# Client Onboarding for Forensic Accountants

> AI drafts the engagement letter, generates a tailored document-request list for the client's Fraud Investigation profile, chases missing items across email and IDEA, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

- **Role:** [Forensic Accountant](https://calish.com/workflows/for/forensic-accountant/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Fraud Investigation](https://calish.com/workflows/specialty/fraud-investigation/)
- **Action:** Client Onboarding
- **Canonical URL:** https://calish.com/workflows/client-onboarding-for-forensic-accountant/

## The Problem

Onboarding a new Fraud Investigation client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.

## What We Build

AI drafts the engagement letter, generates a tailored document-request list for the client's Fraud Investigation profile, chases missing items across email and IDEA, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

## Tools & Integrations

- IDEA
- ACL Analytics
- Relativity
- Email

## How It Works

1. **Discovery call.** We map your current client onboarding process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [IDEA](https://calish.com/workflows/with/client-onboarding-for-forensic-accountant-with-idea/) — Client Onboarding built natively in IDEA
- [ACL Analytics](https://calish.com/workflows/with/client-onboarding-for-forensic-accountant-with-acl-analytics/) — Client Onboarding built natively in ACL Analytics
- [Relativity](https://calish.com/workflows/with/client-onboarding-for-forensic-accountant-with-relativity/) — Client Onboarding built natively in Relativity

## Related Workflows

- [Payroll Variance & Exception Review for Forensic Accountants](https://calish.com/workflows/payroll-variance-and-exception-review-for-forensic-accountant/)
- [Tax Notice & Agency Correspondence for Forensic Accountants](https://calish.com/workflows/tax-notice-and-agency-correspondence-for-forensic-accountant/)
- [Ledger Reconstruction for Investigations for Forensic Accountants](https://calish.com/workflows/ledger-reconstruction-for-investigations-for-forensic-accountant/)
- [Financial Due Diligence Prep for Forensic Accountants](https://calish.com/workflows/financial-due-diligence-prep-for-forensic-accountant/)
- [13-Week Cash Flow Forecast for Forensic Accountants](https://calish.com/workflows/13-week-cash-flow-forecast-for-forensic-accountant/)
- [Operating KPI Dashboard for Forensic Accountants](https://calish.com/workflows/operating-kpi-dashboard-for-forensic-accountant/)

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