The source documents the connected intake record and adviser view.
Reported preparation and follow-up time per session, before and after launch.
10 minutespreparation and follow-up per session, down from 90
Reported preparation and follow-up time per session, before and after launch.
The adviser prepares from a connected client record.
Advisory session preparation draws forms, documents, voice notes and imported messages into a shared contact and client record.
- Sector
- Advisory firm
From intake material to the adviser view.
Key
The system in words
Forms, documents, voice notes and imported messages enter a shared contact and client record. Document summaries and transcription feed the adviser view, where intake material sits alongside accountability actions.
Mandate
Preparation connects the engagement to its client history.
The commercial objective was to support engagement preparation and client retention. The advisory firm receives forms, documents and voice notes alongside imported messages.
System
Intake material supplies summaries and accountability actions.
Seichō built a shared contact and client record from the intake sources. AI document summaries and transcription feed an adviser view. Accountability actions sit with that material for engagement preparation.
Controls
Intake and open actions share the adviser view.
The adviser sees intake material and open actions in one view. The source documents this combined view without specifying summary approval, access rules or retention controls.
How the result is measured.
Related studies examine the adjoining decisions.
- Advisory session preparation
- Intake material, summaries and accountability actions
The following work addresses related records and decisions.