COMPLIANT PARAPLANNING SERVICES
Adviser Portal Quick Tour
6 November 2026 — production Test Firm A; synthetic data only.
Edited screen captures from the actual journey. AI narration: British Emma.

00:00:00.000  Your portal
This quick tour uses our synthetic Test Firm A. Check your name and firm after sign-in. Case tracker shows your cases; Submit a new case starts a new submission.

00:00:10.375  Save and submit
Use your own client reference and explain the work you need. Save a draft to return later, or continue to documents. Check stored files and the review before submitting once. Keep the receipt. Use Drafts in Case tracker to continue or delete only your own unsent case draft after confirmation.

00:00:28.225  Follow the existing case
Follow the next action on the existing case. Additional documents let you upload, review and send extra files without making a new case. If uploads are closed, contact us. If a result is uncertain, check the original result first.

00:00:42.575  Review the exact version
Preview or download the released files and review the exact version. Save comments for later, choose Review and send comments, or choose I’m happy with this version. Check before sending. Keep the Review recorded reference. It confirms your response, not implementation or payment.

00:00:59.375  Get help
Account and help shows Steven’s email address and phone number. Include your case or error reference when asking for help. Guides contains the longer walkthrough and reference documents. Sign out when finished.