Your firm’s way of doing things
Build a process guide with steps and reference material. Connect it to the task so instructions are available where the work happens.
CharteredLog / SOP training
SOP guidance for professional practices
Your best senior can’t train everyone. Your SOPs can help.
Give new joiners a place to ask “how do we do this?” Get answers from your firm’s own procedures, with the relevant steps beside the task.
A personal walkthrough, focused on your firm. No obligation.
YOUR FIRM’S PROCESS
GST Return preparation
Process guide
- Collect client records
- 2Reconcile the records
- 3Prepare the return
- 4Send for review
GST Return guideYour practice reference
SOP assistantHere to help with this task
What should I do if the records don’t match?
Your process guide says to record the difference in the reconciliation sheet and ask your reviewer before continuing.
Step 2 · Reconcile the recordsGuidance from your SOP. A senior for the exceptions.
An illustrative example of how your team can work.
A familiar problem
Another new joiner. The same questions. Another interrupted senior.
Your team’s experience is valuable. Put the repeatable parts into a process guide so new team members have somewhere to start, and seniors have more time for work that needs their judgement.
Answers with a place to check
The SOP agent uses the linked guide to answer routine questions and points team members to the relevant steps or references.
A clear route to a senior
When the guide does not cover a question, or professional judgement is needed, the agent asks the employee to seek a review.
How it works
A practical place to start.
- 01
Add your process
Write the steps and attach the reference material your team should follow.
- 02
Link it to the work
Give employees the right process guide alongside their assigned task.
- 03
Let the team ask
New joiners ask in plain language, check the source, and bring exceptions to a senior.
Let’s make it specific to your firm
Show us a process your team keeps asking about.
We’ll walk through how a new joiner can use a process guide, ask a question, and find the next step.
- See a process guide attached to a task
- Ask the SOP agent a real training question
- See how it handles questions outside the guide
What happens next?
We’ll contact you using the details you share to arrange a convenient time for your demo.
BOOK A PERSONAL DEMO
See what a better day could look like.
A few details so we can make it relevant.
Before we talk
A few useful
answers.
Have something specific in mind?
Bring it to your demo.
What is an SOP training agent?
An SOP training agent helps employees find and understand instructions in a firm’s standard operating procedures. CharteredLog’s agent answers questions using the process guide linked to a task and provides references to relevant steps or supporting material.
Can it help train new team members?
Yes. New team members can ask routine process questions alongside their work. The practice first needs to create the process guide and link it to the task. A senior still handles supervision, exceptions and professional judgement.
Does it answer from our SOPs or general internet advice?
The agent uses the process guide and references linked to the current task. It is designed to explain your firm’s documented process. When that material does not cover the question, it directs the employee to seek a review.
Do we need to document every process before starting?
No. You can start with one repeatable process that generates frequent questions, add its steps and references, and use it with the relevant tasks before expanding to more work.