Skip to main content
We’ve put together guides and resources to help you get the most out of AdviserAide. Start by exploring the sections below, or check out our Getting Started and How to Guides. Have a question? Use our AI assistant in the bottom right corner to get instant answers, or reach out to us at support@adviseraide.com.

Getting Started

New to AdviserAide? Start here to learn the basics.

Client Management

Discover best practices for managing client information in AdviserAide.

Case Management

Learn how to create and manage cases, track application statuses, and monitor important deadlines.

Employer Management

Discover best practices for managing employer information in AdviserAide.

Contracts & Agreements

Learn how to create client agreements and send them for digital signatures.

Forms & PDF Digitization

Create fillable PDF forms and collect client responses.

Invoices

Create and send invoices to your clients.

Advance Payments

Manage proforma invoices and advance payments.

Users & Staff

Manage team members and permissions.

Custom Fields

Add your own custom fields to clients, cases, and employers.

How to Guides

Find step-by-step guides and helpful resources.