Verbatim
meeting capture
In build
Chronicle · by Mango62
Your whole practice.
One client record.
Ten modules and an evidence layer that take a client from first meeting to annual review, with nothing re-keyed. Each module is its own subscription. All of them read and write to the same record.
MW
Margaret Whitfield
Critical yield
4.82%
Critical
Plan to age 92
£1.24m
Parable · base case
Monthly surplus
£1,940
Excerpt · 6 mo statements
Aviva ceding scheme packExcerptExtracted
Barclays statements · Jan–JunExcerptAnalysed
Suitability letter · draft 2EpilogueIn review
Annual review meetingSequel14 Oct
01 — The problem
Advice isn't the bottleneck.
Admin is.
15–20hrs / week
The average UK adviser spends this on admin and compliance. Nearly half the working week.
4h 45mper letter
Average time to prepare one suitability letter manually across UK advice firms.
90 minper meeting
Typical write-up time after a client meeting, before a paraplanner can even start.
8%of the UK
Currently gets financial advice. The constraint on growing that is operational, not commercial.
Industry research, not our own measurements: IFA Magazine / Jigsaw Tree research on suitability reporting; AdvisoryAI whitepaper on letter preparation times; FCA Financial Lives Survey 2025.
02 — The platform
Ten modules. One record.
Every module docks into the same client record. Switch one on and it inherits everything the others already know.
01 — Capture
Prologue
fact find and goals
In build
Excerpt
document extraction
Built
02 — Model
Critical
critical yield calculator
Built
Parable
cashflow modelling
Built
Testament
trust selection
Built
03 — Advise & review
Epilogue
advice letters
Built
Sequel
annual review engine
In build
04 — Workspaces
Casebook
case management · adviser
In build · demo live
Storyline
client portal · client
In build
The client record
Chronicle core
03 — Capture
Get the facts in
without typing them.
Everything captured here becomes structured data on the client record, not a PDF in a folder.
Verbatimmeeting capture
Records via phone, browser or a meeting bot. Summarises straight into your own templates. A live fact-find checklist flags what you've missed while the client is still in the room, and raises vulnerability flags from the conversation itself.
Prologuefact find and goals
The fact find and the ideal-life questionnaire that turns hopes into modellable goals — completed by the client in Storyline or by the adviser in the meeting. Risk profiling surfaces the client's existing profile rather than duplicating it.
Excerptdocument extraction
One AI reader, two document types. Pension ceding packs: charges, funds and transfer values, every figure grounded to its position on the page. Bank statements: spending habits, patterns and a full affordability analysis. No re-keying either way.
04 — Model
The numbers arrive
already filled in.
Three tools, one input: the client record that Capture already filled.
Parablecashflow modelling
The base plan builds itself from the fact find. Goals come from the ideal-life answers, real spending comes from Excerpt, and the adviser adjusts a working draft instead of a blank screen.
Criticalcritical yield calculator
Transfer figures flow straight from Excerpt into the calculation, and the output lands ready for the file. What is currently an hour of careful re-typing becomes a check and a click.
Testamenttrust selection
An active questionnaire that works through the client's estate position and recommends which trusts fit. Particularly powerful in legacy planning, where the right structure is the whole value of the advice.
05 — Advise, review & the workspaces
Advice on file.
Service you can evidence.
Two modules close the loop, and two workspaces show the same record from either side of the desk.
Epilogueadvice letters
Suitability, transfer, trust and review letters built from whatever sits upstream — the fact find, the plan, the yield calculation. Standardised templates in the practice's own voice, with every figure traceable back to its source document.
Sequelannual review engine
Schedules the review, re-runs Parable with current values, records the meeting through Verbatim, issues the letter through Epilogue and files the evidence. Ongoing service, proven, every year, for every client.
Casebookcase management · adviser side
The adviser workspace: prioritised work queues, SLA tracking, MI export and your process checklists running as live case stages across every case type.
Storylineclient portal · client side
The client's window on the same record: a timeline of their case, secure uploads, forms, and a message line to their adviser. What arrives here updates the record everywhere.
Not a subscription · always on · cannot be switched off
Footnote — the evidence layer
Every read, write, edit and approval is logged with who, what and when. Footnote is the layer the other ten modules sit on, which makes the evidence a by-product of doing the work rather than a separate job that can be missed.
audit trailversion history on letters & plans
vulnerability flagsfile-check readiness
Consumer Duty evidence
06 — The naming
Every client file
tells a story.
01
Prologuefact find and goals
Who the client is, and the life they want.
02
Parablecashflow modelling
The plan that shows how they get there.
03
Epilogueadvice letters
The advice, confirmed in writing.
04
Sequelannual review engine
The next chapter, every single year.
Verbatim records it. Excerpt reads it. Critical and Testament test it. Parable plans it. Epilogue confirms it. Sequel repeats it. Casebook runs it, Storyline shows it, and Footnote proves it happened.
07 — What it saves
Around nine hours back
on every advice case.
Today
11h 00m
Admin per advice case, done by hand across disconnected tools.
With Chronicle
1h 30m
Admin per case, before adviser review time.
At two new cases and four reviews a month, that is roughly a full working day returned to every adviser, every week.
Today's figures are industry research averages (AdvisoryAI, Jigsaw Tree, IFA Magazine). The Chronicle figures are working targets from live use in a working advice practice — they are our own measurements, not independently validated, and we would expect to re-base them on a pilot.
08 — Pricing
Switch on what you need.
The bundle wins.
Casebook is the core every adviser has. Every other module is its own subscription on top. Tap a card to build your practice and watch the total.
Casebook the core: adviser workspace, login, billing, the client record £45 · every adviser
Verbatimmeeting capture
Phone, web or meeting bot, summarised to your templates with a live fact-find checklist.
£75/adviser/moIn build
Prologuefact find and goals
Fact find and the ideal-life questionnaire, completed by client or adviser.
£19/adviser/moIn build
Excerptdocument extraction
Ceding packs and bank statements. One reader, two document types, no re-keying.
£75/adviser/moBuilt
Criticalcritical yield calculator
Extracted scheme figures straight in, calculation out, ready for the file.
£75/adviser/moBuilt
Parablecashflow modelling
Base plan pre-filled from the fact find, goals from the ideal-life answers.
£99/adviser/moBuilt
Testamenttrust selection
Works through the estate position and recommends which trusts fit.
£19/adviser/moBuilt
Epilogueadvice letters
Suitability, transfer, trust and review letters, every figure traceable to source.
£55/adviser/moBuilt
Sequelannual review engine
Schedules, re-runs, records, issues the letter and files the evidence. Yearly.
£39/adviser/moIn build
Storylineclient portal
Timeline, secure uploads, forms and messaging on the same record.
£39/adviser/moIn build
Your selection · 9 of 9
£540/adviser/mo
À la carte, including Casebook at £45. Every module priced separately.
Advice pack
£199/adviser/mo
Casebook plus Excerpt, Critical and Epilogue. The pension transfer and letter workflow, end to end.
saves £51 on à la carte
Full Chronicle
£299/adviser/mo
Every module, both workspaces and the Footnote evidence layer. For a two-adviser practice, less than one outsourced paraplanning day a month.
saves £241 on à la carte
Per adviser per month, plus VAT. Fair-use caps. No hidden per-document fees.
09 — Book a demo
See it on
a real case.
Thirty minutes. Bring a redacted ceding-scheme pack and six months of statements, and we'll run them through Chronicle live — extraction to suitability letter.
No modules selected