Company Context and Global Instructions

Company context is information that applies across all clients and all advisers in your firm. It includes anything that should be consistent regardless of who the client is or which adviser is generating the document. Think of it as the shared knowledge base that every adviser in your practice draws from.

Company context affects every document and summary generated across your firm. When Marloo generates a document, it checks the company context files you have selected and uses them alongside client-specific information.

Company context is managed in two places within Settings > Company Settings:

Uploading your firm's standard wordings, disclaimers, fee schedules, and compliance language is one of the most impactful things you can do. Every generated document will reference these, ensuring consistency across all advisers.

Here are examples of what to include:

There are three steps to getting the most from company context.

Go to Settings > Company Settings > Files and upload your standard wordings, fee schedules, and compliance documents. You can also drag and drop files directly into the document generation flow, and they will be stored in company context automatically. Name each file clearly so it is easy to identify later (for example, "Standard Insurance Recommendation Wordings" rather than "Document v3 final").

Keep each file focused on a single topic. A file covering fee schedules should contain only fee schedules, not a mix of fees and compliance language. Remove outdated files when they are replaced.

When building or editing a document template, reference your company context files by name in the template instructions. For example, you might write: "Use the wordings from 'Standard Insurance Recommendation Wordings' for the insurance strategy section."

This tells Marloo exactly where to look, rather than leaving it to search across all uploaded files.

When you generate a document, you will see a Company tab in the generation panel. Select the company context files that are relevant to this particular document. Only selected files are used during generation.

Global instructions are text directives that apply to every document and summary generated across your firm. Unlike uploaded files (which are documents stored in company context), global instructions are short, written rules entered directly into a text box.

Go to Settings > Company Settings > Global Instructions to add or edit them.

Use global instructions for brief, universal rules such as:

Keep global instructions concise. If you need to provide detailed wordings or lengthy reference material, upload those as company files instead.

Yes. Global instructions are firm-wide and apply to every document and summary generated by any adviser on your team. Any changes you make will take effect for all users immediately.

Use template-level instructions for document-specific guidance. For example, if your SOA needs different language from your annual review letter, put that specific guidance in each template's instructions. Use global instructions for firm-wide standards that should apply to everything, regardless of document type.

Check two things. First, confirm the relevant company context files are selected in the Company tab when generating the document. Second, check that your template instructions reference the file by name so Marloo knows where to look.

Add a specific instruction in your template that tells Marloo to use the exact wordings from your uploaded file. For example: "Use the wordings from 'Standard Super Consolidation Wordings' verbatim for the strategy recommendation section."

Keep files focused on a single topic and remove outdated versions when you upload replacements. If you have files that are no longer relevant, delete them to reduce clutter and avoid confusion during document generation.