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    AI Drafting

    Notice replies, resolutions, engagement letters. If you did not give it a fact, it leaves a mark rather than inventing one.

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    The problem

    Generic AI does not know your client

    It will not ask you a question and it will not leave a blank. So it closes every gap in the file with something plausible, and hands you back a document where the invented line and the verified line are indistinguishable.

    Draft replyLooks finished
    Marked, not guessed

    FinPera AI annotates & keeps you in the loop

    Nothing gets quietly filled in. Each particular says where it stands: from your notice, left blank, or the AI's choice for you to confirm.

    Reply to show-cause noticepage 4 of 9

    The reported revenue for January to December 2025V was , against which tax was accounted for at the standard rateA.

    VVerifyfrom the noticeFill innot providedAAssumptionchosen by the AI
    Inside the draft

    Where every particular in the draft came from

    Where each particular comes from, what happens to the ones it was never given, and what it picks up from the drafts your firm has already done.

    It marks what it does not know

    Three marks, written into the document itself. Nothing is quietly filled in.

    Fill inA fact it was never givenVerifyA claim to check against your sourceDouble-checkAn argument it constructed

    It checks its own guesses

    If a guess matches something you already hold, it becomes a line to check rather than a blank to fill.

    Answer it once

    The same missing fact turns up in several places. Fill it once and all of them update.

    Prefilled from your client book

    The particulars come from the client you picked, not from the model.

    Hints from your own past drafts

    Clause patterns from the last time your firm drafted this type come up as suggestions.

    Human in the loop

    AI does the drafting. You review & approve.

    Each draft passes three points of human judgement: a checklist you complete before anything is written, your own review of what the AI produced, and a partner's approval before it is sent.

    1. Pre-draft
      checklist
    2. FinPera AI drafts
      the document
    3. Assumptions & verifications
      approved
    4. Partner
      sign-off
    5. FinPera AI
      sends it
    How it works in practice

    Built around the way a firm already drafts

    A junior starts it, a partner signs it off, and your firm's own language is in there from the first version.

    The editor

    A junior can finish it without asking three people

    Every pre-filled particular carries a chip showing where it came from. The junior fills the rest, it saves as they type, and the senior reads a version history rather than a mystery.

    Draft particulars Saved
    ClientNorthwind FoodsFrom the client book
    Registered address4th Floor, 120 Harbour StreetFrom the client book
    SignatoryLeo G., DirectorFrom the client book
    Date of notice23-Sep-2026From the attached notice
    Reply due23-Oct-2026Computed from the notice

    Type over any value and its chip clears, so you can always tell what came from the record and what someone changed by hand.

    Clauses

    Your clauses, in your words, ranked by necessity

    Must, should and may, with the ones that warrant counsel marked. A starter library ships with the product, but the clauses that matter are the ones your firm writes itself, offered back on every future draft.

    Clauses for this document
    Must
    Governing law and jurisdiction
    Confidentiality
    Should
    Limitation of liabilitySeek counsel
    Indemnity
    May
    Force majeure
    Our standard data-protection undertakingYour firm
    Templates

    Bring the format you already use

    Upload your own .docx and its merge fields become a fill-and-generate form. It also remembers how your firm drafted this document last time, and offers the particulars from a similar one in your vault.

    Engagement Letter - House Format.docx{{client_name}}{{fee}}{{scope}}{{partner}}4 merge fields found. Saved to your firm's templates.
    Your firm included this clause in 7 of the last 9 engagement letters.
    A similar letter for this client is in your vault. Pull the particulars across?
    What gets drafted

    The documents a practice writes every week

    Each type asks only for the particulars it needs.

    Reply to a notice

    TaxLegalTax notice replyRegulatory

    Resolutions

    BoardShareholderCircularWritten consent

    Agendas and minutes

    AgendaMinutes

    Proposals & engagement letters

    ScopeFeeExclusions

    Data-protection pack

    DPADPIARoPADPO letterBreach plan

    Management representation

    Audit seasonPer client
    Safety and confidentiality

    Where your client's papers go, and where they do not

    The questions a partner asks before putting a client file into any AI tool, answered in one place.

    Never used to train models

    What your practice drafts stays with your practice.

    Drafts live in your data room

    Same access rules and audit trail as everything else you hold.

    Your clauses stay yours

    Scoped to your firm, unreachable from any admin surface.

    Suggestions respect permissions

    It only looks at drafts you already have access to.

    Attachments are summarised first

    We send a short digest to the model, not your client’s full file.

    The flags travel with the draft

    Recorded alongside it, not marks in the text you can edit away.

    Draft faster with conviction

    Your clause library, your drafting style, and every assumption named before you read it.

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