HomeServicesAboutPricingBlogs
HomeServicesAboutPricingBlogs

MAB Consultants: Elevating Financial Planning & Law Advisory Through a Secure Corporate Portal

Key result

65% Faster Client Intake Cycles

50% Less Manual Document Handling

100% Role Based File Access

Operations metric

Client Intake Cycle
-65%

Average days to onboard a new corporate client (Jan to Jun 2026)

Email led intake (~14d)Unified portal (~5d)
5.0

Trusted By Corporate Clients

“Our finance and legal teams finally share one front door for clients. Intake that used to sprawl across email now lands in structured flows, and prospects understand our services before the first call.”

~ Managing Partner, MAB Consultants

Executive Summary

MAB Consultants provides integrated financial planning and legal advisory services to corporate clients across Saudi Arabia. Their teams were juggling disconnected email threads, ad-hoc file shares, and inconsistent presentation of service offerings—slowing onboarding and making it harder for clients to understand which finance or legal track applied to their situation.

JadeedX designed and shipped a secure, bilingual corporate portal that presents MAB's finance and law practices under one brand, streamlines lead capture, and gives internal teams a structured way to manage client materials. The result is a faster, more professional client journey with stronger trust signals for regulated advisory work.

The Challenges

  • Fragmented Client Experience: Finance and legal services were marketed separately, with no unified entry point for prospects exploring both advisory lines.
  • Slow Onboarding: Collecting KYC documents, engagement letters, and scope details relied on manual email follow-ups.
  • Brand & Compliance Expectations: Corporate clients expect a polished, trustworthy digital presence with clear service boundaries and secure handling of sensitive information.

The JadeedX Solution

1. Unified Corporate Web Experience

We built a responsive corporate portal with a refined visual system aligned to MAB's finance and law positioning—clear service lanes, partner-grade typography, and fast performance on mobile and desktop.

2. Structured Service Discovery

Prospects can explore financial planning and legal advisory offerings through guided sections and calls-to-action, reducing confusion and improving qualified inbound conversations.

3. Secure Client Intake & Document Flows

We implemented structured intake paths and role-aware content areas so teams can collect the right information up front, with layouts designed for future integration into CRM and document vault workflows.

4. Bilingual Readiness

The experience is architected for English and Arabic expansion—supporting MAB's regional audience without duplicating maintenance overhead.

Key Outcomes

  • 65% Faster Client Intake: Standardized forms and clearer service routing cut back-and-forth during initial engagement.
  • 50% Less Manual Document Handling: Centralized upload touchpoints replaced scattered email attachments.
  • 100% Role-Based Access Design: Sensitive advisory content is structured for permissioned views as the platform grows.

Build a Portal Your Clients Trust

Finance and legal firms win on credibility, clarity, and speed. JadeedX helps advisory practices launch secure, high-performance portals that reflect the quality of their counsel.

Ready to unify your client experience? Let's talk today.

Back to Featured Work