Verbatim
meeting capture
£75In build
For UK advice practices
Your whole practice.
One client record.
Ten modules and an evidence layer take a client from first meeting to annual review, with nothing re-keyed. Each module is its own subscription. All of them read and write the same record.
01 · The problem
Advice isn't the bottleneck. Admin is.
15 to 20 hrs
a week. What the average UK adviser spends on admin and compliance.
4h 45m
to prepare one suitability letter by hand.
90 min
of write-up after a typical client meeting.
8%
of the UK currently gets financial advice.
02 · The platform
Ten modules. One record.
Every module docks into the same client record. Switch one on and it inherits everything the others already know. Casebook is the core every adviser has; the rest are switched on per firm.
01 Capture
VerbatimIn build
meeting capture
PrologueIn build
fact find and goals
ExcerptBuilt
document extraction
02 Model
CriticalBuilt
critical yield calculator
ParableBuilt
cashflow modelling
TestamentBuilt
trust selection
03 Advise & review
EpilogueBuilt
advice letters
SequelIn build
annual review engine
04 Workspaces
CasebookCore · demo live
case management · adviser
StorylineIn build
client portal · client
Footnote
the evidence layer underneath all ten. Every read, write, edit and approval logged with who, what and when. Included with every seat, never switched off.
03 · Capture
Get the facts in without typing them.
Everything captured here becomes structured data on the client record, not a PDF in a folder.
Verbatim
Records via phone, browser or a meeting bot and summarises straight into your templates. A live fact-find checklist flags what you've missed while the client is still in the room.
Prologue
The fact find and the ideal-life questionnaire that turns hopes into modellable goals, completed by the client in Storyline or by the adviser in the meeting.
Excerpt
One reader, two document types. Ceding packs: charges, funds and transfer values, every figure grounded to its place on the page. Bank statements: spending and a full affordability picture.
04 · Model
The numbers arrive already filled in.
Three tools, one input: the client record that Capture already filled.
Parable
The base plan builds itself from the fact find. Goals come from the ideal-life answers, real spending from Excerpt, and the adviser adjusts a working draft instead of a blank screen.
Critical
Transfer figures flow from Excerpt into the calculation and the output lands ready for the file. An hour of careful re-typing becomes a check and a click.
Testament
Works through the client's estate position and recommends which trusts fit. In legacy planning the right structure is the whole value of the advice.
05 · Advise, review and workspaces
Advice on file. Service you can evidence.
Two modules close the loop, and two workspaces show the same record from either side of the desk.
Epilogue
Suitability, transfer, trust and review letters built from whatever sits upstream. Templates in the practice's own voice, every figure traceable to its source.
Sequel
Schedules the review, re-runs Parable with current values, records the meeting through Verbatim, issues the letter through Epilogue and files the evidence. Every year, every client.
Casebook
The adviser workspace and the core of Chronicle: prioritised work queues, SLA tracking, MI export and your process checklists running as live case stages.
Storyline
The client's window on the same record: a timeline of their case, secure uploads, forms, and a message line to their adviser.
06 · What it saves
Around nine hours back on every advice case.
Today
11h 00m
admin per advice case, done by hand across disconnected tools.
With Chronicle
1h 30m
admin per case, before adviser review time.
At two new cases and four reviews a month, that is roughly a full working day returned to every adviser, every week.
Today's figures are industry research averages (AdvisoryAI, Jigsaw Tree, IFA Magazine). The Chronicle figures are working targets from live use in a working advice practice: our own measurements, not independently validated, and we expect to re-base them on a pilot.
07 · Pricing
Switch on what you need. The bundle wins.
Casebook is the core every adviser has. Every other module is its own subscription on top.
Casebook the core: adviser workspace, login, billing, the client record
£45 · every adviser
Tap a module to switch it on or off and watch the total.
Prologue
fact find and goals
£19In build
Excerpt
document extraction
£75Built
Critical
critical yield calculator
£75Built
Parable
cashflow modelling
£99Built
Testament
trust selection
£19Built
Epilogue
advice letters
£55Built
Sequel
annual review engine
£39In build
Storyline
client portal
£39In build
Your selection · 9 of 9
£540/adviser/mo
À la carte, including Casebook at £45. Every module priced separately.
rolling monthly, cancel any time
Advice pack
£199/adviser/mo
Casebook plus Excerpt, Critical and Epilogue. The pension transfer and letter workflow, end to end.
saves £51 on à la carte · minimum three months
Full Chronicle
£299/adviser/mo
Every module, both workspaces and the Footnote evidence layer. For a two-adviser practice, less than one outsourced paraplanning day a month.
saves £241 on à la carte · minimum three months
Per adviser per month, plus VAT. À la carte is rolling monthly. Advice pack and Full Chronicle are a minimum three month term. At sign-up you can choose a twelve month term instead, with the price fixed for those twelve months. Fair-use caps. No hidden per-document fees.
08 · Book a demo
See it on a real case.
Thirty minutes. Bring a redacted ceding-scheme pack and six months of statements, and we'll run them through Chronicle live, extraction to suitability letter.