Smartie - drafting emails and file notes
Smartie can draft client-ready text for you — an email, a file note, or an extract for a Statement of Advice — and you copy it into your own document. Just ask, in the conversation.
What this does and doesn't do — Smartie writes the text. It doesn't produce a finished document file. You copy the draft out and paste it into your own letterhead, workpaper, SoA or email.
How to ask for a draft
After most answers, Smartie offers to use the response for a Statement of Advice, client letter, file note or email. You can also ask at any point.
- Get the answer right first — with the client's facts in it. The draft is only as good as the answer behind it.
- Ask for what you want, in the same conversation. For example:
- "Draft this as a file note."
- "Write this up as an email to the client."
- "Give me an extract I can use in an SoA."
- "Turn this into a letter to the trustees."
- Refine it with a follow-up — "make it shorter", "less technical, the client isn't an accountant", "add the documentation steps"
- Click Copy beneath the response and paste it into your document
Getting the tone and length right
Say who it's for. Smartie pitches a draft very differently depending on the audience, and telling it up front saves a round trip.
| Ask for… | To get… |
|---|---|
| "Draft a file note" | Technical, complete, references retained — written for your file |
| "Draft an email to the client" | Plainer language, shorter, action-focused |
| "Give me an SoA extract" | Formal, structured for inclusion in an advice document |
| "Draft a letter to the trustees" | Formal, addressed, with the obligations set out |
Useful add-ons: "keep it under 200 words", "no jargon", "include the legislative references", "set out the next steps as a numbered list".
Before it leaves your firm
A draft from Smartie is a starting point, not a finished client document.
- Check the facts against the client's actual circumstances
- Confirm the law is current — check the source references beneath the original answer
- Apply your own judgement on what's appropriate for this client
- Edit it into your own voice and your firm's format
Remember — once you paste a draft into a client document it's your work product. Smartie is a technical support tool and doesn't provide licensed financial advice; your professional obligations apply in full.
Coming later
Generating finished documents — letters and reports produced as files rather than text to copy — is planned for a future release. In this version, drafting plus copy and paste is the workflow.