Every feature, shown plainly. No cloud required.
Advisor Prep Hero works in three steps: you ask a question, the AI responds, and a real Markdown file appears on your hard drive.
Type your question into the chat panel. Paste documents, images, PDFs. The AI has full context of your workspace.
Watch the response stream in real-time. Stop at any point, edit the message, rerun with different parameters.
Save the conversation as a permanent Markdown file in your workspace. Edit, link to other files, version-track changes.
Advisor Prep Hero comes with three legal-practice templates designed for confidential case work.
Upload deposition transcripts. Advisor Prep Hero finds internal contradictions, compares across depositions, flags timeline inconsistencies. All analysis stays on your machine.
See legal templates →Document what evidence you have, where it came from, and what you still need. Track chain of custody and relevance to key claims.
See legal templates →Structured interview that produces a privilege log entry for each document. Description, basis for privilege, participants, communication date.
See legal templates →Eight workflows built around the documents tax professionals actually produce.
Structured walkthrough of common omissions: primary residence exclusion, education credits, dependent documentation, state tax nexus issues, backup withholding triggers.
See the Tax Practice Pack →Generates per-use IRC §7216 consent forms structured to meet the 12-point-type and separate-document requirements. The template structures each client's disclosure and consent; you review before presenting.
See the Tax Practice Pack →Templates that turn client conversations into client-safe analysis.
Transcribe or paste notes from discovery calls. Advisor Prep Hero synthesizes them into a structured account: goals, constraints, success metrics, decision timeline, stakeholders, red flags.
See consulting templates →Outline client work without including confidential details. Advisor Prep Hero produces a slide-deck structure you can safely show your design team or other consultants without exposing client data.
See consulting templates →Your API key goes directly to Anthropic, OpenAI, or Google. It never passes through Advisor Prep Hero's servers. Your files stay on your machine. Advisor Prep Hero never sees your work, never stores it, never logs it. When you send a prompt to a cloud model, it goes straight from your computer to that provider under your own account; Advisor Prep Hero is not in the path. With Ollama, nothing leaves your machine at all. You control the API call. You control the cost. And if you ever stop using Advisor Prep Hero, your work doesn't disappear: it's already on your hard drive as plain Markdown files.