Carbon
From conversation to client-ready paperwork. Draft client documents in 15 minutes instead of 2 hours, and get 7 hours a month back per adviser.
Draft client documents.
Discovery notes, scopes of work and value summaries get delayed or templated because good writing takes time advisers don't have. The firm's thinking never reaches the page in front of the client, which is where it converts prospects and justifies the ongoing fee.
Per client, done by hand.
7 hours a month back, per adviser.
Three steps. No new platform.
Connect your sources once
Fireflies for meetings, Gmail and Google Forms for questionnaires. New meetings and responses flow in automatically.
Choose a document type and generate
Discovery note, scope of work, client value summary or attitude-to-risk report, from the home screen or straight from a recent meeting.
Edit, brand, send
A structured draft in your firm's voice, fonts and logo. Edit inline, export to Word or PDF. A follow-up email is drafted with the document attached.
Judge the output, not the pitch.
An illustrative example of what Carbon produces. Every figure and finding in the real thing links back to its source.
What's included
- Four document types: discovery, scope of work, client value summary, attitude-to-risk report
- Attitude-to-risk reports include a calculated 1–10 score, plain-English explanation and indicative asset allocation
- Pulls risk questionnaire responses from Google Forms automatically
- Generates the follow-up email with the document attached
- Customisable firm branding, fonts, logo and voice
- Document vault with version control
- Inline editing with Word and PDF export
Who it's for
Advisers and paraplanners onboarding new clients; firms that want every client-facing document to read like the firm wrote it.
Works with
Fireflies, Gmail and Google Forms.
Each app takes one job.
See it before you decide.
Twenty minutes on Teams with Adam Booth, walking through the apps on a demo firm with its own clients, meetings and files. Nothing to prepare.