Legal · AI Consulting & Automation · Software Consulting & Engineering
Transforming Complex Trust Data into Instant Digital Intelligence
A major global law firm commissioned a B2B AI platform that reads both trust deeds and graphical family trees, automatically reconstructing the relationships between settlors and beneficiaries and answering natural-language questions with cited sources.
Automated
Interpretation of family trees and fund structures
New revenue
New proprietary AI product sold to professional clients
Differentiated
Multi-modal legal data processing in the UK trust market
Starting situation
Trust administration means working through high volumes of complex, unstructured data, and the challenge went beyond text. The firm needed to handle non-textual, graphical documents, specifically family trees, that are critical to understanding a fund's structure. Manually mapping relationships between settlors and beneficiaries from those diagrams was slow and prone to oversight. The platform had to process both text and graphics accurately enough to reflect the hierarchy and legal relationships inherent in each trust.
What we advised
Rather than a document search tool, we advised building a multi-modal intelligence hub the firm could sell as a service to its own professional clients, positioning it in the emerging UK AI legal-tech niche instead of relying only on traditional advisory revenue.
What we built or changed
We developed a secure, web-based self-service platform for the firm's B2B clients. It analyzes standard trust deeds and complex graphical family trees, extracting data from visual structures to reconstruct settlor and beneficiary relationships automatically. Users query their trust data in natural language and receive instant, cited insights drawn from both text and visual sources.
Architecture, data and integration
C# and .NET backend, Angular frontend, Azure AI with OpenAI and Gemini models for multi-modal analysis, and Azure DevOps for delivery infrastructure.
Engagement and commercial model
End-to-end product build for a firm entering the legal technology market with a proprietary commercial product.
The #riteway in action
Answers are cited back to the source document, so trust professionals can verify every insight against the deed or diagram it came from.
Delivery timeline
Delivered as a proprietary B2B platform now sold to the firm's professional client base.
Handover and ongoing operation
The firm now operates a high-value AI tool as a commercial service, positioned as one of the few UK providers able to process both text and graphical legal data.
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