Your client intake
runs itself now.
Automate the admin and senior prep work between client signature and advisory. In production in 4 weeks.
Every new client costs you more than you think.
Most CAS firms know this is a problem.
They just don't have time to fix it while running the business.
From intake to CRM in 3 minutes. Not 12 hours.
Three steps. No new logins for your team. No data entry. The work just shows up done.
Client submits
Your client fills a branded form and uploads their documents. No manual follow-ups required.
AI reads & classifies
Traceline reads every document, identifies the type, extracts the key fields, and flags anything missing. Confidence threshold: 92%+.
Tools auto-update
Contact created in Karbon or HubSpot. Files routed to the right Drive folder. Your team gets a Slack notification. Done.
The dashboard your operations team opens every morning.
Works with the tools your firm already uses.
No migrations. No new logins. We connect to what's already in your stack.
In production in 4 weeks. Here's exactly how.
Discovery
We map your current intake process, your tools, and what "done" looks like for your team.
Build
We configure Traceline for your firm: document types, CRM fields, folder structure, approval rules.
Go live
We run 10 real client intakes with your team watching. We don't hand it over until it works.
We stay
Monthly retainer keeps it running, improves it, and adds new workflows as your firm grows.
Six questions. Honest answers.
We already tried automating with ChatGPT and it didn't work. +
ChatGPT is a chatbot, not a system. Traceline is a production workflow with integrations, error handling, audit trails, and an SLA. The difference is that ours runs every day — not just in demos.
Do we need to change our existing tools? +
No. Traceline connects to what you already use — Karbon, QuickBooks, Xero, Drive, Slack. Your team works exactly as before, minus the manual steps.
What if our client data can't leave our network? +
We support fully on-premise deployments with local AI models. No client data leaves your infrastructure. We've shipped this for firms with strict SOC 2 and state-level compliance needs.
How long does it actually take? +
Four weeks from kickoff to go-live. We've done it faster, never slower. If we hit a real blocker, we tell you on day three — not week four.
What if something breaks after go-live? +
That's what the retainer is for. We monitor every workflow, fix issues before your team notices, and ship improvements every month.
What's the actual ROI? +
Most CAS firms spend 8–14 hours of mixed admin and senior staff time on each new client onboarding — translating to $8K–$15K/month at typical volumes. Traceline replaces ~80% of that work. We calculate the exact math for your firm in the discovery call.
Stop losing senior hours to client prep work that should run itself.
30-minute call. We'll show you exactly what Traceline would automate in your firm — and what it would cost.
Book your free discovery call →