Prepare the day around the client
Meeting preparation, file-note drafting, task context, follow-ups and advice-production handoffs.
PERSONALISED AI AGENTS
An agent built around how your firm actually works.
Not a general chatbot. Adial agents are configured around your role, systems, templates, terminology, permissions, acceptance tests and escalation rules.
Your technology should adapt to your team, not the reverse.
We build a role-based agent architecture that can support advisers, client service, paraplanning, compliance, operations and management without giving every agent the same access or authority.
Keep administration moving
Requests, forms, document collection, task progression, record preparation and exception tracking.
Structure the advice pack
Fact gaps, research packs, strategy inputs, document assembly and controlled review workflows.
Make findings traceable
Evidence-linked checks, issue classification, remediation queues and supervisory reporting.
See where work stalls
Capacity, workflow exceptions, recurring rework and performance signals across systems.
Built for the gap unique to you
We design and test specialised skills where your process creates repeatable, valuable work.
Build the agent your firm has been missing.
Start with one role, one workflow and a clear success measure. Expand only after it proves itself.
Design my agent ↗