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04

Client Onboarding SaaS

Document management and approval workflow platform — digital onboarding, identity/compliance verification, and AI automation. Webhooks and APIs for CRM integration.

Role
Full-stack developer — onboarding workflows & integrations
Outcome
Streamlined document approval cycles
Stack
Laravel · React · MySQL · Redis · REST · AWS
Topology
FEReactAPILaravelDBMySQLCACHERedis[AWS]
Problem

Manual document collection and approval was the bottleneck in client onboarding — physical paperwork, slow back-and-forth, and brittle CRM hand-offs.

Approach
  • /01Workflow engine that models onboarding as ordered steps with reviewer assignments and audit trails.
  • /02Webhooks + REST integration so the CRM stays in sync without nightly batch jobs.
  • /03AI automation for document classification and field extraction to cut review time.
Impact
  • →Approval cycles shortened materially once the manual chase-down was removed.
  • →Compliance trail is now searchable instead of buried in email threads.