contact [ free self service onboarding ]

let's get the admin
off your desk.

tell us about your practice and what is eating your week. we will show you how shandy fits the way you already work, and you can start free today without a card.

a real person reads every message. the more you tell us about how your practice runs, which documents cost you the most time and how your firm is structured, the more useful our first reply will be.

01 / tell us about the practice four questions and a sentence or two

where does the admin pile up?

please tell us your name.
please enter a valid work email.
please pick the closest role.
a sentence or two is plenty, please add a message.
or write to hello@shandyco.com

message ready.

thanks. your email is drafted and addressed to hello@shandyco.com. send it and we will come back to you shortly to get shandy set up around the way you already work. if you would rather talk it through, call us on (708) 439-9567.

talk to a human (708) 439-9567
office
shandy, inc
6219 ranchito ave
van nuys, ca 91401
where we operate

shandy operates internationally, from offices across several continents, serving advisers in many countries.

how we work

advice stays human led. shandy drafts, you review and sign off. your client data is never sold and never used to train ai models.

02 / what happens next no sales sequence

a reply from a person, then your own meetings.

we would rather you tested shandy on one real client conversation than sat through a demonstration of ours. so the path from here is short, and nothing in it requires a commitment from you.

01

we read what you sent

a person reads your message and replies to the specifics of it: the documents that cost you the most time, and how your practice is structured.

02

you start free

onboarding is self service, so you can connect your calendar and load a template without waiting for us. we are there if you want help with the templates.

03

you judge the output

put a week of real meetings through it and read what comes back. if the drafts are not usable, you have lost an afternoon rather than a quarter.