Build on the material already gathered
Client context, adviser notes and source material support the first draft. Check the reasoning and fill any gaps as you review.
From client context to a reviewed document
Your next advice document should not start on a blank page.
Use the client information and source material your team has gathered to prepare an advice document. Dedicated generation creates a draft in your configured templates and branding, then the Smart Editor gives you control over the wording. Review the content and PDF before arranging signatures, with document and signing records kept alongside the engagement.
LEDGER BLACKYOUR FINANCIAL PICTURE
Prepared for Alex MorganAdvice for
Advice for
what comes next.
Statement of Advice
Your documents, considered
A clear introduction.
Your practice on every page.
- Your branding and document templates
- Client context brought into the draft
- Content reviewed by your adviser
- The approved version prepared for signing
Example document · Draft for review
Make the document your own
Use your practice branding and configured templates, with the Smart Editor available to refine the final content.
Keep track of signatures
Choose signatories, place fields and send the reviewed documents through the signing workflow. See outstanding signatures alongside retained records.
Inside the workflow
Less between you
and the work that matters.
Prepare a document that reflects the advice
Statements of Advice and supported templates draw on the information assembled for the engagement. The generation workflow prepares a draft, and the Smart Editor lets you develop the wording and structure. Review client details, recommendations, source evidence and financial figures, then check the preview and final PDF before sharing it.
Keep the approved version with its signing record
Select the documents and signatories, place the required fields and send the reviewed version. Outstanding signatures remain visible in the workflow. Document snapshots and retained signing records preserve the versions used for signing, helping your team follow the engagement from preparation through acceptance.
The detail matters
Good questions.
Straight answers.
Scope, setup and responsibility. Know where the boundaries are before you begin.
Can we use our own branding and templates?
Yes. Configure your branding and supported templates during setup, and review representative documents and final PDF output before using them with clients.
Can AI approve or issue advice on our behalf?
No. You review and approve generated advice. The AI Assistant within a client record can send approved administrative documents where permitted. Advice documents remain yours to approve and issue.
Can every document be signed electronically?
Electronic signing supports the advice workflow. Check any formalities specific to the document, including witnessing and signatory authority, where required by law.
The next conversation
Your practice.
With more room for advice.
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works