Connect your back-office system Install the Templi Adviser desktop app Import your clients Import your templates Find your way around Templi

Ask Templi Search, filter and select in lists Desk, your home page Needs you Search Templi Chats

Client memory Client hub Clients Client activity Fact find Client chats Client meetings Client documents Client forms See a client's plans Client files

Generate a report Review a report One-off documents Client groups Library

How Templi learns your firm's way of working Add a knowledge note

Intelliflo Office Iress Xplan Plannr Google Calendar Outlook Calendar Gmail Outlook Mail Google Drive Microsoft OneDrive Microsoft SharePoint Connectors

Calendar settings Two-factor authentication Account settings Usage Billing Team Imports

Knowledge

Teach Templi how your firm works

How Templi learns your firm's way of working

Add a knowledge note