Compare
Generic AI (e.g. chat) vs AutoDraft
Generic AI can draft plausible text quickly, but it does not know your templates, your client data, or your firm’s regulatory obligations unless you painstakingly prompt it every time.
| Criterion | Typical alternative | With AutoDraft |
|---|---|---|
| Data grounding | You paste context; easy to omit material facts | Pulls structured data from CRM and meetings |
| Template fidelity | Ad hoc formatting; hard to enforce house style | Fills approved Word/PDF structures |
| Review workflow | No built-in approvals or versioning | Queues, roles, and history by design |
| Training / data use | Varies by vendor; often unclear for regulated use | Built for adviser data handling expectations |
| Best when | Brainstorming or internal drafts only | Production client letters with oversight |
Use generic AI for exploration if your policy allows; use purpose-built automation when outputs must be consistent, traceable, and aligned to your file.