Using the Finley AI Console

Step 1: Select the client or create a new client

Select your client from the client list in the left menu

or, create a new client using the + New Client button

Step 2: Upload Supporting Documents

Use Upload files button to add source documents, such as:

• Fact Find

• File notes

• Strategy paper

• ProductRex reports

• Insurance quotes

• Research documents

• Fee consent or engagement documents

Finley will analyse these documents, to be used as context to assist in completing tasks.

Step 3: Selecting a task

Based on the documents uploaded, Finley will suggest tasks to be completed. Using the Finley console, you can

• Update the client Fact Find

• Draft and crate file notes

• Draft an engagement letter

• Draft Ongoing or Fixed Term Agreements

• Raise an invoice

• Prepare a Record of Advice

Using Chat To Refine Sections

While working on a document, you can ask Finley to improve or rewrite content.

Once completed, you can export the document to word or refresh the chat to start working on a new client.