What does client onboarding automation cover?

The whole journey from signed deal to working client: welcome and data-capture forms, document collection, e-signing, compliance checks, and accounts created in your systems automatically. Details are captured once and land everywhere they're needed — no re-keying, no 'did you get my attachment?' emails.

Can you automate KYC checks?

Yes. For accountancy, legal and financial-services firms we build identity and KYC checks into the flow, with an audit trail kept for every client. The checks run automatically; the judgement on edge cases stays with your compliance person, where it belongs.

How much does client onboarding automation cost?

From £5,000 for one client journey automated end to end. A larger build — KYC checks, a branded client portal, accounts across several systems — starts from £12,000. Fixed price, agreed before anything starts.

Will onboarding still feel personal to clients?

More, not less. Automation takes the admin — forms, chasing, setup — so your first human contact is a conversation, not a checklist. Clients notice the difference between a tidy guided flow and three weeks of email ping-pong.

How long does onboarding automation take to build?

Quicker than our typical three-month project for a single journey — onboarding flows are well-bounded, which makes them one of the faster automations we ship. You'll get a clear timeline upfront.

Client Onboarding Automation Services

Every step, with a team who's done it before

New clients shouldn't arrive to three weeks of email ping-pong and 'did you get my attachment?'. But automate it clumsily and onboarding feels cold. The fix is a guided flow that takes the admin, so your first real conversation is a conversation, not a checklist.

Book a free 20-minute consultation

Map the journey

We map every step from signed deal to set-up — forms, documents, signing, checks, accounts — and find where clients stall. If yours is one email and a call, we'll say you don't need this yet.
Scope the flow

You get a fixed price: from £5,000 for one guided journey, or from £12,000 where KYC checks, a branded client portal and accounts across several systems are needed. Agreed before anything starts.
Build the flow

We build the guided flow — forms, document collection and e-signing gathered in order, DocuSign or QR-and-SMS where it fits — with automatic chasing for what's missing, so nobody re-keys a thing.
Add checks

Regulated intake gets identity and KYC checks built in with an audit trail per client, edge cases still routed to your compliance person. All code and IP yours on payment.

First impressions we automated

Frontline workers joining Connect by CoCentric by QR code or SMS instead of an IT ticket, members unlocking Udokk's video platform with access codes, and Gemdarr's will-writing clients guided through a structured intake with DocuSign signing handled end to end — onboarding that runs itself, from the client's first tap.

Connect by CoCentric

A secure chat and calling app for frontline workers, built for CoCentric's Connect platform — messaging, voice and video, and a white-label design system that adapts to every organisation.
Read more
Udokk

Udokk is a health and wellbeing content platform CodeLeap built from scratch — iOS, Android and web — where creators publish video content, grow a following and earn through subscriptions.
Read more
Gemdarr

A secure platform for creating legally recognised wills online — a guided, fully digital service CodeLeap built end to end, taking people from a first draft through to a properly witnessed, executed will.
Read more

See more case studies

The tech

The pieces an onboarding flow is built from — e-signing, identity, payments and the CRM it all lands in, labelled shipped or works-with.

DocuSign

Gemdarr's clients are guided through DocuSign signing and witnessing we orchestrated end to end — engagement letters can work the same way.
QR & SMS onboarding

Connect by CoCentric's frontline workers join by QR code or SMS instead of an IT ticket — onboarding we shipped for people without desks.
Apple & Google sign-in

We've shipped Apple and Google sign-in so new clients start with one tap — every field you don't ask for raises completion.
Stripe

Billing starts inside the flow — we've shipped Stripe subscriptions, so 'signed up' and 'paying' happen in the same sitting.
Identity & KYC checks

For regulated intakes we build identity and KYC checks into the flow with an audit trail per client — edge cases still route to your compliance person.
Salesforce & HubSpot

We integrate with Salesforce, HubSpot and the CRM you already run — details captured once land everywhere they're needed.
Xero

Accounts, first invoices and payment terms set up in Xero automatically — we've shipped the wiring that keeps finance's copy matching sales'.
And much more

This is what comes up most often, not a limit. Bring us something that isn't on this list and we'll get up to speed on it — working with something new is the job, not an obstacle.

