Advisor Prep Hero fits alongside the tools you already use.
Advisor Prep Hero is not a replacement for your practice management system, your CRM, or your billing platform. It is the private place AI work happens, sitting alongside your system of record. You import a file, work with it privately, and export the result back into your existing workflow.
Where Advisor Prep Hero fits in your existing stack
Each vertical has a system of record it already runs on. Advisor Prep Hero is not that system. It is the workspace where the AI work happens, and it hands results back to the tools you already use.
Attorneys
You already have: Clio, Filevine, or similar
You run your matter management, billing, and docketing in Clio, Filevine, or whatever system your firm uses. That stays exactly where it is. Advisor Prep Hero handles the AI work: the research memo, the deposition summary, the privilege log draft, the contradictions analysis. You bring a PDF or document in from the matter folder, work with it privately, and export the result as Word or PDF to file from there.
CPAs and EAs
You already have: Drake, ProSeries, Lacerte, or Canopy
Drake, ProSeries, Lacerte, or Canopy handle the return. That does not change. Advisor Prep Hero handles the AI research, the client memo explaining a complex position, the audit-defense narrative, the home-office analysis your client is asking about. Client files come in from your existing folder structure, you work with them privately, and you export to Word or PDF to upload to SafeSend or your client portal as usual.
Consultants
You already have: PowerPoint, Word, and your engagement tooling
Your deliverables live in PowerPoint and Word, and your client expects them there. Advisor Prep Hero is where you do the AI-assisted discovery synthesis, the confidential client research, the first draft of the engagement narrative. You finish in your usual tools. The sensitive interview notes and internal thinking never have to leave your machine to get the AI help you need.
Financial advisors
You already have: eMoney, MoneyGuidePro, Redtail, or Salesforce
eMoney, MoneyGuidePro, Redtail, Salesforce: your CRM and planning tools stay put. Advisor Prep Hero handles the AI-assisted meeting prep, the client summary before the annual review, the confidential analysis you want to think through without sending client financials to a cloud service. Export as PDF or Word into your existing client workflow when you are ready.
Drag a file in. Work privately. Export the result.
Three steps. No cloud in the middle. The original file stays where it is; the AI output goes wherever you put it.
Import
Drag a file from any folder on your machine into your Advisor Prep Hero workspace. Advisor Prep Hero works from a copy it holds locally: the original stays in place.
Work privately
Use the AI to draft, analyze, research, or summarize. Your prompts go from your machine straight to the AI provider you chose, and the results save as plain files in your workspace folder. Advisor Prep Hero never sees any of it.
Export
Export the finished document in the format your workflow expects: Word for the client portal, PDF for the matter file, PowerPoint to finish in your usual deck tool. From there, file it wherever you normally file things.
What Advisor Prep Hero is not
Being clear about what Advisor Prep Hero does not do is as important as what it does. If you need one of these things, use the tool built for it.
Not a practice management system
Advisor Prep Hero does not track matters, dockets, deadlines, or billing. It does not replace Clio, Filevine, or MyCase. Use those for case management.
Not a CRM
Advisor Prep Hero does not manage contacts, pipelines, or client relationships. It does not replace Salesforce, Redtail, or HubSpot. Use your CRM for those.
Not a document storage system
Advisor Prep Hero is a workspace for active AI work, not a permanent archive or a DMS. Store your finalized files wherever you store everything else: NetDocuments, SharePoint, iManage, your own folder system.
Not a billing platform
Advisor Prep Hero does not track time, generate invoices, or process payments. It does not replace Clio Payments, QuickBooks, or your firm billing system.
Advisor Prep Hero does one thing: gives you a private, local-first workspace where AI work can happen on your most sensitive files, without routing them through a server you do not control. That is a narrow job, and it is the right job for what it is.
Ready to try it?
30-day free trial, no credit card, no account. Works on Mac, Windows, and Linux. Or try it in your browser right now with a pre-loaded sample workspace.