From convoluted paper flows to an automated client portal

A leading business services firm specializing in company formation, administrative support, and visa processing was drowning in manual processes. Frequent regulatory changes created constant rework. Every transaction required multiple submissions and checks. Clients demanded faster, more transparent services. However, as demand rose errors increased, turnaround times lagged, and client satisfaction declined.

Scribex designed and implemented a custom automation platform that transformed operations from paper-driven to portal-based. A dynamic questionnaire engine mapped every service scenario, automatically generating required documents. An automated pricing engine calculated government and service fees to the cent, delivering instant, accurate, and trustworthy quotes. A client-facing portal enabled guided service selection, personalized quotes, document checklists, and online submissions — all backed by powerful administration tools allowing staff to update rules, fees, and workflows in real time without developer support. Audit-ready documentation, automated validation, and version control ensured services met the highest regulatory standards.

The results:

• Error rates reduced to near zero through automated document validation.

• Turnaround time cut from days to hours, accelerating client onboarding.

• Client satisfaction increased significantly, driving retention and referrals.

• Staff productivity soared, freeing experts to focus on higher-value advisory work instead of repetitive tasks.