🇲🇾 🗂️ Operations & adminIllustrative example
Draft new-client onboarding packs for a company secretarial firm
Illustrative example, not a reported result. Try it and submit your numbers.
Done withClaude
1The problem
Company secretarial and consulting firms re-type the same engagement letter, KYC checklist and deadline list for every new client.
2Agent setup
Paste the client's company details and your templates; the assistant fills the engagement letter, lists KYC documents and drafts a first-year compliance calendar for staff to check against SSM requirements.
3Result
Illustrative example, not a reported result. Try it and submit your numbers.
4Copy-paste prompt
Using this client profile [paste] and my engagement letter template [paste], fill in the letter, list the KYC documents I need, and draft a 12-month compliance calendar. Mark anything I must verify with SSM.