1
Confirm suitability
Read the scope and safety boundaries before choosing whether to continue.
Founding pilot · England & Wales
Personal Preparation Report
Turn “I don’t know where to begin” into an organised, reviewable plan before professional advice.
A defined product—not an AI solicitor
Know what is ready, what is missing and what to ask next.
The pilot uses a structured questionnaire and human review to produce a practical preparation report. It organises information you provide; it does not decide what is fair, calculate entitlement or recommend a settlement.
1
Readiness breakdown
A preparation score by practical area, with the basis for each status made clear.
2
Priority roadmap
The most useful preparation tasks, arranged in a manageable order.
3
Information checklist
A personalised list of information and documents that appear missing or incomplete.
4
Professional meeting planner
A concise factual overview and questions to review with the appropriate professional.
5
Official-source guide
Relevant GOV.UK, HMCTS and other official information, clearly separated from personalised advice.
Transparent scope
What the pilot will—and will not—do.
| Included | Preparation scoring, missing-information prompts, a document checklist, factual chronology structure, question planning and official-source links. |
|---|---|
| Not included | Legal advice, asset valuation, tax or pension advice, Form E completion, settlement calculations, drafting court documents, predictions or representation. |
| Information collected | Structured answers needed to prepare the report. The pilot will use data minimisation and will not request account passwords or unnecessary identifiers. |
| Human review | A person checks the generated report for clarity, obvious inconsistencies and compliance with the product boundaries before delivery. |
| Delivery target | The delivery time will be stated before payment and will begin only when the required questionnaire is complete. |
| Appropriate use | Preparation for an informed conversation with a solicitor, mediator, financial adviser, pension specialist or other qualified professional. |
Pilot journey
Four calm, controlled steps.
2
Complete the questionnaire
Provide structured information without emailing sensitive documents.
3
Human quality check
The draft is reviewed for clarity and kept inside the preparation-only boundary.
4
Receive and review
Use the report as an organisational aid and verify important decisions with a qualified professional.