The questions firms actually ask.

No. The apps do the mechanical work — reading, counting, comparing, scoring and drafting — and hand the result to a professional. Judgement-based sections are clearly flagged for the adviser, and the adviser signs everything that goes to a client.

Each app runs signed in to your firm's own Claude account, so processing happens under your agreement with Anthropic — commercial accounts are not used to train models. The apps work on your existing file structure; there's no separate document store to maintain.

A Claude account for the firm, and — for the meeting-based apps (Cadence, Cortex, Carbon) — a Fireflies account for recordings and transcripts. Sentinel and Strata work straight off the folders and platform PDFs you already have. Carbon can also connect Gmail and Forms.

Every output is built to be checked. Sentinel's findings name the FCA rule engaged and quote the passage from the file. Cadence marks each figure as verified against the transcript. Cortex records which versioned ruleset applied. Sterling states the date its market data is current to. Nothing asks to be taken on faith.

No — that's the point of modular pricing. Every app is licensed on its own, per adviser, per month. Most firms start with the job that hurts most (usually Sentinel or Strata) and add from there. The full suite costs £299/adviser/mo instead of £434 bought separately.

Yes. Branding setup is part of onboarding — client reports, annual reviews and attitude-to-risk documents export to Word or PDF carrying your firm's identity and regulatory details, ready to send.

A single app is typically live within days: connect the accounts, load your branding, run the first live case together. There's no data migration because the apps work on the files and recordings you already have.

We do demos rather than trials — a live session on real workflows, and where practical we'll run one of your own (anonymised) cases through the relevant app so you can judge the output on your work, not ours. Book one here. Billing is monthly and you can cancel any time, so the commitment stays small.