In alpha
Prepare the fact find
Ask for the fact find from a meeting. Chunkbase proposes each fact, and nothing changes until you accept.
In alpha
Ask Chunkbase
Ask is how you work in Chunkbase. Ask about a client, prepare the fact find, summarise a meeting or start the letter. You check what it did before anything changes.
Cases › Claire Fraser & Tom Fraser
Claire Fraser & Tom Fraser
OverviewFact findDocumentsMeetings and notes
Pensions
- Claire · Workplace pension
- £268,000
- Claire · Pays in
- 5% · employer 3%
- Tom · Workplace pension
- Not known yet
- Tom · Provider
- Not known yet
What you can ask it to do
The same Ask, for every part of the case. Each task says whether it is in alpha today or coming soon.
In alpha
Write the summary
A summary of the meeting for the file, in plain words, with what is still open.
In alpha
Ask about a client
Ask anything about the case. The answer ends with its sources.
In alpha
Change the fact find
Tell Chunkbase what changed. It proposes the change, and you accept it.
In alpha
Start the suitability report
Chunkbase drafts the letter from the checked facts and leaves the advice to you.
Coming soon
Draft an email
Ask for an email to the client. You see the whole draft, and nothing is sent.
Coming soon
Send the letter
Ask Chunkbase to send it. It shows exactly what goes, and waits for you.
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