Take the busywork off your plate
Weave gets to know you and your firm, then removes the drudgery so you can focus on the work that matters. Review and approve actions from Weave before they happen, with a clear audit trail, keeping you in control.
Glimzer
Outlook
SharePointUpdate client records after a meeting.
Keep CRM updates from becoming another evening job. Ask Weave to prepare the changes after a meeting, then approve them so your team can work from an up-to-date record.
Draft suitability reports in your own templates.
Weave helps draft reports in your firm’s templates and preferred style. You or your paraplanner review the facts and advice rationale before issuing them. Your firm remains responsible for the advice.
Provider forms and cashflow setup.
Use Weave to help fill provider application forms and set up cashflow models in supported systems, so you spend less time rekeying client details.
Works across your existing tech stack, with the option to switch CRM later.
Keep the systems your firm relies on, including those your network requires. Weave works across supported systems through a browser extension, with no CRM migration needed to get started. We’ll confirm your workflows, compatibility and permissions during the demo and onboarding.
Talk through your firm’s systemsHow an approved task gets done.
1. Give an instruction
Tell Weave what to do and how. It can also suggest a next action.
2. Review and approve
Check the proposed action and approve it when you’re ready.
3. Weave carries it out
Weave uses browser control to carry out the approved action.
4. Check the audit trail
Your team can see what happened and review the result.
Tell Weave how your firm works.
Set instructions for your templates, writing style and ways of working. We’ll work through these with you during onboarding.
Join the Weave design partnership.
Get three months of access and a direct say in what we build next.
- Full access to available functionality
- Use the available Weave workflows supported by your systems.
- Help shape the product
- Your feedback is prioritised. During the partnership, changes that fit Weave’s product vision are included, with no extra invoices or fees.
- Monthly AI credits included
- We expect the credits to be more than enough for normal day-to-day usage. The allowance is still being finalised; we’ll confirm it before you start.
- A weekly feedback call
- Discuss what’s working, any issues and what you’d like to improve.
- Leave at any time
- If you’re dissatisfied, we’ll refund what you paid during the partnership.
Frequently asked questions
Do we have to change our CRM?
You can keep your CRM. We’ll confirm which workflows Weave can carry out in your systems, and the permissions needed, during the demo and onboarding.
What can Weave do, and who approves the work?
Weave helps with CRM updates, suitability drafts, provider forms and cashflow setup. You approve actions before they happen, with an audit trail. Your firm reviews the work and remains responsible for its advice and reports.
What is included in the £129 per seat?
£129 per month per seat includes available Weave functionality, weekly feedback calls and monthly AI credits for the three-month partnership. We expect the credits to be more than enough for normal day-to-day usage; we’ll confirm the allowance before you start.
When can we start?
We’re recruiting ahead of product access. We’ll agree your start date during onboarding.
What if the partnership isn’t working for us?
You can leave at any time. If you’re dissatisfied, we’ll refund what you paid during the partnership.
What happens after the three months?
We’ll discuss your options and pricing for continuing before the partnership ends.
How do we review security and data handling?
We’ll discuss your firm’s requirements and any network restrictions in the demo, then agree what each workflow can access. Our security and privacy pages are linked below.