For private client and wealth teams
AI that walks in already briefed
A private platform for private client teams that prepares each meeting, compares structures against the current position, and watches for the changes that touch active matters. Deployed in your own cloud and owned by your firm.
The reading and the gathering, done before the adviser sits down.
Built by the team behind AI delivery for
The shift
More at stake, and more of it to keep track of
An estimated 5.5 trillion pounds will pass between generations in the UK over the next two decades, part of the largest transfer of wealth in history (Kings Court Trust). More estates, more trusts, and more complex structures land on advisers whose value is judgement, not paperwork.
Much of the day still goes on assembling the picture: reading the file before a meeting, checking a structure against the deeds, catching a tax change that touches a live matter. When an agent does that quietly in the background, the adviser walks in already briefed and spends the time where it counts.
Where AI moves the needle first
Built for the work private client teams actually do
These are where most private client teams start. CompleteFlow is a platform your team configures and extends, so the list grows as your practice finds its own highest-value work.
Proactive briefings before every meeting
Overnight, the platform reads the matter, the inbox, and public sources and prepares a briefing for the day ahead: what each meeting is about, what to watch, and which documents to read. The adviser reviews and approves before anything is used.
Structures compared to the current position
Compare trust deeds, wills, and tax memos against the structure in place and surface the differences, each linked to source, so the adviser sees where the paperwork and the intention have drifted apart.
Estate and probate document gathering
Pull asset schedules, correspondence, and prior advice together into a first-pass picture of the estate for a lawyer to work from, rather than assembling it by hand across files and inboxes.
Policy and public notice monitoring
Pick up tax and policy changes and public notices that touch active matters, with an impact note for the adviser to review, so nothing relevant is missed between reviews.
Proactive AI
Walk in already knowing everything
Overnight, the platform reads each adviser's matters, inbox, and public sources, then prepares a briefing for the day ahead: what each meeting is about, what to watch, and which documents to read. Nothing is sent without the adviser, who reviews and approves.
Ridley family trust, annual review
Last reviewed in March. A recent change to the reliefs affects the trust's distribution planning. Three documents linked for you to read.
- Diary Meeting the settlor tomorrow to sign the updated letter of wishes.
- Inbox The client's accountant sent revised asset figures for the estate schedule.
- Public record A change to inheritance tax reliefs was announced overnight, relevant to two active matters.
Structures compared
See where the paperwork has drifted from the plan
Compare trust deeds, wills, and tax memos against the structure in place and pull the differences into one view, each linked to the document it came from, so the adviser sees exactly where intention and paperwork have parted ways.
| Document | Instrument | Beneficiaries | Status |
|---|---|---|---|
| Ridley Family Trust | Discretionary trust | Children and issue | In force |
| Will, J Ridley (2019) | Will | Spouse, then trust | SupersededNon-standard |
| Letter of Wishes | Guidance | Children | Out of date |
| Nil-rate Band Trust | Will trust | Grandchildren | In force |
| LPA, J Ridley | Property and affairs | n/a | Registered |
Why CompleteFlow
A platform you own, not a one-off build
CompleteFlow is a platform deployed in your own cloud that your team configures and extends: briefings, structure comparison, and monitoring across every matter, customised to your precedents and house style.
You choose any frontier model and switch as the field moves, your data stays isolated with zero training and zero retention, and you own what we build. The result is an edge that compounds, not a project that ends.
Private by architecture
Built for confidentiality and the SRA Code of Conduct
CompleteFlow runs as a single-tenant instance in your own infrastructure, with frontier models accessed under zero training and zero retention agreements. The platform is designed with the SRA Principles in mind:
- ✓ Client confidentiality maintained: sensitive family and financial information stays within your environment and is never used to train models
- ✓ Information barriers respected: agents sign in as each user and see only what that person is permitted to see
- ✓ Competence supported: every point links to source, so advisers can verify and take responsibility
- ✓ Supervision built in: human-in-the-loop review before anything leaves the firm
Read more on the security and compliance page or the trust centre.
Frequently asked questions
Does the agent give tax or legal advice? +
No. The agent gathers and compares documents and surfaces what changed, with every point linked to source. The lawyer forms the advice. It handles the reading and assembly so the adviser spends time on judgement, not on collecting papers.
How does it keep sensitive family and financial information private? +
CompleteFlow runs as a single-tenant instance in your own cloud. Client information stays within your environment with zero training and zero retention on the frontier models, and agents respect the access controls in your document management system.
Can it monitor for changes that affect active matters? +
Yes. The platform can watch public sources for tax and policy changes and public notices that touch active matters, and prepare a briefing for the adviser to review. Nothing is acted on without a lawyer.
Which systems does it connect to? +
Agents connect to iManage, NetDocuments, Microsoft 365, and your practice systems through the Model Context Protocol, with your existing permission model respected.
See what AI built around your private client practice looks like
Book a confidential 30-minute discussion. We will map the highest-value opportunities across your matters and outline a path to production.
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