This release lays the foundation for Modular Fact Finding, a clearer way to organize evidence, guides, and review across a client workspace.

We heard from many users that trying to cram all of the questions you may have for a business owner into a single fact‑finding guide created a messy workspace and didn’t reflect an advisor’s process. With this update, you’re now able to create multiple fact‑finding guides within each client’s workspace. You can break them apart based on each owner or different phases of your process.

When you open Fact Finding, you'll now see several options in the far left sidebar:

1. At the top is Review, where you're able to open up document ingestion and pull facts from each of the documents you've uploaded to this client's workspace.

2. Below that, you see Business Identity, which is a core group of questions that are relevant for any business you're working with.

3. Then, you’ll see Business Guides, which is where you can create or use fact finding guides that reflect on each phase of our process or change as the business matures over time, so everything stays organized.

4. We’ll soon be expanding this to offer Owner Guides, which allows you to create fact-finding guides specific to each owner, reflecting the personal elements of the advisory process that apply to an individual, rather than the firm as a whole.

All Changes

What's new in Fact Finding:

• Dedicated fact-finding sidebar — Browse guides, documents, and related sections from a consistent left panel within fact-finding.

• Sources page — Documents and evidence now live under a dedicated Sources area, making it easier to see what information ELLA is working from.

• Guide management — Add, organize, and manage fact-finding guides directly from the workspace.

• Review surfaces — New review flows to work through AI suggestions and factor hints before accepting them.

• Business identity — A dedicated area to capture and review owner/business identity information.

• Workspace notifications — Notification preferences are now accessible per client workspace.

• Collaborator roles — Clearer collaborator types so you can distinguish how different people participate in a workspace.

• Auditor access — Advisors can grant time-limited auditor access when external review is needed.

Transcripts & evidence:

• Upload meeting transcripts — You can now upload .vtt and .srt transcript files as source documents.

• Clearer transcript highlighting — When reviewing AI suggestions backed by a transcript, ELLA highlights the specific relevant passage so you can verify evidence faster.