Problems

What will AGI do for Secure Client Document Intake?

Professional services—wealth management, accounting, and law—depend on collecting highly sensitive financial and legal documents from clients before billable work begins. This intake process routinely stalls because clients struggle to navigate secure portals, frequently forgetting passwords or abandoning the upload entirely. Instead, clients default to the lowest-friction channel, emailing unencrypted PDFs or texting photos of sensitive forms directly to their advisors. This creates severe compliance vulnerabilities and violates standard data protection mandates.