Agency Annual

Tune the
draft voice.

Don't settle for generic AI language. Persona Tuning lets your team guide vocabulary, positioning, and review preferences so draft outputs better reflect your firm's style.

Persona tuning preview
Generic AI output

The Generic AI Trap

  • Overly generic phrases that do not match your firm's style.
  • Repeating the same prompt adjustments every time the team drafts a document.
  • Draft outputs that do not reflect your firm's usual vocabulary or positioning.
Persona tuning workflow

A Guided Drafting Workflow

  • Helps draft outputs better align with your firm's preferred tone.
  • Adds firm-specific guidance to the drafting workflow.
  • Improves consistency, while still requiring human review.

A More Controlled Drafting Workflow

A more controlled way to shape draft tone without pretending the output can skip human review.

Firm language input
PHASE 01 // CONTEXT SETUP

Add your preferred language

Add representative guidance from your firm's preferred deal language, positioning patterns, and review notes so future drafts start closer to your house style.

PHASE 02 // PROMPT CONTROLS

Reduce variability

AIVI applies structured prompt controls and firm context to improve consistency across drafts. This guidance helps reduce variability, but outputs can still contain errors and require advisor review.

Prompt control workflow
Draft output shaped by persona settings
PHASE 03 // REVIEWABLE OUTPUT

Start closer to your house style

Draft rationale starts closer to your preferred communication style, making it easier for the team to edit, refine, and approve final deliverables.

Hardcode Your Expertise

Custom Persona Tuning is available with the Agency Annual plan for teams that want more control over draft tone and internal review guidance.

Advisor review remains required before external use.