The client
A boutique Bangkok firm with a strong reputation in long-term visa, work permit, and Board of Investment applications for foreigners. Around twenty staff, including six senior consultants who were spending too much of their billable time chasing missing documents.
The problem
Every new case began with a back-and-forth that would stretch over a week or two. The client would send four documents. The consultant would ask for two more. The client would send one of those, in the wrong format, and miss the other. Multiply by the volume of new cases and the senior consultants were spending close to a fifth of their week as document collectors instead of advisors.
The approach
The build started with a structured visa-type matrix in Airtable: every visa class mapped to the documents required, the format expected, and the validation rules (passport must be valid for over six months, salary slip must be the most recent three months, et cetera). New clients filled in a short form, the system identified the right document set, and a clean upload portal walked them through it one document at a time.
An LLM checked each upload as it came in: was this actually a passport scan, was the date legible, did the salary slip match the declared employer. Anything ambiguous flagged for human review. Once the document set was complete, the system drafted a case summary in the firm’s house format and dropped it in the consultant’s queue.
The result
The back-and-forth on document collection dropped by sixty-five percent. New cases now arrive on consultants’ desks pre-validated and pre-summarized, ready for the actual advisory work. The firm took on roughly thirty percent more cases per consultant in the same hours, without hiring.
"My senior consultants are advisors again. They were spending a fifth of their week chasing missing passport scans. Now cases land on their desks pre-validated and pre-summarized, and we are taking on more work without hiring."