Strip an advisory letter back and much of it is explanation: what the rule is, how it applies, what follows from it. Your firm has explained most of it before. CodaraFlow assembles the letter from that reviewed wording, so drafting time goes to what is genuinely specific to this client.
An advisory answer assembled from the firm’s existing work.
Opening the last similar letter, stripping the previous client out of it and reading back through explanations the firm settled years ago is not advice, and on a fixed fee it is rarely all recoverable. Starting from the firm’s own reviewed sections is what takes those hours out; the client’s timeline is unchanged.
A preset opens the letter with the sections that deliverable needs, in the firm’s order, so no time goes into locating a past file and deciding how much of it still applies.
Sections come in as the firm’s wording rather than as last year’s letter, so there is no pass spent hunting for a name, a date or a figure that belonged to somebody else.
Approved explanations arrive already reviewed, so a second pass concentrates on the facts and the advice specific to this client instead of re-reading settled paragraphs.
A built-in calculation drops its tables, figures and statutory notes into the section that needs them, so the letter does not wait on someone formatting a result into prose.
See the sixteen built-in calculations that write into an advisory letter.
A letter preset carries the sections a given deliverable needs, in the order your firm uses them, already switched on. Choose one and the letter opens with its skeleton in place.
Two presets ship ready to use, a standard step letter and a general advisory letter, and your firm edits them or builds its own, so the shape a preparer starts from is the shape your reviewers already expect to read.
Recurring explanations live in the Knowledge Library as approved wording blocks. Add one to a letter and it arrives as your firm approved it, instead of being remembered and rewritten.
Sections your firm wants identical every time are locked centrally. Sections that should flex per client stay editable in the letter. That split is a firm decision, set once.
Facts and assumptions are captured with the letter rather than living in the preparer’s head or a covering email. The reviewer can see what was assumed before deciding whether the conclusion holds.
If the advice leads to transaction steps, they can be added to the same letter without starting a separate project.
Review happens in one or two recorded passes rather than an inbox thread. Change something after sign-off and the affected approval is cleared, so the change has to be reviewed again.
Finalizing makes the letter read-only. What it was finalized with is what it keeps, even if the firm’s wording moves on afterwards.
Your firm defines its own letter sections and whether each belongs to advisory letters, step letters, or both.
Mark a section as firm-controlled and its wording is managed centrally. Update it and every draft letter using it updates too.
Wording captured by someone without approval rights waits in the Knowledge Approvals queue instead of becoming available firm-wide.
Letter presets decide what a preparer starts with, so a new file begins with the expected sections already in place rather than a blank letter.
A custom section covers what is unique to a client without forcing it into the firm library or bending an existing section around it.
Export produces an editable Word document on your letterhead. From there, the letter stays in Word, where your practice already works.
Get a demo account, usually within a day. Rebuild something familiar and compare the result with what you actually sent.
Letters are assembled from wording your firm wrote and approved. No model drafts your advice, and client facts are never sent anywhere to be processed.
The sections and explanations you add belong to your firm and can be exported. Billing is monthly, with no long-term commitment.