AdvisorDraft
What is AdvisorDraft?
AdvisorDraft turns adviser meeting notes into compliant, branded client letters in minutes. The tool extracts the facts, drafts the letter, runs a compliance review against FCA conduct expectations and outputs a ready-to-send document with the firm's branding applied.
Who it is for
UK Independent Financial Adviser (IFA) firms and financial advisers handling regulated client correspondence at volume.
Built by people in the work
The people behind CaseFlow
Chris Latham
Founder
25+ years in UK motor claims and credit hire. Oxford AI Programme; ex-Group Operations Director at Kindertons.
Craig Budsworth
Executive Director
Former Chair of MASS and founding director of MedCo. One of the most credentialled figures in UK credit hire.
Key tools and features
AI extraction from meeting notes
Paste or upload the adviser's meeting notes and the model extracts the facts that drive the letter.
Compliance review
Drafts are reviewed against the firm's compliance rules before they reach the adviser's queue.
FCA conduct alignment
Output is aligned to FCA conduct expectations, including fair, clear and not-misleading communication.
Full audit trail
Every draft records the source notes, the model output, the compliance review and the adviser's final edits.
Branded, ready-to-send
The final document is rendered in the firm's template and branding, ready to send to the client.
Adviser-in-the-loop
The adviser reviews and signs off every letter. AdvisorDraft is decision-support, not autopilot.
Measured outcomes
Minutes
From meeting notes to ready-to-send letter
FCA-aligned
Conduct-aligned output by design
100%
Audit trail coverage
Compliance safeguards
- Compliance-reviewed before the adviser sees the draft.
- Full audit trail of source notes, model output and adviser edits.
- PII handled inside the same UK GDPR controls used across the CaseFlow family.
- AI providers do not train on your data.
Related reading
The EU AI Act Is Here. Is Your Team Ready?
Since August 2025 the EU AI Act has required businesses to ensure staff have sufficient AI literacy. From August 2026 full risk-based compliance kicks in. Here's what UK businesses need to do.
Why AI in Legal Claims Needs a Knowledge Base, Not Just a Language Model
A language model alone cannot guarantee accuracy in legal work. Here's why architecture matters and what a curated knowledge base actually changes.
Frequently asked questions
See AdvisorDraft in action
Book a short walkthrough with the team, or jump straight to the live product site.