The document chase
Admin sends the onboarding checklist, then sends it again a week later, then again. Half the time it lands in junk. Clients drift because nobody has time to ride them properly.
We install a quiet onboarding system that captures every new client, sends the document checklist within seconds, chases what's missing on its own, and keeps every file visible in one control centre — so your team never rides clients by hand again.
A prospect agrees to come on board, you send the welcome email and the document checklist — and three weeks pass with nothing. By the time anyone chases, the relationship has already cooled. This isn't a marketing problem. It's an operations problem.
Admin sends the onboarding checklist, then sends it again a week later, then again. Half the time it lands in junk. Clients drift because nobody has time to ride them properly.
One person onboards the client, another does the work — and detail falls through the gap. Nobody's sure what was promised, what was sent, or where the file actually lives.
Senior staff end up chasing paperwork because they're the only ones who hold the context. High-value people doing low-value admin — every delayed onboarding is unpaid work.
From the moment a new client submits the onboarding form to the moment their file is complete, the system handles everything in between. Your team only sees what needs human judgement.
Client submits the onboarding form on your site
A record appears in your Airtable instantly
Acknowledgement & checklist sent within 60 seconds
Your firm gets an internal alert with full context
The system chases on its own if documents are late
Onboarding marked done, the chase loop stops
Nothing about how you do the work changes. What changes is everything that happens around it.
Two minutes. Fill in a dummy onboarding form on our demo accounting firm, see the instant acknowledgement, and open the firm's control centre — exactly what your clients and your team would experience.
Most firms start with onboarding because that's where the leakage is most visible. Once it's running, the same engine extends into document collection, follow-up sequences, and internal handovers.
A done-for-you onboarding workflow that captures new clients, sends acknowledgement, collects documents, and follows up — without anyone in your firm chasing.
For firms that want to go beyond onboarding — automating document handovers, multi-step reminders, internal task routing, and ongoing client communications.
Nothing replaces your existing CRM or accounting software. The system slots in alongside the tools your firm already trusts.
Hi, I'm Mo — founder of Aletheia Strategic. I didn't start by guessing where firms were losing clients, I tested it: filled in real enquiry forms on 15 UK accounting and bookkeeping websites and watched what happened. 9 never replied at all. That gap is what this system exists to close — quietly, in the background of your firm.
Book a 20-minute call. We'll look at how your onboarding works today, find where it leaks time, and show you what the system would look like for your firm. No pitch deck, no obligation.
Book a 20-minute workflow review →