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Statement of Advice Template
For financial planners

Record of Advice Template
For financial planners

Ongoing Service Agreement Template
For professional services

NDA Agreement Template
Suitable for a range of industries

Letter of Advice Template
For legal services

Small Business Annual Report
For accountants

Accounting File Note Template
For accountants

Appointment of Director Minute Template
For accountants

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ERADICATING MANUAL WORK FROM PROFESSIONAL SERVICES.

Introducing the connected taskspace. A new kind of software powering a different
way of working for professional services firms. Automate workflows, document
creation and reporting to build a more profitable business.

Book a demo
Watch demo video



> Let's face it...
> your practice has been held back for too long by outdated technology.

Henry Ford once said that if he'd asked the people what they wanted, they would
have said "a faster horse." Well we promise that if you book a demo with us, we
won't show you a faster horse. . . or any other horse for that matter.

What we will show you is a new kind of software that revolutionises how you run
your practice and the experience you provide to clients.

A connected taskspace automates your workflows, streamlines your document
creation and reporting. Everything is digital, everything connects.


Reduce document creation times by 80%
Increase efficiency & team engagement
Reduce errors and manage compliance.
Create a more profitable practice.
Collaborate easily with internal and remote staff.
Create better client experiences.



NOD IS YOUR NEW BEST FRIEND; A BACK OF HOUSE BUTLER WITH A PHD IN ERADICATING
MANUAL WORK. 

Nod takes mundane and repetitive manual tasks off your to-do list.

Reduce your document creation time by up to 80%.
Automate workflows to reduce the communication overhead and amount of meetings
you're having.
Eliminate embarrassing errors, delays, compliance problems & high administration
costs


LOOKING FOR QUICK & EASY DOCUMENT TEMPLATES?

You're in luck. With Nod your can create documents in minutes, not hours - using
our pre-made document templates. Find the Small Business Annual Report, File
Note or Non-Disclosure Agreement template you need in the growing selection of
document templates available from the template gallery.

See template gallery



INDUSTRIES

FOR FINANCIAL PLANNERS

Automate Statements of Advice and build better workflows for collaborating with
outsourced paraplanners. Create automated compliance reports and transform your
client experience.

‍

‍

+ learn more

FOR LEGAL SERVICES

Transform internal legal teams from document producers to strategic knowledge
managers with self-serve workflows for the rest of the organisation. For law
firms, create high margin legal services.

‍

‍

+ learn more

FOR PROFESSIONAL SERVICES

Any professional services business that wants to increase the efficiency of
their practice can benefit from a connected taskspace. Automate workflows and
streamline document production.

‍

‍

+ learn more


NOD RULES

But don’t take our word for it... See for yourself.


The team at Nod have been sensational in on-boarding our business to the Nod
platform. Nothing has been too much trouble. We are excited to have partnered
with a progressive company that is dedicated to streamlining the advice process!
Brad Blain
Belfast Wealth Management
Nod has made our paraplanner's lives easier, it's made our delivery quicker and
its helping us to deliver a consistent message to our clients.
Cameron Teague
Cameron Teague Wealth






FIND OUT HOW NOD CAN TRANSFORM
YOUR PRACTICE


Get started on our Free plan or upgrade for more value.
Book a demo


DIGITAL TRANSFORMATION IS MORE ABOUT PEOPLE THAN IT IS TECHNOLOGY.




TEMPLATES & DOCUMENT AUTOMATION + COMPLIANCE IMPACT GROWTH
MARKETING AUTOMATION




NOD MAKES YOUR IMPACT MEASURABLE. ACCESS IMPACT DATA THAT GIVES YOUR
PROFESSIONAL SERVICE A PULSE.


HELPING YOU TO HELP OTHERS.
YOU HAVE THE EXPERTISE.
NOD HELPS GROW ITS IMPACT.

Technology that puts people first


Product & Solutions

Impact Growth
Better Professional Services


The connected taskspace automating professional services firms.

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 * Record of Advice Template
 * NDA Template
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 2. FAQs
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