Develop Client Onboarding Automation

Build an Automated Client Onboarding Workflow
Project Overview
We are a corporate services firm looking for an experienced workflow automation specialist to design and implement a secure, efficient and user-friendly client onboarding workflow.
We already have client onboarding, company setup and customer due diligence (CDD/KYC) forms. The successful freelancer will help us convert our current manual process into a structured digital workflow with clear task ownership, approval stages, document collection and audit trails.
Scope of Work
1. Map the onboarding process
2. Build the client intake process
3. Create an internal review workflow
4. Automate documents and file management
5. Build reminders and tracking
6. Security and data protection
Preferred Technology
We use Google as our primary workspace.
Proposal
Please explain why your proposed solution is appropriate. We prefer a solution that is secure, easy for clients and staff to use, maintainable without dependence on the original developer, capable of being updated as our forms and processes change, and reasonably cost-effective to operate.
Required Deliverables
• a documented workflow map;
• a functioning client onboarding form or portal;
• an internal review and approval workflow;
• secure document-upload functionality;
• document and folder automation;
• notifications and reminders;
• onboarding status tracking;
• an audit trail;
• testing using sample client scenarios;
• administrator and user instructions;
• source files and configuration details;
• transfer of all administrator access and ownership to our firm; and
• a post-launch defect-support period.
Your Proposal Should Include
1. Examples of similar workflows you have built.
2. Your recommended technology stack and the reasons for it.
3. How you would protect confidential client information.
4. How our firm would maintain and update the workflow after handover.
5. Your proposed project stages and timeline.
6. Your fixed fee or milestone-based quotation.
7. Any expected third-party software or subscription costs.
8. The post-launch support included in your fee.
Suggested Milestones
1. Process review and workflow design
2. Prototype and approval
3. Core workflow development
4. Integrations and document automation
5. Security review and user testing
6. Deployment, documentation and handover
7. Post-launch support