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LionShieldAI

We work out where AI pays in your business, then build it.

Have you ever had a new client's paperwork bounced back for one missing signature?

They said yes weeks ago. The forms went back and forth. Now one blank box sends the whole set round again.

Who this is for

  • Every new client needs signed forms, IDs and records from elsewhere.
  • Your team checks each set by hand before it goes out.
  • Sets get rejected for small things, and start over.

When we'd tell you not to bother

A few new clients a year? A careful checklist is enough. If your forms are already pre-filled and e-signed, you're most of the way there.

Where it breaks

  1. Client says yes
  2. Forms sent
  3. Forms returned
  4. CheckedDone by hand, against rules nobody wrote down.
  5. Gaps chased
  6. Submitted
  7. Accepted
  8. Work starts

Clients get asked twice for things they already gave. Forms come back half done.

Nobody checks against the rules until something bounces. The first weeks spend the trust the sale just earned.

In wealth management, it's account forms and the transfer from the old custodian. In an insurance agency, it's the application and prior loss runs. In accounting, it's the engagement letter and last year's returns.

What we'd build: a new-client paperwork tracker

It checks every form before submission and chases what's missing.

What changes

  • Forms are pre-filled from what the client already told you.
  • Each returned form is checked for blanks, signatures and dates.
  • Missing items get a personal reminder, drafted for approval.
  • Sets go out complete, so they don't bounce.

What it's worth

Count last year's new clients and the days from yes to fully set up. Count the sets that bounced, and the hours spent fixing each.

Then ask what those weeks cost in work you couldn't start.

New clients · this week

14 clients in setup

Complete8 submitted
Missing4 without a signature or ID, reminders drafted
Held1 transfer form with an account number that doesn't match
Waiting1 on a prior firm, follow-up due Thursday

Reminders wait for your team to approve and send.

How it runs

Show the full detail

When it starts

When a client says yes.

What it works with

Your CRM or client system, your e-signature tool and portal, and your shared inbox. We confirm each one with you first.

The steps

  1. Builds each client's checklist from their type and services.
  2. Pre-fills forms from what the client already gave you.
  3. Checks each returned form for blanks, signatures and dates.
  4. Names what's missing and drafts a personal reminder.
  5. Holds sets that would bounce, with the reason.
  6. Tracks each set until it's accepted.

Who signs off

Your team approves every message and every submission.

What it never does

It never signs, submits or changes an account. It never sends a form on its own.

What we'd need

Your onboarding checklist by client type. Access to your forms and inbox. Twenty past sets, rejected ones included.

Goes well with

  • A yearly document chase, so returning clients send papers on time too.
  • Same-day first replies to new clients' questions.
  • Lead follow-up, so an enquiry becomes a client sooner.

You become the firm new clients call easy to join.

New clients are set up right first time, and nothing comes back.

Yours will differ. The first conversation is where we work out how.

Next: a first conversation.

One of our co-founders. About an hour. Free, and no access needed.

Ask for a first conversation

A person writes back, usually within one working day.