Onboard new clients without your team doing the admin.
We set up AI to send the engagement letter, collect the documents, run the checks and set the client up in your systems. Your team steps in only when something needs a decision.
If your team doesn't get the hours back, we'll work for free until they do.
You've won the client. Then the paperwork starts.
The same admin on every new client.
The letter, the forms, the checks and the set-up, typed out again each time.
Halden Group letter (copy).docxChasing documents by email.
Someone has to remember who still owes what.
Onboarding tracker.xlsxMThe client's first impression is paperwork.
They were ready to start the day they said yes.
InboxFrom “yes” to ready to start.
Orrin Dental engagement letter
Sent to Priya Shah to sign
Client added to HubSpot
Billing set up in Xero
Project created in Asana
Kickoff booked01AI drafts the engagement letter
From the proposal and your standard terms, for a senior person to approve.
02The client gets one simple request
A single link for the details and documents you need, with reminders sent for you.
03AI runs the checks
It reads what comes back, flags anything missing or unusual, and passes ID and conflict checks to the tools you already use.
04AI sets the client up
In your CRM, billing and project or practice management system, with the kickoff booked.
Built into: Outlook or Gmail, your e-signature tool, and your CRM, billing and project or practice management systems.
What our clients say.
“It's given me back probably a third of my time, which is unbelievable.”
We now do the work that used to wait on Joey. It took us a week to take it over.
0:52Floor Authority
Double the business, with only a few new hires.
We took the repetitive work out of their quoting, stock and accounts. Their team no longer does it by hand, so they spend their time on customers.
In revenue a year
Growth in two years, with only a few new hires
Staff productivity measured by CEO
“Simply couldn't deliver at the pace we are without NQU support. We can now tell clients when things will be done and have complete confidence they will be.”
“They think ahead, always deliver on time and are able to guide you along.”
Why not just use something else?
- The onboarding module in your practice or project systemUse it if it fits how you work. Most cover the forms and leave the letter, the chasing and the other systems to your team.
- A form and a checklistCollect the information. Someone still reads it, chases it and retypes it.
- An administratorWorks well, until volume goes up or they're on holiday.
- Your AI peopleAI drafts the letter, sends the client one request with reminders, runs the checks and sets the client up in your systems, so your team steps in only when something needs a decision.
AI your team actually wants, in use within 14 days.
We start small, prove value, and then scale further.
Fenwick & Hale intro30 minMMia Santos
George's notes04:10Proposals take a day each09:35Meeting notes typed by hand13:20Client details entered twice18:45Copilot licences, little use01We find where AI can help.
On the intro call, we learn how your firm works and where your team spends its time. You don't need to prepare anything.
- AI opportunity audit
- 01Proposal first drafts6 hrs/weekStart here
- 02Meeting notes into HubSpot4 hrs/week
- 03New client set-up in Xero3 hrs/week
- 04Month-end client reports2 hrs/week
02We send your AI opportunity audit.
Within 24 hours, we'll send our opportunity audit that details the hours we can save your team. If we don't save them, we'll continue working for free until we do.
- Can you send a proposal?HHannah Okafor09:14Okafor proposal.docxProposal drafts14 days
- Access agreed with IT provider
- Built in Outlook
- Team trained
- LiveDay 14
03We get your first system in use within 14 days.
We build it into the tools your team already uses, and talk to your IT provider for you. Then we train the people who'll use it.
- TeamsFenwick & Hale × NQUPostsFiles
Friday update- Shipped
- Invoice chasing in Xero
- Next
- Client onboarding pack
- From Mia
- A recent pack to copy
👍1Mia SantosThe list of 6- Proposal drafts
- Invoice chasing
- Onboarding pack
- Board report
04We keep going.
We work through the list in your audit as fast as your team can handle each change, and keep improving what's live as your team tells us what works.
What you won't have to do.
After the intro call and a kickoff, we handle the rest, including working with your IT provider and training your team.
“The confidence that the job will be done right is the best thing. We can hand off anything and it will either get done perfectly or there will be clear communication by NQU for what is needed.”
- Work out what AI could do for your firm
- Roll it out to everyone at once
- Replace software you rely on
- Chase your IT provider
Your team gets the hours back. Or we'll work for free until they do.
In your audit, we tell you how many hours we can save your team. We get your first system in use within 14 days. If we don't save the hours, we'll keep working for free until we do.
“Not Quite Unicorns delivered nothing but excellence for the two major projects we worked on with them. It's quite refreshing working with a company that delivers on its promise.”
Frequently asked questions.
Can AI onboard new clients?
Yes, most of it. It drafts the engagement letter, collects and reads the documents, starts the checks and sets the client up in your systems. A person approves the letter and decides anything unusual.
Does it do ID and anti-money-laundering checks?
It hands them to the checking service you already use and reads the result. It doesn't replace that service or your compliance officer's decision.
Does it work with our systems?
Usually. We check this before we promise anything, and it's covered in your AI opportunity audit.
What does the client see?
One clear request from your firm, in your branding. They don't talk to a chatbot.
Is our data safe?
Yes. It runs in your own Microsoft or Google account, or in ours in the UK, EU or US. We only use business AI accounts, and they don't learn from your data.
What does it cost?
One flat monthly fee covers this and everything else we build for you. Our minimum engagement is normally $3k/mo.
Other tasks we can take off your team.
First drafts from your precedents
AI drafts from your own precedents, in your house style, ready to be checked by a fee earner.
Review against your playbook
AI checks each contract against your standard positions and flags any deviation.
Intake and triage
AI reads each enquiry, flags possible conflicts, routes it to the right person and drafts a reply.
Onboard new clients without your team doing the admin.
Book an intro and we'll send your AI opportunity audit within 24 hours. It shows where AI can save your team time.