Workflow Orchestration for an International Advisory Practice
CYVERRA VERIDION GROUP LTD engineered an end-to-end workflow automation platform to streamline client onboarding, conflict checks, and engagement billing across five regional offices. The solution unified disconnected legacy databases and eliminated redundant manual touchpoints throughout the engagement lifecycle.
Mid-tier international management and legal advisory group
- -64%
- Client onboarding cycle
- -48%
- Billing reconciliation time
- -82%
- Invoice data error rate
- 4.5 hrs
- Admin hours saved per matter
The Challenge
The advisory group operated across multiple jurisdictions, relying on legacy practice management software and decentralized spreadsheets to manage matter intake, KYC compliance, and monthly billing reconciliation. This decentralized operational model introduced substantial administrative drag, with client onboarding frequently stalling in manual conflict-of-interest reviews and document validation queues. Disparate operational silos also led to significant data discrepancies between regional offices and corporate finance. Partners spent excessive billable hours manually rekeying time entries and reconciling cross-border invoice adjustments, contributing to extended work-in-progress (WIP) cycles and avoidable revenue leakage. Without an integrated operational backbone, leadership lacked real-time visibility into matter status, resource allocation, and cross-office utilization, making it difficult to maintain standardized service levels across the firm's global network.
Our Approach
CYVERRA was engaged to design and implement an event-driven automation framework that integrated the firm's core CRM, document management, and accounting platforms into a synchronized pipeline. The engagement commenced with a comprehensive workflow assessment to map compliance dependencies, approval chains, and automated risk scoring criteria for new client intake. Our engineering team deployed an enterprise orchestration layer leveraging asynchronous microservices and API connectors to automate client verification, conflict checking, and engagement letter generation. Rule-based triggers were established to route complex compliance cases directly to specialized risk officers, while standard intake paths executed automatically within predefined parameters. To address billing inefficiency, CYVERRA integrated automated time-capture validation and dynamic invoice generation modules. The system continuously validates logged hours against engagement caps and jurisdictional tax rules, generating consolidated billing draft packages for partner review without manual data collation.
The Outcome
The implementation established a standardized operating environment across all regional offices, drastically compressing the timeline required to onboard new corporate clients from weeks to days. Automated conflict resolution and integrated KYC verification reduced compliance review bottlenecks while improving regulatory audit readiness. Operational productivity increased markedly as administrative overhead dropped across both consulting and practice support teams. Accelerated WIP-to-invoice cycles improved operating cash flow and enabled leadership to track cross-jurisdictional matter performance through centralized real-time operational dashboards.
Technology used
- Camunda BPM
- Python
- Microsoft Azure Logic Apps
- PostgreSQL
- Docker
- RESTful API Integration
- Power BI
The automated workflows built by CYVERRA eliminated our operational bottlenecks entirely, allowing our practice leaders to focus on high-value client advisory work.