Connecting...

The checklist you already have

Every firm has a new-client checklist: passport or license, utility bill, bank statement, Tax ID, chase after a week, tell Sarah, send to new clients. Paste it into Claude as it is, with one ask: put the answers on the client's contact in Less Annoying CRM.

Each line becomes part of the request

Claude builds the request from the list. The passport or license becomes a photo ID upload, and FolioReady reads the date of birth, ID number and expiry from it. The utility bill proves the address and fills the contact's own Address field. From the bank statement it takes the bank and the last four digits of the account. No document carries the Tax ID, so the client types it. "Chase after a week" becomes reminders: one a week after the request, and one more a week later.

It asks before it changes anything

Before anything that changes your CRM or emails someone, Claude stops and asks. Creating the missing contact fields, inviting Sarah, publishing the request and sending it to Daniel Reyes: one reply answers all four. Then Sarah is invited, and Daniel has his request.

Anything else?

Ask what else to set up, and Claude has ideas: an alert for Sarah when documents come in, an expiry on the request, sending from your own email address, and keeping only the Tax ID's last four digits in the CRM. It lists them and waits for you to pick.

How it's wired

Claude talks to FolioReady through its MCP connector. FolioReady already has your Less Annoying CRM connection, so it reads the contact fields, creates the missing ones and maps each field to its contact field. When the client uploads, the AI reads each document and the values land on their contact. Nothing new is connected to your CRM.

What it built

The request the client fills in. Every field mapped to a Less Annoying CRM field, and the six fields it created there. Reminders every seven days, twice. A short, friendly request email. Sarah on the team, and Daniel's request sent.

Daniel uploads, and his contact fills in

Daniel uploads three documents, and the AI reads each value. His Less Annoying CRM contact fills in: birthday, address, ID type, number and expiry, bank, the account's last four digits and his Tax ID. The checklist is set up in one conversation, and nobody opened a settings page.

Related