Your firm's process, run the same way every time
A workflow takes a process your team runs for every client - a new client from the first meeting through to the strategy paper, an annual review, a set of working papers - and turns it into a defined sequence of steps that ends in the finished document. Some steps calculate. Some steps use AI. The adviser reviews and signs off.
New Client Advice Process
Okafor Household • first meeting 12 Aug
Discovery
Analysis
Documents
Every step keeps its working
Nothing is issued until the adviser signs off
Watch one run, start to finish
Thirty seconds: a new client advice process from the first meeting through to the strategy paper, with every step showing its working along the way.
How a workflow runs
Three things happen, in the same order, every time
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Start the process
- The workflow we built with your firm, for the process your firm actually runs. It already knows which steps it needs and what order they go in.
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Steps run in order
- Each step waits for the ones it depends on. Calculations run against the live client record; AI steps draft from figures the workflow has already worked out.
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You review, then it issues
- Every step shows its working for the adviser to check. Sign off and the finished report, note or working paper is generated.
Two kinds of step
Every workflow is built from the same two ingredients. Knowing which is which is the point: it tells your team what needs checking and what does not.
Data-driven steps
No AIMechanical. The step reads the client record, applies the firm's rules and arithmetic, and shows its working. Same inputs, same answer, every single run.
Insurance Needs Summary
CalculatedFrom the household's debts, income and two dependants
Steps of this kind
AI-assisted steps
You reviewReading and drafting. The step is handed the client's data and the figures the workflow has already calculated, and writes the paragraphs. It does not decide the numbers.
Meeting File Note
AIClient circumstances
Matters discussed
Agreed actions
Steps of this kind
Most workflows use both. Strategy Evaluation checks the client's data is complete first, which is mechanical, then scopes the advice and writes up each strategy, which is not. The calculations decide the answer; the AI explains it.
Ideas to start from
Start with whatever your firm repeats most: the annual review, a new client from first meeting through to strategy paper, the working papers behind a recommendation. Each is a process that can be systemised once, then run the same way every time and far quicker than assembling it by hand.
New client, first meeting to strategy paper
The whole initial advice process: the meeting, the fact find, the research, and the paper that comes out of the other end.
Annual review
Step by step through the review: what has changed since last year, what still holds, and the documents for the meeting.
Meeting file notes
The recording of the meeting you just had, turned into a structured file note and the follow-up email to the client.
The shortest useful workflow. A process does not have to be long to be worth automating.
Insurance needs analysis
Life, TPD, trauma and income protection needs worked out from the household's actual position, with the working paper as the record.
Superannuation research
The client's existing funds compared against the alternatives, with the comparison written up and the reasoning kept on file.
Strategy evaluation and strategy paper
Every strategy in scope assessed against the client's circumstances, then written up as the paper the client reads.
Have a process of your own? We build that one with you.
The point is the document
A workflow is not a checklist to tick. Every one of them ends in the thing your team currently produces by hand.
Generated this run
4 outputsStrategy paper
Word document • 11 pages • firm template
Annual review deck
Slides and PDF • 14 slides
Insurance working paper
Compliance record • signed off
Follow-up email
Drafted from the file note
Built from the data the adviser reviewed
No re-keying, no copy and paste between systems
Strategy papers and review reports
The paper that takes an afternoon to assemble comes out of the workflow, formatted, with the numbers already in it.
Working papers that match the advice
The compliance record is produced by the same run that did the analysis, so it cannot drift from what was actually recommended.
In your own templates
Word, slides or PDF, built from your firm's document templates and your firm's wording rather than ours.
We build it around your process
Most firms already have a process. It lives in a spreadsheet, a checklist, and one person's head. Early access means we sit down with yours and turn it into a workflow.
Show us the process
The template you use now, the spreadsheet sitting behind it, and the document that comes out the other end.
We map it to steps
Which parts are arithmetic, which need AI, where the adviser has to make the call, and what depends on what.
It runs in your instance
Your team runs it on real clients, named the way your firm names it, and we keep refining it with you.
What your team does now
What runs instead
Ready to stop doing this by hand?
Join the early access program and we will walk through the processes your firm runs today, and which of them we would build first.