Serve more clients without hiring more paraplanners.
Chunkbase compresses the document-heavy parts of your service model: onboarding, reviews, file checks. Your existing team gets capacity for the work growing the firm.
Built for FCA-regulated advice. Every output citable. Human review built in.
Onboarding takes 4 to 12 weeks and you’ve stopped pretending this is fine.
You won’t find paraplanners to hire. No one will.
Every new adviser costs you another 0.5 paraplanner in back-office load.
You’re quoting fixed fees on unpredictable effort.
Three workflows. Real outcomes.
Onboarding compression
Upload documents. Extract and structure data. Flag missing items immediately. Weeks become days.
Annual review throughput
Pre-populated review packs. Same team, significantly more reviews per paraplanner per year.
File-check automation
Increase sample coverage while reducing cost per check. Evidence assembly once taking hours, done in minutes.
Click any extracted fact to see exactly where it came from. Page, paragraph, document.
Human review in the loop. Audit trail by default. No black-box outputs.
Connects to your document storage and back-office. No rip-and-replace.
“Every firm we speak to is trying to serve more clients without proportionally growing headcount. The constraint is almost always the document-heavy parts of the service model.”
The 2026 Benchmark is measuring cost-to-serve and time-per-workflow across UK advice firms for the first time.
Contribute to the benchmark →ROI calculator, coming soon
What it will show
Input your firm size, average clients per adviser, hours per review, and blended paraplanner cost. See hours saved, cost saved, and payback period.
In the meantime
Book a 20-minute call and we’ll model the business case for your specific firm. We’ll use your numbers, not generic benchmarks.
Why we’re building this
Operations leads need a business case, not a demo. We’re building the tool to make this case with real data.
Before and after Chunkbase
Client onboarding
4 to 12 weeks of document collection, manual data entry, multiple chasers, version confusion.
Upload documents, extract and structure data, flag missing items immediately.
Annual reviews
Each review takes a paraplanner a full day. 200 reviews means a constant backlog.
Pre-populated review packs. Same team, double the throughput.
Scaling the team
Every new adviser needs another 0.5 paraplanner. Hiring takes months. Training takes longer.
New advisers onboard faster. Existing paraplanners handle more volume with less admin.
Questions operations leads ask us
See Chunkbase in action with your documents
Book a 20-minute demo. Bring a redacted transcript or client pack and we'll show you what Chunkbase does with your actual workflow.
Built for FCA-regulated workflows. Every output reviewable. No black boxes.