Onboarding and AML rekeying
The same client details get entered into four places during onboarding. We capture once and populate everywhere, with the check evidence attached to the file automatically.
Business systems and automation consultancy in Leeds
Leeds has a deep base of finance, legal and insurance firms where admin quietly eats the week. We remove the rekeying, connect the handoffs and leave documented workflows behind.
How business runs in Leeds
Leeds is the largest financial and legal centre outside London, and that shapes the work. Firms here are rarely short of process — they are weighed down by it. Client onboarding, file opening, AML checks and fee-earner reporting are each documented somewhere and each involve retyping the same details. Automation has to preserve the audit trail, not route around it.
What we keep fixing for Leeds businesses
Three patterns we meet again and again across West Yorkshire.
Compliance that can't be shortcut
Regulated firms can't simply remove steps. We keep every required step and remove the manual copying between them, so the audit trail gets stronger, not thinner.
Fee-earner and consultant reporting
Billable people spend hours assembling numbers. We generate the reporting from the systems already holding the data and leave the judgement to them.
What we do for Leeds businesses
Typically founder-led teams of 5–50 people. Common sectors here: Financial services, legal, insurance broking, recruitment and healthcare services.
Systems audit
We spend time with your team, map how work actually moves, and hand back a plain-language report with a prioritised fix list. The first call is free.
CRM and admin automation
Enquiries, payments, onboarding and follow-up connected into one workflow, so nobody retypes the same customer details into three different tools.
Bespoke AI agents
Where it genuinely saves time, we build agents that draft, sort and check work — with clear guardrails and a human signing off.
AI compliance
If you use AI in the business, we check where you stand under the EU AI Act and put simple, sensible paperwork in place.
Handover and training
Your team gets documented workflows and training. The system keeps running whether or not we're in the room.
Ongoing support
After handover, most clients move to a lighter retainer so the system keeps pace as the business changes.
What this looks like in practice
West Yorkshire professional services firm
Client onboarding and file opening
- Client details captured once and populated across onboarding, checks and the file record.
- Check evidence attached to the file automatically, leaving a cleaner audit trail.
Working with clients in Leeds
Fully remote delivery with on-site days available for hands-on teams.
Leeds work runs remotely as standard, which keeps the cost down; we travel up for discovery or handover when a team needs to be in the room.
Where our Leeds clients sit
- Wellington Place and the financial quarter
- Park Square legal offices
- Leeds Dock and Holbeck
- Thorpe Park and Leeds Valley Park
- Harrogate and Wakefield
We also cover Bradford, Wakefield, Harrogate, Halifax, York and the wider West Yorkshire area.
Where else we work
Decode & Grow is based in Cardiff and works with businesses the length of the UK.
Common questions from Leeds businesses
We're regulated. Can you automate without weakening our audit trail?
Yes, and in practice it usually strengthens it. We never remove a required step — we remove the manual copying between steps. Every automated action is logged, evidence attaches to the file automatically, and the documentation shows exactly what happens and when.
Can you speed up client onboarding and AML checks?
This is the most common Leeds request. The same client details typically get typed into three or four places during onboarding. We capture them once, populate the rest, and attach the check evidence to the file without anyone saving PDFs by hand.
Do you work with recruitment firms as well as finance and legal?
Yes. West Yorkshire recruitment businesses have a similar shape of problem: high volume, repeated data entry, and consultants spending billable hours on admin and reporting instead of placements.
Is Leeds work remote?
By default, yes, which keeps the cost down and suits most firms here. We travel up for discovery workshops or handover training whenever a team would rather be in the room.
Ready to make work feel simpler?
Start with a free systems audit. No pitch, no pressure — just a clear map of where your time is going.