Show us one part of the work that still involves copying, checking or chasing.
We will map it with your team, build a small test using fictional or approved material, and bring it back for a direct review.
Show us one workflow.
Tell us where the work becomes slow, fragmented or dependent on someone remembering the next step. Rohan reads every message and replies personally.
No private client data needed. £0 for the first agreed workflow test.
One part of the work. Understood properly.
A written loop keeps the firm and Chunkbase aligned before anything is built.
Show us the work
Walk us through what happens today: who is involved, what information they need, which systems they use and where the case slows down.
WALKTHROUGHAgree the test
We write back what we heard and propose the smallest useful thing to test. You correct the workflow and approve the scope before anything is built.
WRITTEN SCOPEWe build it
Chunkbase turns the agreed problem into a focused product change or working prototype, with the evidence and human review requirements made explicit.
FOCUSED BUILDYour team tests it
Use a fictional, dummy or appropriately approved example. Tell us what helps, what is wrong and what the product would need to fit the way your firm works.
TEAM REVIEWYou will have a written record of what we understood, what we agreed to build, what the test showed and what happens next.
Bring us the workflow that is difficult to see from the outside.
It may begin with a meeting, a provider reply, a change in the client's life or a new rule. Start with work your team already recognises.
From meeting to reviewed record
Turn a client conversation into sourced proposed facts, visible gaps and a clear adviser review.
A case waiting on someone else
Show what is blocked by a provider, client, trustee or solicitor, who owns the next step and what evidence the firm still needs.
A change that may affect existing clients
Explore how the firm finds potentially relevant cases, checks applicability and records the decision after a rule, provider term or client circumstance changes.
A handoff across people or systems
Follow the work between adviser, paraplanner, administrator, compliance, back office and provider portal.
A firm-specific review or approval
Show how your policies, templates, service model and responsibilities change what must happen before the work can move forward.
You will know what happens next.
The written plan separates what fits now, what needs more evidence and what stays outside the test.
What we heard
WORKFLOW MAPA concise map of the workflow, the people involved, the evidence they use and the places where work stalls or becomes unclear.
What we will test
BEHAVIOURThe smallest useful product behaviour we can bring back to your team, including what it should help someone understand or do.
What sits outside the test
BOUNDARYAnything that needs more evidence, does not fit the shared product or belongs in a later pilot.
What the test changed
RECORDYour feedback, the changes made because of it and the questions that remain unproved.
See the work before deciding what comes after it.
One workflow conversation, one written plan, one agreed build and one testing session.
A verbal walkthrough, fictional case or dummy documents are enough to begin. Private client information is not required.
If the test is useful, we can agree a wider pilot. Its scope, data handling, responsibilities and price will be clear first.
No card, long contract or obligation to continue.
Work with firms is private by default. We publish only synthetic, approved or safely generalised material. Nothing about your firm appears in Writing without your agreement.
Your experience shapes the product.
Your firm understands the work, its exceptions and the judgement it requires. Chunkbase turns repeated problems into product.
Chunkbase adapts to how firms work while remaining one shared product. We agree that boundary before building.
Asked and answered.
Is this a sales demo?
No. The first conversation is about how one part of your work happens today. We may show the product when it helps, but the point is to find something real enough to build and test together.
Do we need to share client data?
No. A verbal walkthrough, fictional case or dummy documents are enough to begin. If a later pilot needs real, redacted or client-adjacent material, we agree confidentiality and data handling before receiving it.
Will you build anything we ask for?
No. Chunkbase is one product for advice firms, not separate custom software for each firm. We take forward problems that fit the product and could help more than one team. We tell you what we can build before we start.
What does the first workflow cost?
Nothing. The first workflow conversation, one agreed build and one testing session cost £0. There is no card, contract or obligation to continue.
What happens if the first test is useful?
We can agree a wider pilot around a small number of cases or another part of the same workflow. We set the scope, data handling and price before it starts. You see those terms before making any commitment.
Show us one workflow.