01
Client onboarding
Organize the documents, contacts, and system details needed to start an engagement. Track missing items and prepare the next request.
Automation for HR service firms
Serve more clients with less repetitive administration.
We help outsourced and fractional HR firms reduce the copying, checking, and follow-up involved in client onboarding and recurring reporting. We connect the tools your team and your clients already use.
Where we can help
Make recurring client work easier to prepare and review.
02
Recurring client reports
Combine approved exports, apply consistent calculations, and prepare the report for your team’s review.
03
Data checks across systems
Compare client records and flag differences. Give each unresolved item an owner so it can be followed through.
See an example
A checked report, with open questions still visible.
Compare two sample source files, review a difference, and prepare a client report. The walkthrough shows which steps use ordinary software and where a person decides.
Try the walkthrough →Synthetic data. No live systems connected.
- 1
Bring the approved source files together.
- 2
Flag differences and record the reviewer’s decision.
- 3
Prepare a report with source dates and any open follow-up.
A useful starting point
Choose a process you can measure.
A strong first project is a report, data check, or onboarding task that your team repeats across clients. We scope one process first, including how each client’s data and access stay separate.
What we can compare before and after
- Preparation and review time per client report
- Corrections requested after delivery
- Open data questions and their age
- Client onboarding steps waiting on missing information
We agree on the measures before building. Results depend on the process and how the team uses it.
Working with your team
Your team remains responsible for advice, data definitions, and client relationships. We agree on access separately for each client. We support administrative work without making or recommending hiring, pay, termination, or other employment decisions.
Data, access, and review →Start with a conversation
Bring one recent example of the work.
Free introductory call. Discovery, when needed, is $1,500. Scoped builds start at $5,000.