The Problem: The Paperwork Chase
You sign a client. Now you need their Passport, Utility Bill, and signed Terms. You send 5 emails. They reply with a blurry photo.
The Cost of Manual Work
Billable hour: £250. Time spent chasing docs: 2 hours/client. Cost: £500 per client in lost billable time.
The Solution: The 'Compliance Clerk' Agent
We replace this manual chaos with a simple 3-step automated workflow. Here is the architecture we build for Legal clients in our 5-Day Sprint.
Step 1: The Trigger
Client marks 'Proposal Accepted' in PandaDoc.
Step 2: The Intelligence
Automation triggers a secure upload portal link sent via Email/SMS.
Step 3: The Action
Client uploads passport. AI Vision (OCR) verifies it instantly and saves it to the Case Management System.
The Result
You start billing immediately. Compliance is 100% accurate.