Onboard
Convert enquiries into complete client records without retyping information.
- Adaptive intake
- Multi-party questionnaires
- Document requirements
- Agreements and payments
WHITE-LABEL CLIENT OPERATIONS
Turn client onboarding into a system your company owns.
Collect information, documents, approvals and payments. Coordinate every participant. Run the entire client journey in a secure portal with your brand, domain and workflows.
Custom domains · Private files · Tenant-aware access · Complete audit history
Demo workspaceSynthetic demo data
Staff readiness82%
Engagement for Northgate Advisory
Document reviewClient action
Client next action
Upload proof of address
Due 14 September · Portal view
Requested
Document review
Passport scan.pdfAcceptedProof of addressPending
Payment dueReady to pay
£250.00Onboarding fee for Northgate Advisory
Stripe client secret
pi_demo••••••••Payment Element mounts here when Stripe.js is configured in the client portal.
Your domain and sender identityRole-based client and staff accessPrivate document storageEvery critical action recordedAI providers controlled by tenant policy
THE REAL BOTTLENECK
Your team is not slow. The process is fragmented.
Client data arrives through forms, email, spreadsheets, shared drives and messages. Staff repeat questions, chase missing documents and rebuild the same checklist for every service. Clients cannot see what is expected or what happens next.
Enquiry form
Email attachment
Spreadsheet tracker
Shared folder
Manual reminder
Unclear approval
BoxCase replaces the chase with one controlled journey.
ONE CLIENT JOURNEY
From first enquiry to service-ready.
Each stage can trigger the right request, owner, deadline, document, approval, message or integration.
- 01
Enquiry
Capture structured information and source.
- 02
Qualification
Apply eligibility, risk and assignment rules.
- 03
Information
Collect only what the service requires.
- 04
Documents
Request, validate, review and reuse evidence.
- 05
Approval
Coordinate internal and external decisions.
- 06
Payment
Link quotes, deposits and invoice status.
- 07
Active service
Hand over a complete, verified record.
- 08
Renewal
Reuse data and launch the next cycle.
The operating layer around every client service.
Operate
Give staff one view of the client, engagement, tasks, files, communication and status.
Client record
Engagement
Next deadline
- Client timeline
- Engagement management
- Deadlines and ownership
- Approvals and messaging
Automate
Move work forward when a form is submitted, a document is accepted or a deadline approaches.
Trigger
Branch
Action
- Reusable workflows
- Conditional branches
- Automatic reminders
- Integration actions
Brand
Deliver the experience through your domain, colours, terminology, documents and email identity.
- Custom domain
- Branded portal
- Sender identity
- Multiple solution brands
COLLECT ONCE
Reuse client data without losing its source.
A verified value can populate later forms, agreements, document templates and integrations. BoxCase records who supplied it, when it changed, what evidence supports it and whether your team approved it.
Verified field
Company registration number
- Source
- Demo value
- Last updated
- Demo value
- Verification status
- Demo value
- Linked evidence
- Demo value
- Used by
- Demo value
EXPLAINABLE READINESS
Know exactly what is missing—and who must act.
Readiness is not a decorative percentage. It is a live explanation of incomplete information, rejected documents, pending signatures, unpaid amounts and blocked dependencies.
82%
Service-ready
- Waiting on client: proof of address
- Waiting on team: document review
- Blocked: agreement signature
- Due: 14 September
ONE PLATFORM, SIX OPERATING MODELS
Start with a solution pack. Keep your own process.
Real Estate
Coordinate buyers, sellers, property documents, approvals and transaction milestones.
- Buyer onboarding
- Transaction document room
- Closing checklist
Immigration Services
Collect personal histories, evidence and multi-party information in a controlled case journey.
- Eligibility intake
- Evidence checklist
- Case readiness
Accountancy
Run recurring client requests, document collection, engagement setup and period close.
- New client setup
- Monthly records request
- Year-end workflow
Advertising Agencies
Turn briefs, assets, approvals and recurring requests into a visible client operation.
- Client discovery
- Campaign brief
- Deliverable approval
HR Departments
Coordinate preboarding, documents, policies, access and role-based onboarding.
- Employee preboarding
- New starter checklist
- Offboarding
Payroll Companies
Collect employer and employee data, manage cut-offs and route exceptions for approval.
- Employer setup
- Employee onboarding
- Payroll-cycle readiness
YOUR CLIENT EXPERIENCE
BoxCase can disappear behind your brand.
Use your own domain, visual identity, sender address, terminology, legal links and document branding. Enterprise organisations can run multiple brands from one controlled platform.
Northgate AdvisoryBranded portal
Harbor LegalBranded portal
Summit PayrollBranded portal
- Custom domain
- Logo and colours
- Approved typography
- Email sender
- Portal terminology
- PDF and invoice branding
AI WITH BOUNDARIES
AI proposes. Your team verifies.
Use AI to classify documents, extract structured fields, compare information, summarise an engagement and draft client communication. Tenant policy controls the provider, permitted tasks, data sent and required approval.
Tenant AI policySynthetic demo data
Provider
Azure AI
Region
EU
Raw document sent
Yes
Human approval
Required
Result retention
30 days
Source citation
Enabled
CONTROL BY DESIGN
Keep client access, staff access and AI processing inside defined boundaries.
Tenant context, database policies, private files, short-lived access, role permissions and audit events are built into the operating model—not added as a marketing badge.
Connect the systems that complete the service.
BoxCase orchestrates the client journey and hands structured information to the systems that remain authoritative.
- BrevoAvailable
Payments
- StripeAvailable
- MolliePlanned
Signatures
- Provider integrationIn development
Calendar
- Microsoft 365Available
- Google CalendarAvailable
Accounting
- QuickBooksAvailable
- XeroAvailable
Automation
- WebhooksAvailable
- Make/Zapier-compatible endpointsAvailable
Replace chasing clients with a process that moves itself forward.
Show us one onboarding journey. We will map how BoxCase should run it under your brand.