Turn the request into a checklist
Extract the client, service, documents, forms, and approvals needed from the first message or form.
Client operations / intake and setup files
Every new client repeats the same intake. The file should start complete.
We deploy private workflows that parse the first request, map the required documents and forms, collect the evidence, and prepare a setup file for the responsible owner. Acceptance, conflicts, and approval stay with the firm.
Requirement mapDocument collectionMissing itemsSetup file
Pattern demonstration / same workflow, synthetic material
Fixed-scope setupClient-owned accountsDraft-and-review firstFull handover
Where onboarding loses time
Most of the delay is missing information.
The firm knows what a complete client file needs. The work is collecting it, noticing what is missing, and asking the right person at the right time.
Assemble the evidence
Match submitted documents and records against the checklist and flag missing or unclear items.
Prepare the file
Create the reviewable setup summary, the open requests, and the next action for the intake owner.
The onboarding boundary
The system prepares the file. The firm accepts the client.
No automatic client acceptance
Conflicts, eligibility, engagement terms, and acceptance stay with the responsible firm owner.
Keep evidence attached
Every submitted document and form remains linked to the setup file that uses it.
Checks stay reviewable
The workflow prepares the pack. KYC, AML, and regulatory determinations stay with the firm and its advisers.
A first onboarding workflow
Build the intake the team already runs by hand.
Choose the client type
Pick one service or client segment with a known list of forms, documents, and approvals.
Define the checklist
List the fields, evidence, and sign-offs the firm needs for a complete file.
Test with real intake
Run the workflow against recent clients and check the missing items, messages, and setup summary.
Hand over the queue
Document the owner, escalation route, and approval step before any client file is accepted.
A client file is complete when the checklist, the evidence, and the open asks are all in one place.
Why trust Pristine3D?
We build and operate production software.
Pristine3D Ltd builds and operates live digital products, and we run private AI workflows internally as part of our own operations. We scope around your real workflow: the documents you own, the questions your team asks, and the access boundary you approve. Based in Lagos, Nigeria, we work remotely with clients worldwide.
We already run live products
Based in Lagos, Nigeria, Pristine3D currently builds and operates smartcards.ng, venu.ng, photoshoot.ng, and ugc.ng in production.
We start with the actual workflow
One input, one output, one test set, and one person who owns the result. We scope a real workflow instead of a transformation programme.
The boundary stays visible
Cloud, model, storage, and messaging accounts stay in your name. The chosen data path, access rules, test record, documentation, and training are part of the agreed scope.
Pricing / fixed scope
Know the starting numbers before you ask.
The final quote follows the workflow. Infrastructure and model bills stay on your accounts.
One Workflow
Starting from$3,500 / ₦2.5m
2 to 3 weeksOne workflow for a small team, with training and handover.
See the one-workflow packageFirm-wide
Starting from$7,500 / ₦8m
4 to 6 weeksMultiple sources, roles, integrations, and admin handover.
See the deploymentAnnual support
Starting from$3,000 / ₦1.5m
per yearStandard care for one delivered workflow. Optional. Larger deployments and active monitoring are separately scoped.
See supportArchitecture review from $500. Standard annual support is $3,000 / ₦1.5m per year for one delivered workflow. New workflows, integrations, active monitoring, and infrastructure are separately scoped; infrastructure, model, storage, and messaging bills stay on client accounts. Full pricing and what changes the quote
Straight answers
Common questions.
Can it accept a client?
No. Conflicts, eligibility, terms, and acceptance stay with the responsible owner. The workflow prepares the file.
Can it run KYC or AML checks?
It can prepare the document pack and checklist. The firm and its advisers decide what the evidence means and what action follows.
How is this different from the solo practice page?
That page covers the solo practitioner's full workload. This page is one recurring workflow: collecting the complete client setup file.
Own your knowledge base
The model is not the product. The knowledge base is.
Documents, the retrieval index, access rules, and the workflows built around them are the asset, and they compound. We deploy so the knowledge base stays yours: on your accounts, in the environment you choose, under access rules your team defines. The model behind the answers is a connector, so the knowledge base moves with you, not with a vendor.
Your corpus, your index
The document store, metadata, and retrieval setup live on accounts you own. No vendor holds the corpus.
Models are swappable parts
Change the model provider, move regions, or go local without rebuilding the knowledge base or the workflow.
The knowledge base is the alpha
Every improvement to the corpus improves the answers, and the improvement stays with you, not with a vendor.
Keep exploring
Related setups.
Start with the intake
Which client type takes the longest to onboard?
Tell us the service, the required documents, and the intake owner. We will scope a workflow around the checklist your firm already knows.