Settlewell
Settlewell · London, UK
A relocation agency drowning in email chains and spreadsheets. We replaced all of it with a portal that onboards clients the same day they sign up.
The challenge
Settlewell helps professionals and families relocate to the UK. A genuinely useful service — but one being delivered through a patchwork of manual processes that couldn't scale. Every new client triggered the same cycle: chase for documents by email, manually copy data into spreadsheets, follow up again when something was missing, chase again. Coordinators were spending more time managing the process than actually doing the relocation work clients were paying for. New clients waited up to five days just to get onboarded. That's five days of ambiguity for someone who has just moved country. The issue wasn't effort — the team worked hard. The issue was the absence of a system. No centralised view of where each client was in the process. No automated prompts when documents were missing. No way for clients to self-serve without emailing.
Our approach
The coordinator team was spending an average of 14 hours per week just on intake admin. That was capacity being consumed by a process problem, not a people problem. The fix was structural.
Tech stack
What we built
- Client onboarding portal — Structured intake flow with guided document uploads, service selection, and real-time progress tracking. Clients complete onboarding themselves — no coordinator needed at the intake stage.
- Case management dashboard — Team-facing view of all active cases. Document review, status updates, automated reminders for outstanding items. Full case history in one place, not across ten email threads.
- Multi-tenant architecture — Each client account is fully isolated. Data segregation by design, not configuration. Built to support multiple service tiers without code changes as the business grows.
- Calendar & communication integration — Syncs with existing calendar and messaging tools the team already uses. No workflow disruption. Just the same tools with better data flowing into them.
Results
Let's talk about yours
Fifteen minutes, no pitch. Tell us what you're building and you'll leave with a straight answer on scope, timeline, and cost. If we're not the right team for it, we'll tell you that too.
You'll be talking to the team
No account managers, no sales relay