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Manual letter writing vs AutoDraft

Manual processes scale linearly with headcount: every extra ten letters means more paraplanner hours. Automation shifts work from re-keying and formatting to targeted review and exceptions.

CriterionTypical alternativeWith AutoDraft
Speed to first draftHours per suitability or valuation packMinutes when data and templates are mapped
Error riskTypos, version drift, inconsistent disclosuresStructured fields; remaining risk is data quality and edge cases
Audit trailOften scattered across inboxes and file sharesSystem log linking outputs to sources and reviewers
Template updatesAdvisers may use old Word filesCentral template changes propagate to new drafts
Best whenVery low volume or one-off bespoke workRepeating letter types with stable data feeds

Most firms keep manual workflows for novel or ultra-high-risk cases, and use automation for the long tail of repeatable correspondence.