A CRM and client portal that tripled onboarding speed
An advisory firm losing billable hours to manual onboarding and document chasing — fixed with a custom CRM and client portal.
The problem
Meridian’s consultants spent billable hours on manual client onboarding, document collection and follow-up. A generic CRM didn’t fit their process, adoption was poor, and leads slipped through unmanaged.
How we tackled it
We modelled their real client lifecycle and designed a CRM around it, then automated onboarding and document collection through a secure client portal — prioritising adoption so the team would actually use it.
What we built
A tailored CRM with their pipeline and automations, plus a client portal that handles onboarding and document exchange automatically — freeing consultants to do billable work.
- CRM modelled on their exact client process
- Automated onboarding and document collection
- Secure client portal for documents and status
- Follow-up automation so nothing slips
- Custom CRM & pipeline
- Secure client portal
- Onboarding automation
- Email/calendar integration
“Onboarding used to eat days of senior time. Now it largely runs itself, and clients love the portal. It’s given us our most valuable hours back.”
Capabilities behind this build
CRM Development
A CRM built around your real sales process — not one you have to contort your team to fit.
Explore Self-service, fewer ticketsCustomer Portals
Secure portals that let customers self-serve — cutting support load and raising satisfaction.
Explore Stop doing it by handWorkflow Automation
Automate the manual, repetitive processes quietly draining your team’s hours every week.
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