Built by people who understand regulated advice
AdvisorDraft is a product of CaseFlow Automation Ltd, a UK company solving a specific problem: IFA operations teams spending hours on document processing that should take minutes. We combine deep financial services knowledge with modern AI to deliver tools that genuinely transform how firms work.
Our mission
To give UK IFA firms back the time they spend on admin, so they can focus on what matters: delivering great financial advice to their clients.
What drives us
Purpose-built
We don't build generic document tools. Every feature is designed around the workflows, compliance requirements and operational realities of UK IFA firms.
Security-first
Data protection isn't an afterthought. Row-level security, encrypted storage, transient AI processing, PII masking and an immutable audit trail are built into the foundation.
AI that assists, not replaces
Our AI extracts and suggests. Your team reviews and decides. Confidence scores ensure transparency, and every field can be overridden before compliance sign-off.
Currently in pilot
AdvisorDraft is live with a UK IFA pilot programme and onboarding new firms. We'd love to talk to you.
Talk to us