Louverdi provides an AI‑driven platform that centralizes client documents for family law and wealth management professionals and automatically extracts key data such as dates, amounts, and parties. The system delivers searchable metadata, AI‑generated draft documents, and decision‑support calculations, allowing users to focus on strategy rather than manual document review.
Funding
Funding not disclosed
Founders
Product
Problem
Family law and wealth management practitioners often handle large volumes of disparate client documents, making it difficult to locate critical information quickly and maintain consistent case strategy. Manual review and data entry are time‑consuming, leading to inefficiencies and increased risk of errors.
Solution
Louverdi offers an AI‑driven platform that centralizes all client data in a single repository and automatically extracts key information from legal and financial documents. The system generates structured insights, draft documents, and decision‑support calculations, reducing the need for manual review. By providing searchable, organized data and actionable recommendations, the platform enables professionals to focus on strategic case work and client service rather than administrative tasks.
Target Audience
Primary users are family law attorneys, paralegals, and wealth management advisors who need efficient document handling and data-driven insights for client cases.
Features
- Automated document analysis that extracts dates, amounts, parties, and other critical fields from contracts, court filings, and financial statements
- Centralized data hub with searchable indexing of all client files and extracted metadata
- AI‑generated draft documents such as settlement agreements, financial disclosures, and client correspondence
- Built‑in decision support tools that perform calculations (e.g., asset division, alimony estimates) and present scenario analyses
- Real‑time insight dashboards that surface trends and alerts across multiple cases or client portfolios