# A New Client-Centred Experience

Josh Ratnarajah · 2025-09-22T02:12:00.000Z

![Paradino - A New Client-Centred Experience](https://cdn.sanity.io/images/f58ax8th/production/605ee7ec905a207e7df09f39240c71e6cde44402-1050x600.jpg?w=2000&auto=format)

We’re excited to share major updates that make Paradino more client-focused, powerful, and accurate than ever. Paradino now puts your clients front and centre, with your **client list embedded directly into the new sidebar** for easy access.



[Watch the video on this page](https://paradino.ai/blog/a-new-client-centred-experience)

## **Re-Imagined Insights as a Client Workspace**

Insights has been completely re-designed as a **dedicated client workspace**. Here you’ll find **Athena**, ready to:

- Answer questions
- Perform research
- Handle compliance checks

Athena now has access to all your client’s **file notes, strategies, and advice documents**, plus both **client and practice knowledge bases** that you create.

- **Starter Plan**: Upload up to **2 files** per practice and client knowledge base.
- **Pro Plan**: Enjoy **unlimited knowledge base uploads**

## **New Client Insights Report**

Easily **generate a detailed client insights report** to prep for a review meeting or uncover opportunities and risks. Reports are automatically saved into your client workspace for quick reference.

## **Enhanced Athena for Pro Users**

Athena is now more powerful than ever with:

- **Voice input** support
- Ability to upload **short audio and video clips and most document formats**

These improvements make Athena your most versatile and helpful assistant yet.

## **Streamlined Strategy Assist**

The knowledge bases also power **Strategy Assist** to deliver faster and more accurate advice documents:

- Create advice requests and RoAs faster, without having to upload client documents every time
- Ensure content is personalised to your practice, and compliant to your licensee requirements

## **Seamless Copy & Paste**

Athena’s answers can now be **copied directly into Outlook or Word** with all formatting perfectly retained — including **headings, bullet points, and tables**.

✨ With these updates, Paradino delivers a more client-focused, knowledge-powered, and efficient workflow than ever before.