Send every client a room
that knows who they are.
ClientRoom delivers personalised, interactive pages to your clients after every meeting, report, and recommendation. An AI answers their questions in real time. You get a timestamped engagement log the FCA can actually read.
- Evidence client understanding for Consumer Duty automatically
- Every client gets a page personalised to their situation, not a mail merge
- Know the moment a client opens their communication and what they asked
30-day free trial · no credit card · GDPR DPA included
✦FCA Consumer Duty Compliant
✦Timestamped Engagement Logs
✦Personalised Per Client
✦AI Answers Questions 24/7
✦Suitability Letter Integration
✦Calendly Booking Embed
✦Slack & Email Alerts
✦White-label Domain
✦GDPR Compliant
✦Audit Trail Ready
✦FCA Consumer Duty Compliant
✦Timestamped Engagement Logs
✦Personalised Per Client
✦AI Answers Questions 24/7
✦Suitability Letter Integration
✦Calendly Booking Embed
✦Slack & Email Alerts
✦White-label Domain
✦GDPR Compliant
✦Audit Trail Ready
The problem
A PDF is not evidence of understanding.
The FCA's Consumer Duty requires firms to demonstrate that clients received, understood, and acted on information. Most practices are still sending PDFs and hoping clients read them.
PDFs get buried
A 40-page suitability report sent as an email attachment cannot show the FCA whether the client read it, understood it, or acted on it.
Clients call with basic questions
Advisers spend hours answering questions about recommendations already in the report. The client just did not read it.
Compliance is reactive, not evidenced
When the FCA asks how you evidenced good outcomes, telling them you sent a letter is not a satisfactory answer under Consumer Duty.
ClientRoom solves all three. One personalised page per client. Complete engagement log. AI handles the questions.
How it works
From meeting to evidenced client communication.
Four steps. No change to your existing process.
Who uses ClientRoom
Built for professional services firms that communicate with clients.
Independent Financial Advisers
Annual reviews, suitability letters, pension drawdown recommendations, ISA proposals. Evidence Consumer Duty with a full client engagement log per communication.
Mortgage Brokers
Send every client a personalised product comparison room. The AI explains the recommendation in plain English and answers questions about rates, terms, and affordability.
Executive Search
Brief every candidate before interview with a room built around their specific background and the role. Brief every client before a shortlist presentation.
M&A Advisers
Send every potential acquirer a personalised information memorandum room. Track which buyers are genuinely engaged before you spend time on management presentations.
Accountancy Practices
Deliver year-end accounts, tax returns, and management accounts as personalised interactive rooms. The AI answers client questions without the partner needing to be available.
Law Firms
Send every new client a personalised onboarding room. Share proposals, updates, and matter summaries in a format clients actually engage with.
For IFAs and financial planners
Consumer Duty requires evidence.
ClientRoom provides it.
Who received the communication
Every ClientRoom link is unique to one client. You know exactly who opened it.
When they received it
Timestamped to the second. Date, time, and device logged automatically.
How long they engaged
Time on page, scroll depth, and return visits all recorded.
What they asked
Every AI conversation is logged. You can see exactly what the client understood and what confused them.
What actions they took
Did they book a follow-up call? Download the suitability letter? Request changes?
Formal acknowledgement
Optionally require clients to confirm they have read and understood the recommendation before closing the room.
Export this report as a PDF for your Consumer Duty compliance file in one click.
What advisers say
"We were sending clients a 35-page suitability report by email and genuinely had no idea if they read it. ClientRoom changed that completely. We now have a full engagement record for every client communication and our Consumer Duty files are watertight. Our clients also tell us the pages are significantly better than anything they have received from another adviser."JFJames FletcherManaging Director · Fletcher Financial Planning
Consumer Duty signed off in 48 hours
"Our compliance team approved ClientRoom immediately because the engagement logs answer every question the FCA could ask."
SO
Sarah Obi
Head of Compliance · Meridian Wealth
80% fewer post-review client calls
"Clients actually read their reviews now. We used to get 20 calls after every annual review cycle. We now get four."
MR
Marcus Reid
Chartered Financial Planner
Candidates better prepared
"The briefing rooms changed how our clients see us. Every candidate walks into interview better prepared than any competitor's."
PN
Priya Nair
Partner · Apex Executive Search
Pricing
Simple per-seat pricing.
No credits, no usage surprises.
Client communication is a recurring operational need, not a campaign. Flat monthly pricing reflects that.
Monthly
Annual
Save 20%
Starter
$69
per month
50 client rooms/mo
Perfect for sole practitioners
For independent advisers and sole practitioners managing up to 50 active client communications per month.
1 adviser seat
50 client rooms per month
Email delivery
Basic engagement log (opened, time spent)
AI client Q&A on all rooms
Additional rooms at $0.75 each
Professional MOST POPULAR
£189
per month
200 client rooms/mo
Ideal for firms with 2-10 advisers
For growing advice firms that need full Consumer Duty evidencing and team collaboration.
10 adviser seats
200 client rooms per month
Email and WhatsApp delivery
Full engagement log with AI question transcript
Consumer Duty PDF export in one click
Custom firm branding and logo
Slack and email alerts
Additional rooms at $0.65 each
Business
£449
per month
Unlimited rooms
For larger practices and networks
For larger practices, consolidators, and multi-adviser firms needing white-label and API access.
Unlimited adviser seats
Unlimited client rooms
White-label domain (client.yourfirm.co.uk)
Full API access
Priority support
Dedicated onboarding session
Enterprise from $1,500/month
All plans include a 30-day free trial. No credit card required. Cancel anytime. GDPR Data Processing Agreement included on all paid plans.
FAQ
Common questions.
Does ClientRoom satisfy Consumer Duty requirements?
ClientRoom provides the engagement evidence most practices are currently missing: timestamped records of when each client received, opened, and engaged with their communication, plus a full transcript of questions they asked. This directly supports Consumer Duty evidencing under the FCA's requirement to demonstrate good outcomes. We recommend discussing specific application with your compliance officer.
How does ClientRoom integrate with our back office software?
ClientRoom works alongside your existing tools. You continue to produce suitability letters and reports as normal. ClientRoom delivers them in a personalised interactive format and gives you the engagement record. Direct integrations with Intelliflo, Salesforce Financial Services, and Dynamics 365 are on the roadmap.
Can we use our own branding and domain?
Yes. Business plan and above includes white-label branding with your firm logo, colours, and a custom domain such as client.morrisfp.co.uk. Clients see your firm's brand throughout.
How does the AI know about our firm's recommendations?
You configure the AI with your firm's information, the products you use, and how you communicate. The AI stays within this brief and never provides regulated financial advice. It explains and clarifies what your adviser has already recommended, then directs clients to you for advice.
Is ClientRoom FCA regulated?
ClientRoom is a communication and evidencing tool, not a regulated advice service. The AI does not provide financial advice. Regulatory responsibility for the advice itself remains with your firm and your advisers.
Where is client data stored?
All data is stored in the EU on AWS eu-west-2 UK region. We are GDPR compliant and provide a Data Processing Agreement on all paid plans. We never use client communication data to train AI models.
How long does setup take?
Most firms are live within a day. You configure your firm profile, upload branding, and send your first client room. No technical setup required. We provide a guided onboarding call on Professional and Business plans.
Can clients sign documents through ClientRoom?
Document signing integration with DocuSign and Adobe Sign is on the roadmap for Q4 2025. Currently clients can download, print, and return documents. The engagement log records all of these actions.
Your next client communication
should be personal.
Set up in under a day. Send your first client room this week.
30-day free trial · no credit card · GDPR DPA included