Documentation
From file notes to advice documents, Paradino automates the advice process so you can focus on what you do best.
Getting started
To get started, sign up for a free account. Create an organisation for your practice, add a client, and generate your first meeting summary. Our Getting Started guide walks you through it step by step.
Invite your team members to get the most out of Paradino. You can share templates, manage your subscription and collaborate on documents. Find out how.
Guides
Client Workspace
Learn how to use the client workspace.
Read moreRecording Meetings
Record meetings with a live transcript, agendas, and configurable audio retention.
Read moreMeeting Summaries
Learn how to generate accurate and comprehensive meeting summaries.
Read moreClient Emails
Sync client emails into the knowledge base and auto-draft replies in Outlook.
Read moreStrategy Assist
Supercharge your strategy process with AI-assisted Strategy Assist.
Read moreStatements of Advice
Learn how to generate Statements of Advice using Strategy Assist.
Read moreAdvice Presentations
Learn how to generate Advice Presentations using Strategy Assist.
Read moreCustomising Templates
Learn how to customise Paradino templates to your needs.
Read morePrompt Library
Save and reuse your best prompts across your practice.
Read moreUsing the Mobile App
Learn how to use the Paradino mobile app to record meetings.
Read moreForms
Learn how to populate forms in Paradino and get the best results.
Read moreTasks and Workflows
Track client work on the pipeline board and generate tasks automatically.
Read moreResources
User Preferences
Learn how to add your adviser and licensee details, as well as adding a document style guide.
Organisations
Learn how to invite your team members to your organisation and about roles and permissions.
Security Settings
Learn how to enable multi-factor authentication, change your password or add a passkey.