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Outsourced paraplanning vs AutoDraft
Outsourcing trades fixed payroll for variable cost and handoffs. Automation keeps work in-house but removes mechanical drafting so your team focuses on judgement-heavy sections.
| Criterion | Typical alternative | With AutoDraft |
|---|---|---|
| Turnaround | Depends on supplier SLAs and queues | On-demand once integrations are live |
| Control | Quality varies by individual outsource analyst | Templates and rules are yours; reviewers are internal |
| Cost model | Per report or retainer | Software subscription; scales with usage inside the firm |
| Knowledge retention | Institutional knowledge may sit with vendor staff | Workflows stay inside the firm |
| Best when | Spiky volume you cannot hire for quickly | Steady volume of similar letter types |
Many firms combine both: automation for the repetitive core, outsourcing for overflow or specialist cases.