Why choose
AdvicePro?

• Intuitive, easily navigated pages for quick data entry
• Unlimited profile data - no additional charges for extra fields
• Conflict of interest checks
• Single view of adviser and client communications with any attached documents
• Record financial, non-financial and holistic outcomes
• Facilitate quick and secure document signing with e-signatures
• Record time linked to advisers, locations, matter categories and funders

• Easily customise profiles yourself based on teams, matter categories, funding source and user roles, so you only log the data you and your funders need
• Hide/rename fields and pages, add your own options to any dropdown list and create your own matter categories
• Add agency specific custom fields such as dates; currency, multi-select and dropdown lists
• Prevent clients/cases being created and/or closed until mandatory fields are completed for consistent and accurate reporting

• Coordinate tasks for you and your team, connected to your service users and activities
• Diary with reminders for client key dates, adviser tasks and client appointments, linked to Outlook, Gmail and other calendars, to access appointments anywhere
• Automated confirmation and reminder appointment text messages sent to clients.
• Book availability slots for advisers and locations

Create Letter, Note and Portal/SMS templates specific to your agency.

Send documents prepared in letter templates to clients via SMS service for digital signature.

Auto Actions automatically perform tasks in AdvicePro based on adviser activity. For example, automatically send a text to a client when a specific case closure reason is selected, generate repeat tasks or key dates, notify the Agency Manager when a risk is added to a client's profile, or automatically show the Notes Editor with a Note Template to be completed by the adviser.

Quick Actions allows advisers to trigger one or more actions to happen on the click of a button.

By automating routine tasks, Auto Actions and Quick Actions help your organisation maintain high-quality data, enhance service delivery and give your advisers more time to make a difference.

Agencies that undertake session work with clients can create a group, add the relevant clients to that group making it easy, quick and efficient to record information across all client records in one action. You can add notes, create letters, create text messages, add events, outcomes and tasks, to mention a few.

Clients can submit referrals through a form on your website, so data is automatically added to your system. Offering greater security than email, more accurate than paper and time-saving for your team. Manage referrals seamlessly within the system, track referral volumes, and connect them to case records for a complete overview.

• Full suite of ready to use reports, run in real time using AdvicePro Insights
• Report designer to allow agencies to build and customise reports to their requirements with additional option of tailored funder specific reports
• Autorun reports and email to any user. Export data to Word, pdf, Excel, csv
• Find any data recorded within a client and case record using our report designer to produce the content of the search results you need.

AdvicePro is a modular, so you can adapt your system as you grow or your needs change – evolving with you.

AdvicePro data is stored within a secure ISO27001 data centre based in the UK and our organisation is Cyber Essentials Plus accredited and GDPR compliant.

We can migrate your data from an existing database/spreadsheet, mapping your client and case records, and attachments, to AdvicePro.

AdvicePro is mobile friendly for use on a smartphone or tablet and responsive to screen sizes.

• Helpdesk support by email and free phone included in subscription
• Dedicated Account Manager for onboarding and continued support with a suite of manuals and guidance
• AdvicePro Explore - Training site for exploring AdvicePro without using live data

We have a range of APIs that connect AdvicePro to external business tools, to allow referrals from external systems into AdvicePro, facilitate secure client data imports, request and receive credit reports, link to Trustpilot reviews, and basic or advanced reports that can be exported to Power BI or similar business intelligence solutions. Coming soon is our AI integration for quick and accurate case note recording.