AI that knows
your practice.
Grounded in your trusts, documents, and accounting — not the public internet. Answers you can trust, drawn from the work you've actually done.
Every document, understood.
We analyze and draw insights from every document you upload — trust instruments, statements, correspondence, exhibits — building a knowledge base your team can search, summarize, and rely on.
Trusts at a glance.
Auto-generated summary pages synthesize provisions, beneficiaries, distribution terms, and key terms from the documents on file. Onboard a new trust in a fraction of the time.
Just ask. Get answers.
Plain-language answers grounded in your actual data. Can a beneficiary take a distribution from this trust? How do I create a fee schedule? How many high-value trusts are in the system? Answers, not search results.
Coming next: AI that does the work.
Agentic workflows that take action on your behalf — drafting distributions, overnight compliance checks, preparing reports. Always with a human in the loop. Coming soon.