Guided preparation
A web interface collects the inputs needed to prepare onboarding documents and moves users through the generation workflow.
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AI document generation
Led an AI document generator that reduced client-onboarding preparation from up to two days to 1–3 hours.
My roleDevelopment lead
Overview
Preparing onboarding documents could take up to two days. The opportunity was to use AI to shorten that workflow and make client preparation more efficient.
Project statusClient delivery
Scope
An AI-assisted document-generation workflow for client onboarding. I led development to shorten a preparation process that previously took up to two days.
Main features
AI-assisted generation
Backend processing uses those inputs to prepare documents, reducing the manual drafting burden before client handoff.
Separated processing responsibilities
The implementation separates the web experience, AI processing and supporting backend utilities, keeping generation work away from the interactive interface.
Technology
React
The document-preparation web application.
React Router & TanStack Query
Navigation, API state and generation-related interactions.
Python & AWS CDK
Backend processing and infrastructure defined in code.
AWS Lambda
AI and supporting processing functions.
Amazon Cognito
Identity support in the frontend integration.
Engineering approach
Optimise the whole preparation step
The useful outcome is a shorter onboarding process, measured as preparation time rather than the speed of a single model response.
Connect engineering to client delivery
Development supported commercial onboarding work across large clients. The revenue contribution reflects the broader team delivery, not personal revenue ownership.
What I worked on
- Led development of an AI document generator for client onboarding.
- Translated a time-intensive preparation process into an automated document-generation workflow.
- Worked within Axrail’s client delivery context, connecting the implementation to commercial use.
Results & scope
1–3 hrs
preparation time, down from up to 2 days
- Reduced document preparation time from up to two days to 1–3 hours.
- Contributed to six-figure revenue across multiple large clients.
Delivered as part of Axrail’s client work. Commercial outcomes reflect team delivery.
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