Overview

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Create Client Reports is an AI solution platform designed to automate the process of generating client reports for professional service firms. Users upload their client documents to designated Client Data Rooms.

The platform uses these uploaded documents as data sets for its Advisory Copilot, which then utilizes the data to automatically generate client reports such as Business Plans, Company Valuation Reports, Diligence Reports, or Investor Reports.

These automated reports can be exported into a Microsoft Word Document. The platform's unique 3-SHOT APPROACH includes automatic generation of document section headers based on the type of document; creation of content for each section; and fine tuning and regenerating content section by section.

Once the user is satisfied with the document, it can be exported to a Microsoft Word Template type for final reviewing and sending to the client.

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Initial release

December 23, 2023

Initial release of Client Reports.

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Pros and Cons

Pros

Fastest way to create reports

Uses client document data

Automatic generation of reports

Exports to Microsoft Word

3-shot approach to content creation

Fine tunes content by section

Thousands of copilots

Data customized to each client

Designed for professional service firms

Useful across multiple sectors

Versatile departmental applications

Scale pricing to business growth

Specific report types generated

Automatic document section header generation

Microsoft Word template export

One unique data room per client

Includes key metrics for analysis

Detailed insights into client's business

View 13 more pros

Cons

Only exports to Word

No multilingual support

Relies heavily on templates

Potentially expensive

Requires document upload

No multiple data source integration

Limited fine tuning

No direct client interaction

Data security concerns

Industry-agnostic approach

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Q&A

What is the Advisory Copilot feature in Create Client Reports?

Advisory Copilot is a feature in Create Client Reports that utilises the data from uploaded client documents. The platform uses these documents, uploaded in designated Client Data Rooms, as data sets for the Advisory Copilot. It then processes this data to automatically generate client reports such as Business Plans, Company Valuation Reports, Diligence Reports, or Investor Reports.

How does Create Client Reports automate the report generation process?

Create Client Reports automates the report generation process by extracting data from client documents that are uploaded to client-specific Data Rooms. This data is then utilized by the Advisory Copilot feature to generate reports such as Business Plans, Company Valuation Reports, Diligence Reports, or Investor Reports. Its unique 3-SHOT APPROACH also contributes to the automation process by automatically generating document section headers based on the document type, creating content for each section, and providing the capability to fine-tune and regenerate content section by section.

What types of reports can Create Client Reports generate automatically?

Create Client Reports can generate a variety of client reports automatically. These include Business Plans, Company Valuation Reports, Diligence Reports, and Investor Reports. The speed of generation of client reports is stated to be the fastest using this platform.

Can I export the generated reports into a Microsoft Word Document using Create Client Reports?

Yes, Create Client Reports provides the capability to export the automated reports into a Microsoft Word document. You can also export your document to your own Microsoft Word Template once you are satisfied with the document for final review and sending to your client.

What is the 3-SHOT APPROACH in Create Client Reports?

The 3-SHOT APPROACH in Create Client Reports is a three-phase process of document creation. The first phase involves automatic generation of document section headers based on document type. The second phase involves creating content for each section, and the third phase allows users to fine-tune and regenerate the content section-by-section to ensure satisfaction with the completed document.

Does Create Client Reports support the creation of content for each section in the report?

Yes, Create Client Reports supports the creation of content for each section in the report. This is part of the platform's 3-SHOT APPROACH, where content for each section of a document is automatically generated and can be fine-tuned section by section for precise alignment with your needs.

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How do I fine-tune and regenerate content section by section in Create Client Reports?

In Create Client Reports, you can fine-tune and regenerate content section by section using its unique 3-SHOT APPROACH. This approach allows you to adjust and refine the automatically generated content for each section of the report until you are satisfied with the results. Then, your tailored document can be exported to your own Microsoft Word Template for final review and to be sent to your client.

Does Create Client Reports integrate with Microsoft Word?

Yes, Create Client Reports integrates with Microsoft Word. Once the document is reviewed and approved, it can be exported to your own Microsoft Word Template for final reviewing and sending to the client.

What is a Client Data Room in the context of Create Client Reports?

Client Data Room is a feature within Create Client Reports where users can upload their client documents. Each client data room is uniquely seeded and isolated to ensure the data used by the Advisory Copilot for each client is exclusive and accurate, providing more personalised and efficient reports.

Can I use Create Client Reports for Company Valuation Reports?

Yes, Create Client Reports can be used for generating Company Valuation Reports. Users upload relevant client documents to the platform, and the AI-powered solution then uses this data to automatically generate comprehensive and accurate Company Valuation Reports, along with other types of reports.

I'm in the Financial Services sector, how can I leverage Create Client Reports?

If you're in the Financial Services sector, you can leverage Create Client Reports to efficiently generate vital client reports such as Business Plans, Company Valuation Reports, Diligence Reports, and Investor Reports. Simply upload your client documents into the designated Client Data Rooms, and let the Advisory Copilot handle the construction and fine-tuning of your documents, saving you time and enhancing your reporting accuracy.

Can Create Client Reports be customized for law firms?

Yes, Create Client Reports can be customized for law firms. The platform supports a wide range of sectors including law firms. It uses data from the law firm's uploaded client documents to generate sector-specific reports, which can streamline the report generation process and increase efficiency for legal professionals.

How does Create Client Reports aid in Business Planning?

Create Client Reports aids in business planning by automating the generation of comprehensive Business Plans. Businesses upload their related documents in their unique Client Data Rooms and the Advisory Copilot uses this data to automatically generate Business Plans, saving businesses valuable time and administrative resources.

Does Create Client Reports provide solutions for different departments such as Business Operations and Marketing?

Yes, Create Client Reports provides innovative solutions for different departments such as Business Operations and Marketing. The platform is designed with the understanding that varied departments have unique reporting needs, thus providing a tailored approach to generating department-specific client reports.

What industries does Create Client Reports cater to?

Create Client Reports caters to a multitude of industries including Financial Services, Accounting & Tax, Professional Services, Law Firms, Construction, Retail, IT Services, Staffing, Real Estate, Manufacturing, Energy, Technology, Healthcare, Education, Life Sciences, Media, Nonprofit and more.

Can I get a trial of Create Client Reports?

Yes, Create Client Reports offers a free trial. Users can try the platform for free to explore its features and understand how it can benefit their report generation process. The link to avail the free trial is available on their homepage.

How does Create Client Reports ensure the document quality?

Create Client Reports ensures document quality through its 3-SHOT APPROACH. This includes the automatic generation of document section headers based on the type of document, automatic content creation for each section, and the ability to fine-tune and regenerate the content section-by-section. This approach allows for high-quality, detailed, and accurate documents according to the user’s specific needs.

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