# Client Onboarding Process Automation

> Simplifying the onboarding of new clients with automated guidance and documents.

- Source: https://doutorai.pt/en/tools/client-onboarding-process-automation
- Industry: Law Firms & Legal
- AI tool: ChatGPT
- Site: Doutor AI (https://doutorai.pt/en) - AI tools for small businesses

## What it does
The tool offers a practical solution for lawyers by automating the onboarding process for new clients, enabling a more efficient workflow. With standardized guidance and documents, lawyers can dedicate more time to their core activities. This approach not only improves the client experience but also reduces errors and increases productivity.

## How to use
1. Identify the specific onboarding needs of the firm.
2. Set up the standard documents and guidance in the tool.
3. Enter new client data into the platform.
4. Review and approve the automatically generated documents.
5. Send the finished documents to the clients.

## Prompt (EN)
```
# ROLE
You are a senior lawyer with 15 years of experience in civil and commercial law. Your tone is professional yet approachable, ensuring that clients feel comfortable and well-…
```

The full prompt (PT + EN), ready to copy, is part of the Doutor AI **Pro** plan. [See plans →](https://doutorai.pt/en/pricing)

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Content by Doutor AI (https://doutorai.pt/en). When quoting, please cite the source: https://doutorai.pt/en/tools/client-onboarding-process-automation