Digitize and standardize estate and trust documents into complete, traceable records that advisors, operations, and compliance teams can rely on. Adlib assembles full case files, keeps versions aligned, and supports efficient reviews and reporting, reducing administrative burden and strengthening client confidence.
For over two decades, Adlib has processed billions of mission-critical documents for the world’s leading life sciences, energy, manufacturing, financial services, and public sector organizations.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
Adlib centralizes estate and trust documents from every channel - branch and advisor networks, legal partners, email, portals, and scanning operations. All key documents (trust agreements, amendments, asset statements, beneficiary instructions, court orders, tax filings) are captured into a governed intake layer, creating a complete, reliable starting point for administration and review.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
Mixed formats (PDFs, scans, images, word-processed documents, and forms) are converted into consistent, searchable documents of record. This standardization makes it easier for fiduciary, legal, tax, and operations teams to review, compare, and update files, ensuring that the latest terms and instructions are clearly visible and aligned across systems.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
Adlib automatically extracts key data from estate and trust documents - beneficiaries, roles and powers, asset types and values, distribution rules, restrictions, key dates, and jurisdictional details. Structured, reliable data flows into your trust admin, core banking, and reporting systems, enabling faster decision-making, better risk management, and more proactive servicing of complex relationships.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
The platform assembles and organizes complete estate and trust files (governing documents, amendments, asset inventories, correspondence, meeting minutes, and tax records) into easy-to-navigate packages. Administrators, advisors, and oversight functions can quickly see the full history and current state of each estate or trust, supporting efficient reviews, approvals, and client conversations.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
Adlib checks that estate and trust documents and extracted data are accurate, complete, and aligned with legal, regulatory, and internal fiduciary standards. Missing signatures, outdated versions, conflicting instructions, and gaps in required documentation are flagged early, helping you reduce legal and compliance risk and ensuring actions remain consistent with the trustor’s intent and beneficiaries’ interests.
Every step in Adlibʼs workflow is designed to deliver accuracy, compliance, and enterprise-ready data—ensuring your most critical documents become precise,auditable, and AI-ready.
Validated, organized estate and trust records are delivered to the right systems and teams (trust admin platforms, DMS, CRM, archives, and reporting tools) in the formats they need. Adlib helps administrators oversee assets more efficiently, support audits and reviews, and provide clear, timely, and transparent information to beneficiaries, strengthening trust in your institution’s fiduciary role.
Adlib works across your entire organization’s disparate data sources to read and distill all your critical documentation, from any source. It then automatically converts it all into machine-readable and compliant documents of record, and finally, deposits those standardized documents into a central database in submission- and archive-ready formats.
Transform KYC and onboarding by automating how documents are captured, standardized, and checked. Adlib ensures required documents are present, legible, and mapped to the right client and account, helping you reduce onboarding times, improve risk decisions, and stay aligned with evolving regulatory expectations.
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Your use case is usually a strong fit for Adlib if it checks three boxes:
If you have workflows like regulatory submissions, inspections, claims, incident reports, FOI/ATI responses, quality and batch records, or KYC and loan packages, Adlib can help you build an accuracy-first, AI-ready pipeline around them. Many organizations start with a single painful workflow, then expand to adjacent use cases once results are proven.
Adlib Software helps organizations meet compliance and governance requirements by implementing a set of business rules upon ingesting documents across several formats to deliver a “document of record”. These business rules define the creation of a custom header-footer, watermarks and the auto-generation of a table of contents, besides combining multiple formats into a single readable-searchable PDF. The result is an audit ready document that meets compliance and governance requirements. In addition, Adlib Software’s Transform Platform also implements document security and archival features when rendering documents of record to be in compliance with such policies resident within an organization. Finally, it also provides audit trails and reporting capabilities to help organizations track and monitor document activity.
Adlib Software is ideal for industries that generate large volumes of unstructured data that has to be managed to mitigate compliance, operational, audit and regulatory risks. Major industries use that to leverage our capabilities are as follows:
In addition, Adlib Software is also useful for any organization that needs to manage and analyze large amounts of data in various formats.