What our clients are saying

Real reviews from clients we have delivered for, on Clutch and elsewhere.

4.9 via Clutch

The enthusiasm, understanding of our mission, and passion from the first few minutes of the call were the deciding factors in choosing CodeLeap. Within 3 months of our app launching, we had over 1,500 downloads, appeared in leading publications from Forbes, The Metro, Marie Claire, Women's Fitness and many more, and started raising further investment.

Charlie CEO, Becon
They are incredibly diligent in the quality of work they produce, and go above and beyond when it comes to solving issues faced within the project, and to ensure we meet strict project deadlines. You never feel like you are one of many clients, and they ensure they are always there to help with any need you have, no matter how big or small.

Amelia Parmiter Marketing Manager, AWS - Marble
CodeLeap made me feel like my options were limitless in terms of what could be achieved, which was critical to me as we were creating something very unique. I'm glad I chose Codeleap over a large corporation as the personable approach resulted in a smooth and pleasant experience.

James CEO, Bearable
Working with CodeLeap was a very good experience from both a professional and personal point of view. These people know what they are doing and are both efficient and clever and made a good partner. I wouldn't hesitate to recommend CodeLeap.

John CEO, Neurometrics-Diab
CodeLeap adds so much value and goes above and beyond what I expected. CodeLeap's team is very flexible with all the different requests we've put in front of them. They've also been great with the whole business side of things, and being able to forecast for this industry is really helpful. Overall, I'm completely satisfied with their work — they've been incredibly helpful.

Johanne CEO, Cherry
Their flexibility and focus on quality were outstanding.

Mike Fenna CTO, Kite Insights
Marcelo has been wonderful throughout the process and we are very happy.

Amrit Director, Energy Company
Absolutely FANTASTIC. This is very much what I had in mind. We're very pleased with your team, thank you all very much.

Rich Director, Legal Company

See all reviews on Clutch

Recognised by the industry

Independent rankings from Clutch, The Manifest, SME News and the National Digital Awards.

Flexible, transparent pricing

Onboarding automation

One client journey
- One guided flow from signed deal to set up
- Forms, documents and e-signing collected in order
- Client details entered once, used everywhere
- Automatic chasing for missing information
- Fixed price agreed upfront
From £5,000
Book a free consultation
Onboarding platform

Complex or regulated intake
- KYC and identity checks built into the flow
- A branded client portal for progress and uploads
- Accounts created across your systems automatically
- An audit trail kept for every client
- All code and IP yours on payment
From £12,000
Book a free consultation
Other development services

Design · Build · Launch
Contact us

Any questions? We're here to answer

Everything you might want to know before starting a project with us.

The whole journey from signed deal to working client: welcome and data-capture forms, document collection, e-signing, compliance checks, and accounts created in your systems automatically. Details are captured once and land everywhere they're needed — no re-keying, no 'did you get my attachment?' emails.
Yes. For accountancy, legal and financial-services firms we build identity and KYC checks into the flow, with an audit trail kept for every client. The checks run automatically; the judgement on edge cases stays with your compliance person, where it belongs.
From £5,000 for one client journey automated end to end. A larger build — KYC checks, a branded client portal, accounts across several systems — starts from £12,000. Fixed price, agreed before anything starts.
More, not less. Automation takes the admin — forms, chasing, setup — so your first human contact is a conversation, not a checklist. Clients notice the difference between a tidy guided flow and three weeks of email ping-pong.
Quicker than our typical three-month project for a single journey — onboarding flows are well-bounded, which makes them one of the faster automations we ship. You'll get a clear timeline upfront.