From working draft to completed record
Finish the advice in the same platform.
Stop rebuilding the advice in a separate document workflow. Ledger Black combines client context, dedicated AI-assisted generation, practice templates and the Smart Editor with PDF and signing tools. Your team can develop the content, review the output and track the signatures without losing the connection to the client file.
Talk about your practice
A MORE CONNECTED WAY OF WORKING
Less between you and the work.
A first draft with context
Use client information, adviser notes and relevant source material in dedicated document-generation workflows instead of starting from an empty page.
Your advice, your presentation
Refine the document in the Smart Editor and use company branding and templates to deliver a consistent client experience.
A visible path to completion
Prepare signing envelopes, check recipients and signature fields, and follow progress through to the retained signing record.
Carry the client’s story into the document
Statements of Advice and template-based documents draw on the information your team has already assembled. Dedicated generation tools help prepare the wording; the Smart Editor gives you control over the final content. Preview and PDF workflows render the document you are working on, bringing the structure, financial detail and practice identity into one client-facing output.
Connect the approved document to the signature
Build an envelope around the chosen documents and signatories, place the required fields and send the reviewed version through the signing workflow. Progress tracking makes outstanding signatures visible, while document snapshots and retained signing records preserve what was sent. Preparation, approval and acceptance stay connected to the advice engagement rather than becoming another collection of attachments to reconcile.
A FEW GOOD QUESTIONS
Know where
you stand.
Clear information makes for a better conversation. Here are some useful things to understand before you start.
Can we use our own branding and templates?
Yes. Company branding and templates are supported. Check representative documents and final PDF output during setup to confirm the content and layout work for your practice.
Can AI approve or issue advice on our behalf?
No. Generated content needs adviser review and approval. Assistant-driven signing is limited to approved administrative documents in client scope; advice-containing documents are for the adviser to send through the appropriate workflow.
Can every document be signed electronically?
Electronic signing is available, but document-specific legal formalities, witnessing and signatory authority still need to be checked. A signature does not certify the quality or suitability of the advice.
YOUR NEXT CHAPTER
Your entire firm.
A clearer advantage.
Less fragmented work. More connected intelligence. Let’s explore how Ledger Black can bring your advice firm together.
Talk to Ledger Black