Structured briefing
Capture advice scope, client circumstances, file locations, platforms, required modelling and licensee rules.
FOR PARAPLANNING FIRMS
Turn every brief into a controlled production workflow.
Adial helps paraplanners receive cleaner inputs, identify gaps earlier, coordinate research and modelling, manage drafting stages and return review-ready work with a visible evidence trail.
Less chasing. Fewer avoidable rebuilds.
Standardise the work without pretending every adviser, licensee or client case is identical.
Questions before drafting
Detect missing, inconsistent or stale information before it creates downstream rework.
Visible work stages
Track research, modelling, wording, attachments, adviser clarifications and internal quality review.
Firm-specific controls
Apply the right templates, terminology, platform rules and escalation paths for each adviser business.
Review with evidence
Connect findings to sources, versions and responsible reviewers rather than opaque confidence scores.
See the real queue
Monitor work-in-progress, aging items, blocked dependencies and turnaround pressure across the team.
Micro execution inside macro capacity.
Know what is missing and why.
For each advice file, Adial can organise the brief, identify evidence gaps, track modelling and drafting dependencies, preserve reviewer feedback and make the final handoff easier to verify.
See demand, quality and bottlenecks.
Across all client firms, leaders can see intake quality, recurring rework, turnaround, capacity constraints, exception themes and which workflows require redesign.
Commercial structure for paraplanners.
One organisational subscription with unique named users, an agreed client-firm and workflow band, measured data/AI usage and separately scoped integrations.
Fixed-scope pilot
Prove one intake-to-handoff workflow with agreed client firms and acceptance tests.
Firm subscription
Named paraplanners and reviewers operate within the agreed organisation band.
Usage and integrations
Data volume, specialist connectors and optional qualified review are priced transparently.
See the pricing framework. Final pricing is confirmed after systems, volume, client-firm count and risk controls are scoped.
Bring one brief that always turns into rework.
We will map the sources, handoffs, review points and acceptance criteria.
Start a paraplanner pilot ↗