360 Thinking for Paraplanners | Case tracking, funnels and automation for UK advice back offices
OFFICIAL UK PLATFORMThe #1 all-in-one CRM built exclusively for UK financial services professionals
360 Thinking for paraplanners and admin teams

One desk forevery casein flight.

Start from the paraplanner templates in Studio 360, then put every adviser's cases on one pipeline, chase missing documents and letters of authority automatically, and stop answering status calls.

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15 paraplanner funnel designs in Studio 360You set it up your wayNo contracts, cancel anytime
Live pipelineExample setup
Received
Chasing
Research
Report
Checking
Signed off

Automation running

Authority by Funnel™ · Studio 360

Start with a paraplanner funnel

Studio 360 comes with your 360 Thinking account and includes 15 ready-made paraplanner funnel designs: 3 template types with 5 designs each. Pick one, add your logo, colours and wording, and go live with a calculator, free guides, booking and enquiry forms, with every lead landing in your pipeline. Then create the rest of your system around it.

Full Support Service5 designs
Specialist Support5 designs
Dedicated Team5 designs
Start your free trial
1
Landing pageA template for paraplanners & admin, in your branding
2
Calculator or free guideGives visitors a reason to leave their details
3
Book a callYour calendar, with automatic reminders

New enquiry lands in your pipeline, and your follow-ups start

Works forIn-house paraplannersOutsourced paraplanning firmsAdministration teamsNetwork support teams
Sound familiar?

The admin that holds paraplanners and financial admin teams back

Four everyday problems, and what 360 Thinking does about each one.

01

Chasing documents one email at a time

LOAs, statements and provider data chased by hand across dozens of cases.

With 360 ThinkingCreate automatic requests for missing items, with reminders until each one arrives.
02

Status calls interrupting report writing

Advisers and clients ring to ask where a case is.

With 360 ThinkingCreate a pipeline view for advisers and a portal view for clients.
03

Cases spread across inboxes

Each adviser tracks cases differently, so nothing is in one place.

With 360 ThinkingCreate one shared pipeline with every case, its stage and what it is waiting for.
04

Hand-offs that get lost

Cases stall between research, report and checking.

With 360 ThinkingCreate stage changes that assign the next task to the right person.
The client journey

Map your journey, then automate it

An example setup for paraplanners & admin. Every step, message and timing is yours to change.

  1. 1

    Case received

    WhenAn adviser submits a case
    Create
    • A case record and checklist
    • A task for the paraplanner
    Client seesA clear next step
  2. 2

    Data gathering

    WhenInformation is missing
    Create
    • LOAs sent for e-sign
    • Client chasers and provider request reminders
    Client seesNo more chasing by hand
  3. 3

    Research & report

    WhenAll data is in
    Create
    • A move to research
    • A due date for the report
    Client seesSteady progress
  4. 4

    Checking

    WhenThe report is drafted
    Create
    • A compliance check task
    • A record of comments and changes
    Client seesA tidy audit trail
  5. 5

    Signed off

    WhenThe report is approved
    Create
    • A note to the adviser
    • A meeting booking for the client
    Client seesA meeting, booked for them
What your clients see

Updates they read. A portal they use.

Clients get short, clear messages at each stage and a secure portal for documents and progress. These are examples: you set the words, in your voice.

Your firmSMS · automated
Client portal · examplePension transfer · Case 2381
Received
Chasing
Research
Report
Checking
Signed off
Documents
  • Signed letter of authorityReceived
  • Pension statementsReceived
  • Provider plan dataUpload
  • Updated fact findUpload
  • Risk questionnaireUpload

2 of 5 received · reminders on

Forms and emails

Create forms and emails like these

Examples you could create in minutes with the form builder and email builder. Your questions, your words, your branding.

Form builder · exampleNew case submission
Send my answers

Answers save straight to the client record

Email builder · exampleYour report is ready

Your report is ready

Hi Mrs Shah, your report is ready to go through with your adviser.

Choose a time that suits you using the link below.

View in your portal

Sent automatically when the case moves stage

What's included

Everything you'll use, in one login

All included with your 360 Thinking account.

