Client Portal and Client Onboarding Assistants for MyDocSafe

1. Intelligent Client Onboarding Assistant

User Profile

New MyDocSafe trial users across multiple industries requiring account setup with industry-appropriate forms, contracts, and templates.

Challenge

‍The initial account setup experience significantly impacts trial-to-customer conversion rates. Key obstacles include:

• Extended setup processes that delay time-to-value

• Industry-specific configuration requirements that vary by sector and use case
• Complex navigation of PDF forms, contracts, and template libraries

• Lack of contextual guidance for users without technical expertise

‍

Technical Solution

AI Assistant Functionality

‍The onboarding assistant replaces traditional account setup wizards and templates by integrating multiple knowledge sources:

Help Documentation: Accesses Help.mydocsafe.com for comprehensive setup guidance  

User Context: Leverages user information including country, industry, purpose of using MyDocSafe, and specific use cases.

• Content Libraries: Draws from existing PDF forms, contracts, and templates

• Setup Automation: Simplifies and automates account setup time

• Industry Expansion: Widens the range of industries that MyDocSafe can effectively serve

‍

‍

2. AI-Powered Client Portal Assistant

‍

User Profile

‍Professional services firms (accounting, legal, wealth management) utilising MyDocSafe client portals, and their end clients who access documents and services through these portals.

Challenge

‍Professional services firms face increasing client expectations for immediate support whilst managing operational costs and resource constraints.

• High-volume routine enquiries that impact support team productivity

• Client navigation difficulties within portal environments

• Requirement for immediate access to documents, task status, and account information

• Need for secure, compliant client communication channels in regulated industries

‍

Technical Solution

Personal Assistant Architecture: The portal assistant enables users to "talk to an advisor's avatar," particularly valuable in wealth management, law, accounting and other professional services firms. The system integrates comprehensive knowledge sources:‍

MyDocSafe Client Portal Data:

Documents, public documents, tasks, data from forms, chats and announcements (from the client of our client)

• Proprietary Client Data: Custom information from MyDocSafe's direct clients
• Conversational Interface: Natural language processing for intuitive client interaction
• Security Framework: Operates with mandatory security and data privacy protocols for professional services compliance

Compliance Standards: Maintains required security and data privacy standards for professional services operations

‍