Create Client Reports is an AI solution platform designed to automate the process of generating client reports for professional service firms. Users upload their client documents to designated Client Data Rooms.
The platform uses these uploaded documents as data sets for its Advisory Copilot, which then utilizes the data to automatically generate client reports such as Business Plans, Company Valuation Reports, Diligence Reports, or Investor Reports.
These automated reports can be exported into a Microsoft Word Document. The platform’s unique 3-SHOT APPROACH includes automatic generation of document section headers based on the type of document; creation of content for each section; and fine tuning and regenerating content section by section.
More details about Client Reports
How does Create Client Reports ensure the document quality?
Create Client Reports ensures document quality through its 3-SHOT APPROACH. This includes the automatic generation of document section headers based on the type of document, automatic content creation for each section, and the ability to fine-tune and regenerate the content section-by-section.
Does Create Client Reports integrate with Microsoft Word?
Yes, Create Client Reports integrates with Microsoft Word. Once the document is reviewed and approved, it can be exported to your own Microsoft Word Template for final reviewing and sending to the client.
What industries does Create Client Reports cater to?
Create Client Reports caters to a multitude of industries including Financial Services, Accounting & Tax, Professional Services, Law Firms, Construction, Retail, IT Services, Staffing, Real Estate, Manufacturing, Energy, Technology, Healthcare, Education, Life Sciences, Media, Nonprofit and more.
Can I export the generated reports into a Microsoft Word Document using Create Client Reports?
Yes, Create Client Reports provides the capability to export the automated reports into a Microsoft Word document. You can also export your document to your own Microsoft Word Template once you are satisfied with the document for final review and sending to your client.
