Elayne AI Platform

A significant challenge in the online legacy planning space is the difficulty of modifying existing legal documents without starting from scratch. Traditional solutions require lengthy workflows with no guarantee that original wishes remain intact. The Elayne system leverages AI to intelligently extract key wishes and provisions from existing legal documents, enabling clients to build upon their previous work rather than starting over. Whether you have a will from years ago or a recent advance directive, Elayne seamlessly extracts the essential details and streamlines the modification process.

Key Features

• Advanced Document Analysis: Uses state-of-the-art language models with meticulously crafted prompts for legal document processing and data extraction
• SOC 2 & HIPAA Compliance: Full compliance with industry security standards for handling sensitive legal and personal information
• Automated Workflows: Streamlined processes for document ingestion, analysis, and data extraction
• Scalable Infrastructure: Built on AWS with Terraform for infrastructure as code

Technical Implementation

✨ Document Access & Security

Document access is governed with strict access control mechanisms defined on the server. No public access is granted to the storage systems containing the documents, ensuring complete data protection and compliance with security standards.

✨ Document Extraction Pipeline

Document extraction is powered by two complementary subsystems:

• Text Extraction: Amazon Textract handles the initial document text extraction, providing reliable OCR capabilities for various document formats
• Intelligent Data Extraction: Strict schemas developed through a year of consulting with industry professionals are applied to LLM models for precise detail extraction. The system includes automatic retry mechanisms to ensure robust processing

✨ Quality Assurance

A robust evaluation framework was implemented to verify the accuracy of extracted data, validated against wills obtained legally through county clerk offices. This ensures the highest standards of data quality and reliability.

✨ Data Architecture

A comprehensive data model was created to accurately represent the complex information contained within legal documents. All extracted data is stored in PostgreSQL, providing structured access and maintaining data integrity throughout the platform.

✨ Infrastructure Management

Terraform is used for infrastructure management, ensuring consistent and reproducible deployments across environments. The platform includes comprehensive monitoring, logging, and alerting systems to maintain high availability and security standards.

Security & Compliance

• SOC 2 Type II: Full compliance with SOC 2 security standards
• HIPAA Compliance: Meets all requirements for handling protected health information
• Data Encryption: End-to-end encryption for data at rest and in transit
• Audit Logging: Comprehensive logging and monitoring for security and compliance

Impact

The Elayne AI Platform represents a first-of-its-kind user experience that allows individuals to draft new legal documents based on their previous versions. This innovative approach eliminates the need to start from scratch when updating legal documents, enabling users to build upon their existing work while preserving their original intentions. The platform has revolutionized the legacy planning process by making document modification accessible and efficient for individuals and legal professionals alike.

Future Development

The platform continues to evolve with new AI capabilities and expanded document types, while maintaining its core focus on security, compliance, and enterprise-grade reliability.