Looking after an advisor's clients is three jobs. We automate two of them.
This comes from a real practice, mapped from what its admin actually runs every single day. Here's the thing: most advisors have no admin. They do all of this themselves, in the evenings, around client meetings. That's who this product is for.
Half one
Winning the client
Meet→Advise→Quote→Sign up→Submit to Liberty
New business · its own map, coming separately
Half two
Keeping the client
Changes→Payments→Getting paid right→Year after year
Servicing · this page ↓
Part one
The three jobs
Everything an advisor's back office does fits into three loops. Coral steps are already automated in the live practice; dashed steps are still done by a human.
Client asks→The paperwork fills itself→Client signs→Everything gets filed properly→It's written into the book
Every change means Liberty forms, the same client details typed over and over. That used to be the biggest time-eater in the practice. Now the forms fill themselves from the client's documents, in minutes. A person still checks anything involving money going out, before it moves.
2 · A client's payment bounces
Checked every morning: missed debit orders on the book.
Missed payment spotted→Client gets chased→Liberty gets told to retry→The book keeps score
Every recovered payment is income the advisor keeps, and it protects their standing with Liberty. The tracking is automated; the chasing is still a human picking up the phone.
3 · Checking Liberty paid correctly
Once a week, across the whole book. Most advisors never do this. They can't.
Liberty's payment report arrives→Compared against our own records→Every short-payment queried→The advisor sees the whole picture
Liberty tells advisors what they've been paid. But if you don't keep your own records, you have no way of knowing when that number is wrong. And it has been wrong. This practice keeps its own books and checks Liberty's numbers against them every week. It has found real errors and recovered real money.
Part two
What we're actually selling
Three promises. Two are already running in a real practice. The third is the roadmap.
Already live
Time saved
The paperwork does itself. Hours of form-filling become minutes, for every kind of client change. This is the easy one to show: you watch it happen.
13 automations running today
Already live
Money found
The practice keeps its own books and checks Liberty's payments against them, every week. Short-payments get caught and queried instead of quietly disappearing.
Here's the kicker:
The record book this depends on was invented by this practice's admin. Liberty doesn't provide one. Most advisors have nothing like it. They just trust the number.
Real errors found · real money recovered
Next to build
Never drop a follow-up
The one part still done by hand, here and everywhere: chasing clients to sign, chasing bounced payments, checking in. Automating the polite nudges is the biggest win left on the table.
The roadmap
Time saved.Money found.Never drop a follow-up.
That's the whole pitch, and two of the three are already true.
One decision to make
That invented record book: do we ship her version as-is, or build our own version into the product so every advisor gets it on day one? Either way, it's what makes "money found" possible.