Focus on relationships,not paperwork.

The traditional intake process takes time away from what matters most: your client relationships.
Supercharge your Laylah CRM with AdvisorFlow’s seamless digital intake.

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See how AdvisorFlow and Laylah collectively solve problems like these:

Endless Email Chains
Chasing down client documents and sensitive information through unsecure, back-and-forth emails.

The Solution:
Collect everything in one place securely. A single portal replaces messy email threads.

Frustrating PDFs
Forcing clients to deal with clunky, fillable PDFs that are hard to use on mobile devices.

The Solution:
Flexible digital forms. Convert your existing, frustrating PDFs into seamless, mobile-friendly digital experiences.

Manual Data Entry
Wasting hours manually following up and re-typing client data into your CRM.

The Solution:
Zero manual data entry. Form data flows automatically from AdvisorFlow directly into Laylah.

Book a Personalized Demo ➔

How It Works

Seamless integration means you collect data once, and Laylah gets everything automatically.
No re-typing, no double-handling.

forms and templates ready for advisors to use

1. Client Intake

AdvisorFlow captures your data securely and efficiently.
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AdvisorFlow replaces messy email chains with a unified, professional secure client portal. You can utilize flexible digital forms, such as introductory questionnaires, CIRO risk forms, and financial planning modules, or easily convert your existing, frustrating PDFs into a seamless, mobile-friendly digital experience for your clients.

2. Auto-Sync

Zero manual data entry. Data and documents flow instantly.

Eliminate double-handling entirely. Form data and collected documents flow automatically and instantly from AdvisorFlow directly into the client's Laylah CRM file. This ensures that whatever the client enters is exactly what you get, consolidating carrier and dealer data into one record without any manual re-typing.

3. Relationship Hub

Laylah turns raw data into a structured, trackable client service.
Zero manual data entry. Data and documents flow instantly.

With raw data instantly transformed into a structured format, you enjoy cleaner, more accurate client records from day one. Laylah handles your calendaring, follow-ups, and Kanban workflows, while empowering you to track communications and log deep client insights like segmentation and personal preferences.