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
A daily brief of who to start on and why, a roster sorted by the advice clock rather than the alphabet, and a pipeline that lays every client out by the stage they have reached, so a bottleneck is something you see rather than something you work out.
The advice journey, drafted
Every document from the first pitch to the Record of Advice: the advice journey, investment proposal, terms of engagement, welcome pack, your details, risk profile, Statement of Advice, file notes and the Record of Advice itself. All brand-locked, all drafted from your notes.
Walter Wealth AI
Ask what to prioritise, who is due, or who has no meeting date yet. Each client has their own thread, and inside a document you can ask for a change in plain words. It reads the same roster you see and answers about the work. It never gives the financial advice.
Where every client has got to, without anybody keeping it up to date
The roster answers who is closest to their deadline. The pipeline answers a different question, and the one a practice asks itself once it has fifty-nine clients on the go: where is everybody, and is anything piling up.
- Five columns, in the order the engagement runs: Prospect, Onboarding, Discovery, The advice, Ongoing. A sixth holds the clients with nothing outstanding.
- Prospect and Onboarding are separated at the signature. Everything before the terms are signed is work that may come to nothing; everything after is work for somebody who has said yes. That is the only real conversion in the practice, and it is worth being able to see.
- Nothing is dragged. A client stands in the column of the first step on their file they have not finished, so they move themselves as the work is done. File a welcome pack and they move. Tick the FSG as given and they move.
- Which means the board cannot be wrong. It is not a second record of where a client is, kept by hand beside the documents and free to disagree with them. It is the documents, read.
- Each card carries the client's face, the step they are waiting on, how far through they are and what to do next. The ⋮ menu opens their file, opens the document they are on, or marks that step done.
- Four filters across the top: Everyone, Mine to do, Waiting on them and Overdue. The counts are of the whole practice, so they hold still while you move between them.
process.jsTicking a step is the quick way to move somebody: open the step list from the top of the editor and press the number beside any step, or use the ⋮ on their card. Press it again to undo. A document already filed to Drive cannot be unticked by hand, because the PDF exists and the studio treats that as the fact it is.
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 plus four numbers on the practice. The left menu holds Clients, the Pipeline, 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 file — every step from pitch deck to Record of Advice, and whether each is not started, drafted, saved, marked done or filed. Their profile sits at the top: photo, email, phone, date of birth, occupation, partner and how they were referred, none of which prints on a document. 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, a document's status or its imagery — a draft cannot quietly mark itself final.
- Want a change in words rather than fields? Ask AI to edit this document takes a plain instruction, such as "make the opening shorter and warmer", and shows you exactly what it proposes, field by field, old text against new. Nothing is applied until you press Apply.
- 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, the adviser profile and the pitch deck 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. The FSG is held here in Walter Wealth's dress and edited by hand. Every word of it is a licensee disclosure, so AI drafting is switched off for it, and marking it Approved is a statement that this copy matches the guide Alliance Wealth currently publishes.
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.