The Process
A four-week bespoke build, then ongoing production. Consultant-led from the first call and every report after.
Phase 1 · One-Time Setup · 4 Weeks
A kickoff call with your named consultant. You upload existing documents, logo, and website. We match one of six design systems to your firm - Classic, Sidebar, Hero, Editorial, Landscape, or Cards - produce a brand proof, and revise until you sign it off. Only then do we begin on documents.
We build your document suite - five Report Forge document types plus one branded static (Welcome Pack, Client Agreement, or similar). Each is proofed and revised with you until every page is signed off. Extras priced per document.
Your branded Document Vault launches on your domain. Professional Plus adds a firm website in one of three templates. The entire surface your client touches - branded, configured, and live.
Phase 2 · Ongoing · Every Report
Upload a fact find, ATR, and meeting notes. Our AI engine produces every section using your templates, your compliance language, and your client's live data. FCA-aligned, Consumer-Duty-ready.
AI-generated content appears in gold. Accept, edit, or regenerate each section. Nothing reaches your client without your signature.
Documents land in your client's branded Vault. They review, e-sign, and store. Nominated access for spouses and solicitors. Their vault, your domain, your brand.
The Difference
Not another platform to learn. A managed service that produces your documents, configured to your firm, with a named consultant who picks up the phone.
Your logo, your colours, your compliance language. Choose from six template styles. Every document your client receives looks like it came from your firm. Because it did.
Report Forge generates content from your client data and context documents. You see exactly what was written - highlighted in gold. Accept, edit, or regenerate each section. Nothing reaches your client without your approval.
Your clients get a branded portal to view, sign, and store their documents. Electronic signatures built in. Nominated access for spouses and solicitors. Their vault, on your domain, with your brand.
You don’t get a login and a knowledge base. You get a dedicated consultant who knows your firm, your templates, and your workflow. Proof cycles with revisions. Four-week onboarding. Ongoing support.