Growing Practice
Fox & Hare
How Fox & Hare eliminated hours of file notes, improved accuracy, and enabled advisers to focus on what matters most—their clients.
Key results in September 2025
- time Saved
- 27 hours/week
- capacity
- 5 advisers
- cost Savings
- $29,600/month
The challenge
Scaling their process
Fox & Hare is a fast growing financial advice practice focused on serving professionals aged 25 to 45—a demographic in rapid transition, from moving overseas to starting families, investing in property, or launching businesses.
Despite strong client acquisition, their back-end processes were holding them back. Advisers were spending 30 to 60 minutes on file notes after each meeting, often at the end of the day when details were already fading.
With a high volume of meetings a week, this meant 9–10 hours of file notes alone. This drained adviser energy, created inaccuracies in the advice process, and meant associates struggled to build strategies based on incomplete notes.
The solution
AI-powered automation
Fox & Hare needed a solution that could eliminate the manual burden of file notes while improving accuracy and freeing up adviser time for higher-value client engagement.
They looked at a number of tools in the market, and ultimately chose Paradino's AI-powered platform due to it's intuitive user experience and extremely high accuracy, providing associates with complete, accurate meeting records.
As Courtenay from Fox & Hare explained: "Advisers hate doing file notes. With Paradino, they don't miss anything. The strategy notes are far more accurate, and the whole process feels easier."
The results
Measurable impact
Reduced file note time from 30-60 minutes to 5 minutes or less per meeting
Saved approximately $6,000 per adviser per month in time savings
Enabled advisers to conduct more client meetings within normal work hours
Dramatically improved accuracy of strategy notes for associates
Eliminated the stress of incomplete or inaccurate meeting records
“Twelve months ago, advisers were really drowning. Now, everything feels easier. They're able to do their jobs and get through the week in normal hours. Advisers hate doing file notes—with Paradino, they don't miss anything, and the strategy notes are far more accurate.”
Courtenay Walker
Head of Advice, Fox & Hare
Ready to achieve similar results?
Join Fox & Hare and other leading advice practices who are using Paradino to transform their business.