Drafting infrastructure for Australian advisers

From client file to adviser-ready draft pack.

Turn meeting records and firm inputs into a QA-checked draft Statement of Advice, pricing review and workpaper—ready for your review, correction and sign-off.

Enter secure workspace See the pack

AI-generated draft · adviser approval required · charged only on delivery

THE PACK

Everything needed for one considered advice conversation.

One governed draft pack, with each document serving a clear purpose and adviser review remaining explicit.

1. Quality assurance check

   Questions, inconsistencies and warnings are surfaced for adviser attention before client issue.

2. Draft Statement of Advice

   Client-facing recommendation narrative assembled for adviser review.

3. Pricing review

   The fee charged is checked against your firm’s pricing policies.

4. Workpaper

   Supporting analysis, rationale, assumptions, and evidence trail.

How it works

A clear route through complex work.

Evidence, drafting progress and adviser action stay connected instead of disappearing into a black box.

1. Bring the client evidence together

   Upload the source documents and meeting records that define the client’s position, scope and recommendations.

2. Build a structured draft pack

   Twelve named specialists work the evidence in phases under one orchestrator, with progress, questions and quality checks visible as the pack develops.

3. Review, challenge and sign off

   The qualified adviser resolves judgement calls, edits the draft and retains final authority before anything reaches a client.

Under the hood

12 specialists. One controlled workflow.

Each phase of the draft is worked by named specialists — client facts, data validation, goals and scope, strategy, research, modelling, recommendations, risks, compliance, drafting and quality review — coordinated by one orchestrator. Their work converges on the only door that matters: adviser review.

The drafting floor

Twelve specialists. One orchestrator. One door out.

This is the same structure the engine narrates during a live run: four phases of named specialists working the evidence, coordinated through one orchestrator, converging on adviser review.

• Capture

  Gather and validate the client evidence.

• Analysis

  Connect goals, scope, strategy and research.

• Recommendations

  Develop and test recommendations with visible risks.

• Production

  Draft, check and prepare the pack for adviser review.

Built to be checked

Depth you can audit, not marketing you have to trust.

Every mechanism exists so a qualified adviser can interrogate the draft—and so the pack fails loudly instead of pretending.

• Source-cited facts

  Material facts in the workpaper carry their source.

• Flags, not guesses

  Anything the evidence cannot support becomes an explicit adviser confirmation marker.

• Machine-checked before you see it

  Every deliverable passes automated document checks before the pack reaches review.

The adviser decides.

Bot FP organises, drafts and surfaces what needs attention. The qualified adviser challenges, corrects and approves every document before client issue.

Straightforward pricing

Pay per completed draft pack.

A payment hold is placed when work starts and captured only when the pack is delivered. Failed jobs are not charged.

• Comprehensive SOA

  A$999.00 incl. GST

• Insurance-only SOA

  A$499.00 incl. GST

• Superannuation-only SOA

  A$749.00 incl. GST

• Record of Advice

  A$75.00 incl. GST

• Follow-up advice

  A$499.00 incl. GST

ADVISER-LED FROM START TO ISSUE

Bring the evidence together. Keep the final call.

Bot FP prepares an AI-generated draft. The qualified adviser reviews, corrects and approves every document before client issue.