Case Study: Valued achieves seamless client onboarding and automated workflows with Senta

Choosing the right software for your firm

Valued, led by Darren Glanville, needed a modern practice management solution after finding documents and onboarding processes disjointed and reliant on spreadsheets. They wanted a client portal, transparent onboarding, and integrations with existing tools like GoProposal. Valued chose Senta for its visual appeal and its ability to integrate with GoProposal and Companies House.

Senta was implemented to pull client details from GoProposal (eliminating manual re-entry), automatically change prospect status to client and import jobs, and surface filing deadlines via Companies House. With personalised welcome messages, automated emails and triggers, and internal deadlines replacing spreadsheets, Senta delivered a unified onboarding process, greater client visibility and faster, more efficient handling of recurring tasks.

Valued

Darren Glanville

Director of Operations