Optimise insolvency client onboarding with RPA

Streamline your insolvency client onboarding processes with fully customisable and scalable solutions

Insolvency practices are under increasing pressure to manage client onboarding, large caseloads, meet strict regulatory demands, and deliver timely, accurate services to clients, all while maintaining profitability. Robotic Process Automation (RPA) offers a powerful, scalable solution to help insolvency firms streamline their insolvency client onboarding, reduce manual workloads, improve data accuracy, maintain strict compliance and stay competitive in a fast-evolving landscape.

Robotic Process Automation uses software “bots” to automate repetitive, rules-based tasks typically performed by staff. These bots mimic human actions such as data entry, system navigation, and document generation, but do so faster, more accurately, and without fatigue.

Our RPA solutions are fully tailored to meet the unique needs of insolvency practitioners. We currently support firms across the UK, customising systems to align with regional regulatory frameworks. We are also able to integrate with a wide range of insolvency and case management platforms such as Turnkey IPS, VisionBlue and more.

A typical automation workflow includes:

Creating a case file on your systems (e.g. Vision Blue / Turnkey IPS)
Carrying out conflict checks
Generate regulatory reports on the company, Director(s) & Shareholder(s)
Carrying out checks on London Gazette, ICO, sanction lists etc
Running AML checks on Directors & Shareholders
Handing ID requests
Carrying out Ethics & Bribery Act checks
Digital filing of all compliance & evidence reports (e.g. SharePoint / Docusoft / OneDrive)
Generation of T&C’s & engagement letter

Ensuring 100% insolvency client onboarding compliance.

The example below demonstrates how our Robotic Process Automation (RPA) solution retrieves company data from Companies House and automatically generates relevant documents based on that information for use in insolvency client onboarding:

Industry Applications and Benefits

Verify conflict checks, automate engagement letters and other documents, and streamline document filing and compliance.
Accelerate client file creation, ID checks, and document preparation.
Seamlessly input client data across management platforms.
Save time by filing and sending documents while clients are still in the building or on the phone.
24/7 ability to perform onboarding/client checks, optimising productivity and client relations.
Time saving allows for the redeployment and/or retraining of talented staff to where they can improve business critical roles within the company.

Key RPA uses for insolvency firms

Insolvency Client Onboarding: Automate data collection from forms and online portals, ID verification, conflict checks, and initial communications, thereby reducing onboarding time from days to minutes.
Case Data Management: Extract and populate data across multiple systems including creditor reports, statutory forms, and correspondence logs. Reduce manual entry errors and improve audit readiness.
Compliance & Regulatory Filing: Ensure timely and accurate filing of insolvency notices, reports, and forms (such as Statement of Affairs or Progress Reports) with built-in logic for jurisdiction-specific regulations.
Communication Automation: Automatically generate and send updates to creditors, debtors, and stakeholders. Maintain consistent, timely engagement without burdening your staff.
System Integration: RPA acts as a bridge between incompatible platforms, allowing your firm to connect older legacy systems with modern insolvency software without expensive IT overhauls.

Tailored Automation Solutions for Your Firm

We specialize in building bespoke RPA solutions designed specifically for insolvency practitioners in England, Wales, and Scotland. Our bots integrate with a wide range of insolvency and case management software, and are fully aligned with industry-specific workflows and regulatory requirements.

Whether you’re handling individual bankruptcies, company administrations, or complex CVLs, our team will work with you to identify automation opportunities that deliver measurable ROI and operational relief.

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