Getting started

Your business. A clearer starting point.

These instructions accompany the AdvisoryOS 10-day evaluation. It runs as a downloaded HTML file in your browser.

1. Save your copy

Download the Pilot HTML to a permanent folder on your computer. Keep the file in this folder so you can find it again. Open the saved file in your browser. Start on a laptop or desktop; broader device compatibility is still being verified.

2. Protect your workspace

For a genuinely new workspace, create and confirm a strong passphrase using the on-screen instructions. Store it safely. Do not select an empty workspace if you intend to restore existing work. Do not send your passphrase to support.

3. Make it yours

Enter your business details and field of work. Add one client, one planned engagement and one action. In Visibility Intelligence, set your field to tailor topic searches and suggestions. Research links open external search results; no paid research connection is required.

4. Make your first backup

Use the application's backup/export control. Save the exported backup outside the browser and keep a second copy separately. The HTML file contains the software; it is not a copy of the records and documents you add.

5. Move to another computer

Copy the HTML and the exported backup. Open the HTML on the second computer, choose the restore/moving-copy option offered on the protection screen, select your backup and follow its passphrase instructions. Check clients, calendar totals and Knowledge Vault documents, close and reopen, then make another backup. Computers do not automatically synchronise; choose one main working copy.

6. Install updates carefully

Export a fresh backup first. Keep your previous HTML and matching backup. Download the new release and follow its instructions. Confirm records and stored documents before continuing work. Avoid private browsing and do not clear browser storage without a verified backup.

7. Understand the evaluation

The evaluation is configured for 10 days from original first activation. Updating an already-activated Pilot does not restart that period. The expiry and read-only behaviour still need final release testing. Paid activation is in development; this preview does not accept payment or automatically subscribe you.

Need help?

Email support for setup, everyday use and technical issues, included while your subscription is active. Support hours: Monday to Friday, 9am to 5pm UK time, excluding UK bank holidays. We aim to respond within one working day. This is a target for a first response, not a guaranteed resolution time. The support address will be provided before customer launch. Include the version, browser, what you expected and what happened. Redact private information from screenshots and never email a passphrase.