Ledorio reads every document in the matter and reconciles it into one structured inventory — who owns what, who owes what, who gets what, what it’s worth, and as of when — every figure traced to its source.
For a complex estate, building the picture means reading hundreds of pages — wills, trusts, tax returns, K-1s, financial statements, deeds — gathered from the client, advisors, the accountant, and the prior firm, then keyed into a spreadsheet, line by line.
It takes the better part of a day just to see what the client is worth and who owns what.
Critical values go missing. And when a document arrives late, the plan gets reshaped, re-crunched, and re-presented.
The entire file, however it arrives — scans, statements, prior plans, even the forms your clients filled in by hand. Nothing to re-key, and no questionnaire to send.
It connects and reconciles what it finds across the whole estate — every document read with the same care, however deep in the stack.
Ownership, debts, beneficiaries, values — each dated, every figure traced back to the page it came from.
The foundation you build the matter on, organized for legal intake — not a client-facing presentation designed to win assets under management.
Reads tax returns, K-1s, financial statements, deeds, and business documents — the assets that live in documents, not just the ones in a portfolio feed.
Documents rarely arrive in order. Every value carries the date of its source document, so a stale paper can never override a newer one — and you see a figure’s whole history, not just the latest number a spreadsheet would overwrite and forget.
Ledorio extracts; a person on your team confirms. You validate each document once — against its source, right there — then never open it again. Every figure carries a human’s sign-off, and the final word is always yours.
Held on our managed cloud, your firm’s matters are kept separate from every other firm’s — never co-mingled, and never shared.
Not a single document, name, or figure is ever sent to OpenAI, Anthropic, or Google. Ledorio runs its own models — that’s the whole point.
Documents are read to build your inventory and nothing more — never kept to improve a model, ours or anyone’s.
Ledorio sits upstream of the drafting and matter tools you already use — designed to feed them, not replace them. The structured inventory is where the rest of the work begins: the plan, the visuals, the documents.
Multi-entity, multi-generational, charitable vehicles in the mix — the matters where the picture is hardest to assemble and easiest to get wrong by hand. The more complex the estate, the more Ledorio is worth.
No — not a document, a name, or a figure. Ledorio runs its own models and makes no calls to OpenAI, Anthropic, or Google. Your matters are never used to train any model, either.
On our own managed cloud. Your firm’s data is kept separate from every other firm’s and is never co-mingled.
No tool catches everything, and we don’t pretend otherwise. What Ledorio gives you is a faster, better-grounded review: every figure traces to the page it came from, so you’re checking against the source, not a black box — and a person on your team signs off on each document before it’s relied on. The work product, and the final call, stay yours.
You validate each document once, against its source — then never reopen it. The effort scales with new documents only: everything you’ve already validated stays validated as the inventory updates around it.
No — it sits upstream of them. Ledorio produces the structured inventory the rest of the matter builds on, so the plan, the visuals, and the drafting all start from the same reconciled foundation. Direct integrations with those tools are on our roadmap; today, the inventory is the foundation that work starts from.
They’re used solely to build your inventory and are deleted on the schedule you set — never kept beyond it, and never used for anything else.
A short walkthrough on a real, complex file — yours or ours — so you can watch the inventory build and trace the figures yourself, before anything is set up.
A short walkthrough on a complex file — yours or ours.
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