Tools

Time savings calculator

Model how much adviser and paraplanning time your firm could reclaim if repeatable letters were drafted from data instead of rebuilt from scratch in Word every time.

Advisers / report writers included

For context only — volume drives savings below.

Letters or packs per month (firm total)

Average manual time per letter (minutes)

Fully loaded cost per hour (£)

Salary, tax, and overhead — rough estimate is fine.

Assumed time saved with automation: 75%

Many firms plan for 60–80% on repeatable letter types after templates and review are mature.

Your estimate

Illustrative only — not financial advice.

Manual drafting time: 90 hrs / mo
Time reclaimed (after automation): 68 hrs / mo
Equivalent capacity: ~8.4 adviser-days / mo
Indicative value of time saved: £5,738 / mo · £68,850 / yr

Email the full breakdown

We'll send a short PDF-style summary you can share internally — same numbers, plus talking points for compliance and operations.

Prefer to talk? Book a walkthrough

Want this grounded in your actual templates and volumes? Book a walkthrough or read our suitability automation guide.