What Sofia built for a client firm

Each one went to a client or a decision-maker, and each one had a job to do.

BATCH
Paperwork for a group of related entitiesDozens of letters and filings, each in the format its institution requires
PPTX
The client deck behind a buyout modelWalked the client through the numbers. Revised four times in two days.
XLSX
A reconciliation checked before the client saw itCaught a seven-figure difference on a single balance-sheet line
REPORT
A client-activity report every MondayCovers an advisor's whole client book, delivered without anyone asking
ANALYSIS
Client analysis that surfaced new revenueOpportunities ready for the partners to raise with each client

“Sofia is creating presentations for us. It's grabbing data from our systems to pre-populate those presentations.”

CEO, Sofia client

Built by your seniors, or reviewed by them

Same deliverable, same standard. What changes is who spends the week assembling it.

Built by handBuilt by Sofia

Your senior builds it the night beforeYour senior reviews a draft that's already built

Figures exported, pasted and checked againFigures pulled from your connected systems

Each person formats it their own wayEvery file follows your approved template

One client at a time, when there's timeEvery client, on schedule

Saved wherever the author left itFiled to the right client folder

Every deliverable in the format your clients expect

Today the right version lives with one person. Sofia learns it once, and every deliverable follows it.

Today

Each person rebuilds the deck their own way
The good template lives in one person's folder
New hires learn the format by getting it wrong

With Sofia

Your best senior's version becomes a shared skill
Sofia builds every client's file from it
One senior's fix improves everyone's next draft

From one approved example to every client

Set it up once with your best example. After that, Sofia builds the set each cycle and your people review it.

Once
Hand Sofia your best example
Give Sofia an approved report, deck or letter. She follows its structure and formatting, and the method becomes a firm skill.
Each cycle
Sofia builds every file
She pulls figures from Excel, your CRM and your document system, drafts each file, and asks when something's missing.
Before it goes out
Your professional approves
A senior approves before anything reaches the client or goes out through DocuSign. Each file lands in its client folder.

Your standard, checked before it leaves

Client-facing work carries your name. These controls keep it that way.

Your template, followed: Headings, order, tone and formatting come from your approved example.
Figures traced to source: Numbers come from your connected systems. Ask where one came from and Sofia shows you.
Knows each client: Sofia draws on your firm's memory of each client, so every file fits its reader.
Approval before sending: Anything that writes to a client system or sends a message can wait for approval.
Formatting kept intact: When Sofia tidies an Excel file's appearance, a check guards against losing data.
Access your IT lead agrees: Nothing connects until your IT lead agrees the access. Your never-touch list stays out.

Every firm sends clients a stack of documents

The documents change from firm to firm. The work of pulling them together looks the same.

Questions firms ask

Will it match our format exactly?

Sofia works from your approved examples and templates, so headings, order, tone and formatting follow your house style. When a senior corrects a draft, the correction goes into the shared skill, and everyone's next draft starts closer.

Where do the numbers come from?

From your connected systems and documents. Sofia checks her sources, and you can ask where any figure came from. A person at your firm reviews each file before it reaches a client.

Can it handle a large batch?

Yes. For a client, Sofia produced dozens of letters and filings across a group of related entities, each in the format its institution requires. Recurring sets can run on a schedule and go straight to the people who review them.

Which systems does it work with?

Word, Excel and PowerPoint; Box, SharePoint, OneDrive and Google Drive; CRMs such as Salesforce and HubSpot; and DocuSign for signatures. Sofia works with more than 800 business systems, and we set up the ones your firm uses.

Who sets it up?

We do. We connect your systems, build the deliverable skills from your best examples and keep them current as your templates change.

Which deliverable eats your seniors' week?

Score your firm to see which deliverables to hand over first, or bring one to a call with our team.

Score your firm Talk to our team

The advice took an hour. The deck took all week.