Maybe I missed something, but i can't see the connection between that and the rest of your post.

You can, of course use an InputBox to solicit information that you could then feed into a Find/Replace process, but you'll need to provide more detail about where these changes should be made. I don't suppose that every instance of 'Adviser name', 'Client name' or I/we is meant to be changed, or have the same change. The I/we change is probably the hardest, as it involves testing for whether I/we is at the start of a sentence and, quite possibly, there are other words that should be changed from singular to plural accordingly.

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Cheers,
Paul Edstein
[Fmr MS MVP - Word]