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Blog archive — page 2
Templi product update: July week 3
This week's Templi release improves document chat, Word previews, table layouts, and export reliability for advice teams reviewing reports.
How Templi integrations connect your advice workflow
Integrations matter because advice work already lives across client records, documents, templates, emails, and review steps. Templi connects that work without asking firms to rebuild their process.
How Templi supports advice workflows from meeting to report
See how Templi supports the work between client conversations, helping advice teams turn client context into reviewable, firm-standard outputs inside the way they already work.
