Use a client conversation to prepare a Record of Advice, or open a related engagement or agreement workflow. Review the document and use the save and Word controls available in your workspace.

Prepare an editable email from the client conversation, check the recipients and wording, then copy it or open it in your email application for final review and sending.

Turn a reviewed conversation into a file note or a clear advice-scope draft. Review the content and choose the correct save action for a document copy or a client file-note record.

Upload client evidence, choose what Finley can use in a conversation, check passage references and find saved output. The document library belongs to the selected client.

Choose a client, use Finley Chat to understand their information, and switch to Finley Work to prepare a written output. Keep the conversation, evidence and saved records clear as you work.

A useful Finley draft starts with relevant evidence and clear adviser instructions. This guide helps you brief Finley, check its understanding and keep unresolved matters visible.