Every document should leave a client feeling more organised, and less alone with the question.
Walter Wealth · CORE strategy
The practice, the documents, and the day's work
More than a document generator. The studio opens on every client at once, drafts the papers of the whole advice journey, and can tell you who to start with — all in the locked palette and Inter typography of the brand, so a client sees the same practice in every piece of paper.
The practice at a glance
Every client on one board, sorted by the advice clock rather than the alphabet, and a daily brief of who to start on and why — overdue first, then the clock, then the work already half-done.
The advice journey, drafted
The documents from first pitch to record of advice — adviser profile, advice journey, investment proposal, terms, welcome pack, details and risk profile, the summary presented to the client and the Statement of Advice — brand-locked and drafted from your notes.
Walter Wealth AI
Ask what to prioritise, who is due, or who has no meeting date yet. It reads the same roster you see and answers about the work — and it never gives the financial advice.
Notes in, draft out, your judgement on top
The studio does the assembly. The advice stays yours.
- Open the studio. It lands on the Dashboard — the day's brief of who to start on. The left menu holds Clients, Walter Wealth AI and the Library.
- Enter the team access key when asked (once per browser). The key is who you are: the roster and everything on the server follow it, and what the studio lets you do follows it too.
- On Clients, open a client to see their advice journey — every step from pitch deck to record of advice, and whether each is not started, drafted, saved or filed. New arrivals come in with From documents or New client; name, salutation, address and first-meeting date are typed once and flow into everything they receive.
- Open a document, type or paste your meeting notes — or import them from Circleback — and press Draft with AI. The draft fills that document's own fields and never invents a fact; anything not in your notes stays blank.
- Attach a document to draft from a fact find, a prior Statement of Advice, a super statement or a screenshot. PDFs, images and text files, up to five at a time. Where an attachment and your notes disagree, the notes win.
- Review and edit every field. The draft can never change the client's name or a document's status — a draft cannot quietly mark itself final.
- Print / Save PDF for the client copy, Save to record it in the library under the client it belongs to, or Finalise & file to render it and file the PDF in the client's Drive folder.
- Stuck for where to turn next? Ask Walter Wealth AI — from the Dashboard or the launcher in the corner — what to prioritise, who is due, or who is missing a meeting date. It reads the roster; it never gives the advice.
The Financial Services Guide and the adviser profile are practice documents, the same for everyone. They are produced once, sit apart from the client roster, and the SOA records the version and date each client was given.
Statement of Advice documents stay marked Draft — not for issue until approved under Alliance Wealth's compliance process.
Connect Circleback
Meeting notes can come straight from Circleback instead of being pasted in by hand.
- In Circleback, go to Automations → New automation.
- Set the conditions for which meetings should be sent — for example every meeting, or only meetings with a particular tag.
- Add the step Send webhook request.
- Paste this endpoint URL as the webhook destination:
/api/circleback/webhook - Copy the signing secret Circleback shows you.
- Add it as the
CIRCLEBACK_SIGNING_SECRETsecret on the walterwealth Worker in Cloudflare.
After that, every matching meeting appears under Import from Circleback in the studio. Past meetings can be backfilled by selecting them on the Meetings page in Circleback and running the automation from the Actions menu.
One press files the PDF in the client's Drive folder
- Finalise & file marks the document final, saves it to the library, renders it to PDF and files it in Drive — in that order, so nothing is lost if the filing fails.
- The PDF comes out of the same print engine as Print / Save PDF, so a filed document is identical to a printed one, page numbers and cover bleed included.
- Each client gets their own folder, named for them. The Financial Services Guide files under Practice documents, because it belongs to the practice rather than to anyone on the roster.
- Before it does anything it shows you the client, the document and the exact folder and filename. Afterwards it links straight to the file.
- Filing again supersedes rather than overwrites. The earlier PDF stays in Drive. What was issued to a client, and when, is what a compliance review asks for.
- Filed documents are badged Filed on the client dashboard — the one state that means a document has actually left the building.
filingsFiling needs a few Worker secrets set once. Until they are, the button stays hidden and the studio says what is missing — everything else keeps working. Setup is in docs/drive-filing-setup.md.
Saved in the practice, not on the device
walterwealth-docsdocumentsmeetingsfilings- Saved documents are stored in the practice's Cloudflare D1 database (
walterwealth-docs, tabledocuments) inside the Walter Wealth Cloudflare account — not on the device. - They are visible in the Cloudflare dashboard under Storage & Databases → D1.
- Work in progress that hasn't been saved lives only in the browser's local storage on that device.
- Imported Circleback meetings are stored in the same database, in the
meetingstable. - Documents are only reachable with the team access key.