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.
Before you start
Sign in with access to the client. Shared conversations must be available for your account.
Have a clear question or drafting brief. For a couple, identify the person or household you want to discuss.
1. Select the client
Open Finley from the top bar. Use Search clients or Recent Clients, then check the name in Active Client. Change client returns you to client selection. The profile icon beside Active Client opens the client profile in a new tab. Check the client before entering any confidential information.
2. Choose the conversation
Open an existing conversation to continue the same matter, or select + New conversation for a separate discussion. These conversations are shared with authorised staff who can access the client. Use a clear title through the conversation’s three-dot menu and Rename. Archive puts a completed conversation aside; Show archived and Restore let you continue it later.
3. Review the available context
Use Overview, Documents and ProductRex in the right-hand client panel. Review the saved profile and goals in Overview. In Documents, select the ready files relevant to this conversation. In ProductRex, use Add Scenario, search for the research and confirm Scenario belongs to before selecting Add scenario for documents. Check the owner and saved snapshot date. Follow the ProductRex guide to review, refresh or remove scenarios. Keep the selection focused and ask Finley to identify the information it relied on.
4. Ask a focused question in Finley Chat
For example: “Summarise the household’s recorded goals and identify information we need before the review meeting. Separate saved facts from questions to confirm.” Enter sends your message; Shift+Enter adds a new line. Follow up in the same conversation to clarify figures, sources or assumptions. Review the response before relying on it.
5. Prepare a document in Finley Work
Select Finley Work and describe the audience, purpose and output: “Prepare a short meeting agenda for the client using the recorded goals and outstanding information.” The switch retains the client conversation and selected evidence. Answer any clarification questions. When a working document appears, use the chat to request specific revisions, then check the revised document. Record of Advice and Statement of Advice shortcuts appear in Work mode. For the full SOA scenario workflow, open Statement of Advice from the client record; the console shortcut may show an SOA Placeholder. Where panel dividers are shown, drag them to give the chat or document more room.
6. Keep the output you need
Use the working draft’s save icon to save a Word copy to the client’s Documents tab and wait for Saved to client Documents. Export Word downloads a copy; Close closes the workspace card. Save a revised output again when you want that version retained. A chat response also has copy and Word-download icons. Use the relevant workflow when you intend to change a saved client record.
Review fact-find suggestions from documents
Use Update Fact Find to review proposed client-record changes from selected documents. If no documents are selected, choose Choose documents, select the relevant ready files in Documents, then open Update Fact Find again. Save any open document edits first if prompted.
Review each proposed record and its Field, Existing and Proposed values. Open Source to inspect the supporting passage. Read Needs your review warnings and check the person or owner before ticking the records you intend to update. Apply selected changes (N) saves the selected records; unselected records stay unchanged. Wait for Selected changes saved, then verify the refreshed profile.
This review may not find every detail. Check insurance cover, risk questionnaires, super beneficiaries, tax components and contributions in the full Fact Find. If the save fails or its outcome is uncertain, inspect the current records and use Generate a fresh review before retrying. The client-record Fact Find remains available for manual updates.
Check before you finish
Check names, ownership, dates, figures, source passages and any “to be confirmed” text.
Confirm the saved-document notification and check Documents. Saving a document and saving a client-record change are separate actions.
If something does not work
If the conversation is archived, use Restore before continuing.
A read-only compliance oversight message means you can review the material but cannot contribute. Ask your administrator to check access if it appears unexpected.
If shared chat is unavailable, report the message to your administrator. Starting another conversation will not resolve an unavailable service.