no project plan.
no kickoff call.
shandy has to earn its place in your week, and it cannot do that if getting it running costs you a quarter. onboarding is self service and free to begin, which means you can have it in your next client conversation and judge it on what it produces.
three things to connect, one set of templates to load, and a week of output to read. that is the whole of it. nothing below requires a procurement process, a data migration or a training session.
it works with what
you already run.
shandy is deliberately not a system you move into. it attaches to the calendar, the meetings and the mailbox your practice already uses, so there is nothing to migrate and nothing to abandon.
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01
your calendar and meetingsthe way in
shandy works with the common calendar and meeting tools advisers already run. once connected, it knows which appointments are client conversations and joins them, so it is in the room from your very next review with nothing new for you to learn or launch.
for phone conversations and face to face meetings, dial it in or record a voice note afterwards. both are treated as proper sources for the record rather than as second class input.
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02
your templatesthe way out
upload the documents your firm already sends: the annual review, the policy statement, the proposal, the client letter. shandy drafts into those structures, using the standing wording your compliance function has already approved, which is why the first draft reads like yours rather than like output.
in a multi adviser firm these live in a shared library, so a change approved centrally applies to everyone's next draft.
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03
your inboxthe context
connect the mailbox you use with clients. shandy drafts replies when you ask, and uses the history of the relationship to inform everything else it writes. sending stays with you, always, and nothing leaves your mailbox without you pressing send.
judge it on one week
of real work.
the only honest trial is your own client conversations, in your own templates, with your own voice to compare against. here is the sequence, and the point at which you will know whether it is worth keeping.
day one
sign up, connect your calendar, upload two templates. shandy joins your next client meeting and writes it up while you are still in your chair.
day two
read the summary against your own recollection, check the follow ups it extracted, and correct the tone where it is not quite how you write.
mid week
ask it to draft the review from that meeting, complete a client form, and write one client email. compare each against what you would have produced.
end of week
ask the record what is outstanding across the clients you spoke to. if the answer is right and the drafts were usable, the case makes itself.
- summaries that need a read rather than a rewrite
- follow ups you had already half forgotten
- a first draft in your template that is genuinely a starting point
- a record that already answers questions by friday
- deciding whether a recommendation is suitable
- the figures and judgements inside a document
- telling shandy where your house tone is slightly off
- reviewing and signing off everything before it goes out
clear lines, so nothing falls between them.
an assistant is only useful if you know exactly what it is responsible for. this is the split, stated once, so that neither you nor your compliance function has to infer it from behaviour.
the things advisers ask in the first conversation.
do i need to tell clients that shandy is in the meeting?
yes, and you should. capturing a client conversation is something clients are entitled to know about, and most are entirely comfortable once they understand it produces a better record of what they asked for. your firm's own policy on notice and consent applies here exactly as it does to any other recording.
what if a meeting is in person rather than on a call?
record a voice note afterwards and shandy treats it as a full source: it summarises it, extracts the follow ups and adds the detail to the record. a dictated five minute note after a face to face meeting replaces an hour of writing up later.
how long before the drafts sound like me?
the first drafts use your templates and the documents you have given it, so they start close. correcting tone on the first few outputs sharpens it quickly, and the record itself does the rest, because a draft written from a full history naturally reads more like the adviser who built that history.
does support staff need a separate setup?
no. paraplanners and client service staff work from the same client record as the adviser, within the permissions the firm sets. they can prepare documents without needing a handover conversation about a meeting they were not in.
we are a single adviser practice. is the team tier relevant?
not at first. shandy works for one desk out of the box. the team tier matters when you add a second person who needs access to client records, or when you want templates, permissions and oversight set centrally rather than individually.
what does it cost to try?
nothing. onboarding is self service and free to start, with no card required to begin and no implementation fee. tell us about your practice and we will be straight with you about what the right arrangement looks like once you are past the trial week.
put next week's
meetings through it.
tell us about your practice and where the admin piles up. we will show you how shandy fits the way you already work, and you can start free today without a card.