Client Brief (white-label)
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What this tool does
For consultants: a client-ready advisory brief in your firm's voice, ready to copy.
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What this calculates
Built for consultants and brokers who need to hand a client something defensible. It assembles an advisory brief in your firm's voice from the parameters of the engagement — the client's position, the question in front of them and the options being weighed — structured the way a client expects to read it rather than the way analysis comes out.
What you will need
The client's situation. Capital, experience, timeline and what they are trying to achieve. Generic inputs produce a brief that reads like a template, which is exactly what a client is paying you not to receive.
The question being decided. Whether to proceed, which of two brands, or whether to expand. A brief written to a decision is useful; a brief written to a topic is filler.
Your firm's positioning. Tone and standing recommendations, so the output sounds like your practice. You are putting your name on it.
How to read the result
This is a first draft that saves you the structuring, not a document to forward unread. Check every factual claim against your own sources before it leaves your office, and make sure the recommendation reflects your professional judgement rather than the tool's default framing. The parts worth your time are the risk section and the caveats, which are what a client will hold you to.
Questions about this tool
Will clients be able to tell it was AI-drafted?
That depends entirely on how much of your own judgement and local knowledge you add. Used as a structural first draft it saves hours; sent out untouched it reads generic, and your client will notice.
Can I put my firm's branding on it?
Yes, that is the intent of a white-label brief. You are also taking professional responsibility for it, so review every claim before it carries your name.
Does it cite sources?
It gives you structure and reasoning, not a sourced research report. Any figure you keep must be sourced by you before it goes to a client.
For reference only; not legal, tax, or investment advice. Results depend entirely on the figures you enter — check them against your own quotes and your franchise agreement before acting on them.