The Challenge
When Neubase first launched, their setup did the job. Clients paid through a Stripe link, filled out forms manually, and handled everything else over email. It wasn’t perfect, but it worked—until the volume picked up. With more clients coming in, things started getting harder to manage.
There was no real system in place. Clients didn’t have a central place to track their progress or access their documents. Meanwhile, the Neubase team had to juggle emails, spreadsheets, and internal notes just to stay on top of each company’s status. It was clear they needed a more organized, scalable way to run the show.