Documents [beta]
Documents is our new tool for creating long-form documents that need information spanning multiple client meetings. Starting with paraplanner requests, this feature lays the foundation for automating a comprehensive range of advice documentation - from fact finds and letters of engagement, to records of advice, strategy papers, statements of advice, insurance analyses, annual reviews, implementation plans, best interest duty documentation and more.
We're releasing Documents in beta so you can help shape how it develops. The feedback button lets you tell us what's working, what isn't, and what you'd like to see added - whether that's supporting new document types, tweaking the workflow, or adding new capabilities. Your real-world feedback will help us refine and expand Documents to handle the full spectrum of advice documentation your practice needs.
Watch our latest video for an in-depth guide on creating documents.
New client page
The client page has been enhanced to give you a clearer view of your client relationship. Clarity+ insights, key client details, and a complete history of meetings and documents are now organised in a single, intuitive interface. A powerful new search feature helps you quickly locate specific information within file notes, displaying results with helpful contextual snippets to ensure you find exactly what you need.