Shared case pipeline

Create one board for every adviser's cases, with stages and owners.

Automatic chasers

Create automatic chasers for LOAs, statements and missing information.

E-sign

Create letters of authority and declarations for clients to sign.

Client portal

Create a client portal for documents and case progress.

Task hand-offs

Create task hand-offs that assign the next step to the right person.

Workload view

Create workload views that show who has what.

Ideas to get you started

What you can create

A few of the things paraplanners & admin create first with 360 Thinking.

01

Createa case submission form for advisers

02

Createan LOA e-sign request

03

Createa missing-documents checklist

04

Createprovider request reminders

05

Createresearch and report stages

06

Createa compliance check task

07

Createa report-ready booking link

08

Createa workload dashboard

Plus everything else

All 29 tools, in every account

Win new clients

  • Funnels & landing pages
  • Websites
  • Blogs
  • Forms & surveys
  • Quizzes
  • Email marketing
  • SMS marketing
  • Social planner
  • Ads manager
  • Trigger links & QR codes
  • Affiliate & referral manager

Convert & book

  • Calendars & booking
  • One inbox
  • Website chat
  • Phone system
  • Missed-call text back
  • AI assistant

Run every client

  • CRM & contacts
  • Pipelines
  • Workflows & automations
  • Client portal
  • Courses & memberships
  • Communities
  • Documents & e-sign

Get paid & grow

  • Invoices & payments
  • Reviews
  • Reporting
  • Team accounts
  • Mobile app
See everything included
Create workflows

Create workflows that run for you

Three workflows you can build for paraplanners & admin. Use them as they are, or change any step.

Create a workflow
WhenNew case submitted
  • Create the checklist
  • Send LOAs for e-sign
  • Assign a paraplanner
Create a workflow
WhenItem still missing after 5 days
  • Remind the client by SMS
  • Email the adviser
  • Flag the case on the board
Create a workflow
WhenReport signed off
  • Notify the adviser
  • Send the client a booking link
  • Move the case to "Meeting"
Before and after

The difference in a typical week

Without 360 Thinking

  • LOAs printed, posted and chased
  • Status calls breaking concentration
  • Cases tracked in separate inboxes
  • Hand-offs lost between stages

With 360 Thinking

  • LOAs signed online in minutes
  • Status visible to advisers and clients
  • One pipeline for every adviser
  • Next tasks assigned automatically
14+admin hours saved each week*
£315+average monthly software saving*
60sautomated follow-up time
9tools replaced by one login

*360 Thinking's published averages across UK firms. Your results will depend on your firm and how you use it.

Records and data

A clear record of every touchpoint

Built for regulated UK firms, with data hosted to UK GDPR standards.

  • Every chase, upload, signature and check is timestamped on the case record.
  • Client documents arrive through a secure portal rather than email attachments.
  • Keep your research and report tools. 360 Thinking manages the case flow and communication around them.
Questions from paraplanners & admin

Frequently asked

Can it handle outsourced paraplanning for several firms?

Yes. Use separate pipelines or tags for each firm, so every adviser only sees their own cases.

Does it request data from providers automatically?

It sends LOAs to clients for e-sign and records your provider requests, with reminders on each. The provider request itself still goes through your usual route.

Can advisers submit cases straight into the pipeline?

Yes. A simple case submission form creates the case, checklist and task automatically.

Can I see who is overloaded?

Yes. The workload view shows how many cases each person has and which stage they are waiting at.

Do I set it up myself?

Yes. 360 Thinking is software you set up your way, starting from the Studio 360 templates. Our UK support team, migration blueprints and weekly group coaching calls help you get going.

Ready to run your firm the 360 way?

Start your 14-day free trial No contracts · Cancel anytime · UK data compliant
Other industries

Templates for every industry

Mortgage brokersFact find to completion, on autopilot.Financial advisers and IFAsAnnual reviews that book themselves.Solicitors and conveyancersMatters that move without the chase.Accountants and bookkeepersYear end without the paper chase.Insurance and protection advisersCover that never quietly lapses.