01 — Source Stack
Where does newsletter content come from?
Every industry has its own source list. We monitor the regulators, trade bodies, and journals that the firm's clients already trust.
Each niche on the site has a dedicated content pipeline. For accounting firms it pulls from IRS newsroom releases, AICPA publications, the Journal of Accountancy, FASB Accounting Standards Updates, and all fifty state revenue departments. For financial advisors it pulls from SEC investor alerts, FINRA enforcement actions, CFP Board guidance, and the major financial planning trade press. For MSPs and cybersecurity firms it pulls from CISA advisories, NIST publications, vendor patch notices, and incident reporting on Krebs on Security and Dark Reading. The pattern repeats across every niche we serve.
A weekly intake job collects new items from each pipeline on Monday morning. An editor reviews the queue against three filters: relevance (does it affect the firm's clients), specificity (is the source primary, not a summary of a summary), and actionability (can a reader do something different this week because they read it). Items that survive all three filters become draft material. Items that don't are archived with a one-line note for the next cycle.
We do not source from social media commentary, AI-generated summaries of news, or aggregator sites. The closer a draft sits to the primary record, the easier it is to defend a year later.
02 — Fact-Check
How is each edition fact-checked?
A two-pass review — writer self-check, then a separate editor — before a draft leaves our system.
A writer drafts the edition with primary-source URLs cited inline in the working document. Before the draft moves out of writing, the writer runs a self-check pass: every regulator name, statute number, court ruling, dollar figure, percentage, and proper noun is confirmed against the cited source. If a number is paraphrased, the source language is included as a footnote in the working document.
A second editor — never the writer — runs the editorial review. The editor opens each cited URL, confirms the claim survives the round trip, and flags anything that has been characterized rather than reported. Unsourced claims are either cut, sourced before the draft moves on, or rewritten as commentary that the firm can choose to keep or remove. By the time the draft reaches the firm, every factual claim is traceable to a primary record.
Source URLs are stored internally with the edition record. If the firm ever asks where a claim came from — months later, in front of a regulator, in front of a client — we can answer the same day.
03 — Voice
How do you match a firm's voice?
A voice profile, two rounds of calibration, and a writer who reads it before every draft.
During onboarding we ingest eight to twelve samples of the firm's own writing — past newsletters, blog posts, LinkedIn essays, transcripts of partner videos, client memos. From those samples we extract a voice profile: average sentence length, reading level, hedging patterns (do partners say generally or do they say always), recurring framings, vocabulary preferences, whether the firm uses contractions, whether the firm uses the Oxford comma.
The profile is short — usually a single page — and the writer reads it before drafting every edition. After the first few editions the firm sends notes: “less hedged here,” “the partners would never lead with the bad news,” “cut the call-to-action — feels too marketing.” Those notes are folded into the voice profile permanently. By month two, approvals routinely take less than five minutes because the calibration is tight.
The point of the voice profile is not to mimic the firm in the abstract. It is to make sure the partners can read the draft and recognize themselves on the page. When that condition is met, the question of whether the newsletter is outsourced stops being interesting.
04 — Compliance
How do you handle regulated industries?
A regulated-industry checklist before delivery, then the firm's own compliance review before send.
For financial advisors, insurance agencies, accounting firms, and law firms, every edition runs through a regulated-industry checklist before it leaves editorial. For RIAs we screen against SEC marketing-rule pitfalls: no performance figures without proper context, no testimonials without disclosures, no statements that imply guaranteed returns. For insurance agencies we screen state-specific benefit illustration language. For law firms we screen anything that could be read as legal advice or that could imply an attorney–client relationship with a reader. For accounting firms we flag forward-looking tax statements that depend on legislation still pending.
The checklist is a floor, not a ceiling. The firm's own compliance review — the CCO at an RIA, the principal at an insurance agency, the managing partner at a law firm — is the authoritative review and we route every draft to that reviewer before send. Most firms approve in under fifteen minutes because the checklist has already removed the obvious problems.
We do not publish in the firm's name without the firm's explicit approval on each edition. There is no auto-send, no “you didn't reply so we sent it.” The firm's name is on the work, so the firm holds the final yes.
05 — Standards
What editorial standards do we hold every edition to?
Six commitments that govern what we will and will not ship.
- Primary sources only. Every regulatory claim cites a primary document. We do not cite a tweet about a ruling — we cite the ruling.
- No AI-generated copy as final draft. Drafting is human, reviewed by a human, and signed off by the firm. We use AI for transcript cleanup, source clustering, and outline scaffolding — never for the final paragraphs that the firm will publish under its own name.
- No undisclosed sponsorship. If a vendor pays to be mentioned in a client newsletter, the edition discloses it visibly. We do not accept payment from third parties to influence what appears in a client edition.
- No invented quotes. Quotes attributed to a partner are drawn from real source material — interview notes, prior writing, podcast transcripts — and confirmed with the firm before publication.
- No client list as a marketing asset. Subscriber data lives in the firm's ESP, not ours. We do not retain copies of subscriber email addresses on our systems and we do not market to a firm's list.
- No edition we wouldn't send to our own clients. If a draft feels like filler, it doesn't ship — even if the editorial calendar says it's this Wednesday's slot.
06 — Turnaround
What is the turnaround SLA?
Predictable delivery the firm can plan its week around.
Drafts arrive every Wednesday morning by 9am in the firm's local time. If the firm sends notes the same day, the revised edition is back in the firm's inbox by end of day Thursday — a 24-hour standard revision cycle. If breaking news hits Tuesday afternoon (the IRS issues new guidance, CISA publishes a critical advisory, a court ruling lands), we cut a same-day update or a hot take that ships within four business hours.
Onboarding from signed brief to first draft is seven days for most niches. Two of those days are the voice-profile work; the remaining five align the firm with the editorial calendar so the first edition lands on the firm's normal send day rather than whenever onboarding finishes.
07 — Corrections
What is the correction policy?
We correct visibly, quickly, and in the same channel as the original error.
If an edition contains a factual error, the next edition includes a clearly labeled Correction block at the top: the original claim, the correct claim, and a link to the primary source. We do not silently update the archive copy without acknowledging the change.
For material errors that could affect a client's legal, tax, financial, or regulatory position, we send a same-day correction email to the segment that received the original edition. The firm reviews and approves the correction language before send, the same way it approves a regular edition.
If a reader emails the firm to dispute a claim, the firm forwards the email to us and we draft a response within one business day — either a defense citing the source, or a correction. The firm decides which goes out.
See the editorial process applied to your firm.
Request a free sample edition. We'll source it, fact-check it, voice-match it, and run it through the same review you just read about — then deliver it within 48 hours. No card. No commitment.