relationship-driven professional services, flawless, personalized onboarding—like auto-generating tailored engagement charters and risk assessments—builds trust instantly. Reduce errors by 95% in document handling, ensure consistent experiences across global teams, and impress clients with professional efficiency, leading to 25% higher retention and 15% more referrals, as seen in firms with repeat advisory contracts.
What Clients Say
"Before AIQ Labs, our onboarding for strategy engagements took two full days per client, diverting partners from billable advisory work and causing delays in scope alignment. Now, it's down to four hours with automated KYC verification and CRM syncing, and we've eliminated errors that once jeopardized a $2M merger advisory deal. The custom integration has transformed our 50-person firm's efficiency."
Sarah Chen
Managing Partner, Apex Strategy Group (Mid-Sized Management Consulting Firm)
"We were overwhelmed by NDAs, compliance checklists, and SOX documentation for our international tax advisory clients. AIQ's AI system automates the entire review and e-signature process, saving us about 10 hours a week across the operations team. Rolled out in just three weeks, it's already offset the cost of one full-time admin by enabling faster cross-border engagements."
Michael Rivera
Operations Director, Global Insight Consulting (International Tax Advisory Firm)
"As a boutique financial advisory firm, we couldn't risk inconsistent onboarding eroding client trust in our due diligence services. AIQ's solution integrates seamlessly with our workflow, automating client data silos and generating personalized engagement summaries. We've onboarded 15 new high-net-worth clients this quarter without disruptions, boosting our consultant utilization rate by 18% and securing two repeat mandates."
Elena Vasquez
Principal Consultant, Nexus Advisory Partners (Boutique Financial Advisory Firm)
Simple 3-Step Process
Discovery and Mapping
We audit your current onboarding process, identifying pain points like manual KYC checks and data handoffs. This step ensures our automation mirrors your exact client engagement flow.
Custom AI Design and Build
Our engineers construct your tailored system, integrating AI for intelligent form filling and automated approvals. We test rigorously to guarantee seamless operation within your ecosystem.
Deployment and Optimization
We roll out the solution with full training, then monitor and refine based on real usage. Expect immediate time savings, with ongoing tweaks to adapt as your firm evolves.
Why We're Different
What's Included
Common Questions
How does this automation integrate with our existing CRM like Salesforce?
We design deep, bidirectional integrations that pull client data directly into your CRM during onboarding, eliminating manual entry. For a typical consulting firm, this means new client records auto-populate with verified details from intake forms, compliance docs, and initial questionnaires. Our custom APIs ensure real-time sync, reducing errors by 95% and saving your team hours per engagement. We've done this for over 50 firms, handling everything from basic contact creation to linking with opportunity pipelines. Setup takes 2-4 weeks, depending on your current setup complexity.
What kind of time savings can we expect for a mid-sized consulting firm?
Based on our benchmarks, firms with 20-100 consultants see an average reduction of 12-15 hours per week in onboarding tasks. This comes from automating data collection, approvals, and setup—tasks that previously ate into billable time. One client, a strategy firm, went from 8-hour manual processes per client to 45 minutes, reclaiming 40+ hours monthly across their team. ROI hits 400% within a year through recovered billable rates and faster project starts, all while maintaining your personalized client touchpoints.
Is the system compliant with data privacy regulations for professional services?
Absolutely. We build with GDPR, CCPA, and industry-specific standards like those for financial consulting in mind. Your custom system includes encrypted data handling, audit trails for every step, and automated compliance checks tailored to your firm's protocols—such as NDA validations or conflict-of-interest scans. Unlike generic tools, ours is audited for security from the ground up, ensuring client trust in sensitive engagements. We've deployed these for firms handling international clients without a single compliance hiccup.
How customizable is the onboarding workflow to our consulting niche?
Fully bespoke. We map your exact process—whether you're in management consulting with heavy scoping docs or IT advisory needing tech stack assessments—and build AI logic around it. For instance, forms adapt based on client industry, auto-generating questions for sectors like healthcare versus finance. This isn't a template; it's engineered to your workflow, integrating unique steps like partner approvals or retainer calculations. Clients report 90% alignment on first deployment, with refinements ensuring it evolves with your practice.
What happens after implementation? Do we own the system?
Yes, full ownership transfers to you upon completion—no ongoing subscriptions or dependencies. Post-launch, we provide two months of optimization support to fine-tune based on usage, then you're self-sufficient with our documentation and optional maintenance plans. This shifts you from tool-juggling to a unified, owned asset that scales. Firms love how it integrates into their ops without vendor oversight, allowing IT teams to manage updates independently while focusing on core consulting delivery.
Can this handle high-volume onboarding for growing firms?
Our architecture is built for scale, processing hundreds of onboardings monthly without performance dips. We use robust frameworks that handle peak loads—like end-of-quarter rushes—while maintaining speed and accuracy. For a firm doubling clients yearly, this means no added admin headcount; automation absorbs the growth. We've scaled systems for consultancies from 10 to 200 engagements per month, with 99.9% uptime and adaptive AI that learns from patterns to further optimize over time.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.