Rooted Planning Group operates at a level of complexity that would overwhelm standard CRM systems. Handling both tax preparation and intensive financial planning, Amy Irvine faced the challenge of tracking hundreds of moving parts—from tax document statuses to tiered meeting preparations—across a growing team. Before Quivr, the firm relied on disparate tools like Monday.com and Google Sheets, but lacked the "hub" necessary to report on firm-wide productivity and prevent the advisor's email from becoming a bottleneck.
"Responding to clients is important, but the time suck is the sorting and looking to see what's important. My goal is to log into Quivr and stay out of email as much as physically possible."The Solution
Amy implemented a highly customized Quivr environment built on "What-If" logic and automated workflows. She replaced simple tasks with multi-step workflows for recurring events like distributions and meeting prep. Now, instead of a manual checklist, the system asks the advisor what needs to be done three weeks before a meeting. Based on those "What-If" selections, Quivr automatically triggers and distributes specialized tasks (like tax projections or account summaries) to the correct team members, ensuring everything is ready for the Monday huddle.
The OutcomeThe firm has consolidated its entire operation into a single hub, enabling Amy to step back from the administrative "noise." By committing to a 20-minute end-of-day "cleanup" and utilizing firm-wide productivity reports, Amy can monitor the firm's pulse without diving into every individual task. This systemization has not only revolutionized their 2026 tax filing season but has also enabled the advisory team to focus entirely on planning, knowing that "future self" favors have already been handled by the system.
"When people ask what's a system you would never get rid of? This is at the top of our list. It’s been a journey consolidating our business into this hub."
Amy Irvine
CFP®, EA, MPAS®, CCFC, CDFA®, CFT™