Knowledge Assistant

Trovix Aria©

Citation-grounded AI knowledge assistant for fee-earners, advisors and underwriters.

Built for
Partners and associates · Investment professionals · Underwriters and brokers · Compliance officers
Pricing
From £24/seat/month

Overview

Aria is a secure, retrieval-augmented AI assistant trained on your firm's own documents — matter files, precedent banks, research libraries, policy wordings, slip libraries, KIDs and prospectuses. It answers questions in your context, with citations that link back to the source paragraph. It respects your existing access controls. It runs in your tenancy, never the other way round.

Why it matters

The fee-earner economy runs on time. A senior associate billing £550 per hour cannot afford to spend forty minutes hunting for the right precedent or the correct clause from a 220-page LMA agreement. An underwriter cannot afford to misquote a binder's territorial scope. A wealth advisor cannot afford to misstate a fund's charge structure to a client. Aria collapses the time-to-answer from minutes to seconds — without sacrificing the citation integrity, conflict checks and information-barrier discipline that regulated practice demands.

How Trovix Aria© works

1

Ingestion

Aria ingests your existing document estate from iManage, NetDocuments, SharePoint, OpenText, Worldox and shared drives. Documents are chunked, embedded and indexed inside your cloud tenancy.

2

Retrieval

Hybrid retrieval combining dense vector search, BM25 keyword search and metadata filtering. Respects matter-level ACLs and ethical walls enforced upstream by iManage Security or Microsoft Purview.

3

Generation

Retrieved passages compose a grounded prompt. Aria's generation produces an answer with inline citations. If the corpus does not contain a confident answer, Aria says so explicitly — it never confabulates a citation.

4

Audit

Every query, every retrieved document, every generated response is logged with user, timestamp, model version and confidence score. Logs stream to Splunk, Microsoft Sentinel, Datadog or your SIEM.

Value by industry

Aria operates inside the matter security model, enforcing ethical walls in real time. Use it for precedent retrieval, drafting assistance, due-diligence document Q&A, conflicts research, clause comparison and live citation lookup during fee-earner work.

Aria becomes the institutional memory of the placing team. Underwriters get cited answers in seconds about historic terms, exclusions and binder scope. Particularly valuable in the Lloyd's and London company markets where institutional knowledge sits in PDFs and personal drives.

The analyst's research multiplier. Ingests broker research, internal investment notes, fund prospectuses, KIDs and client suitability documents. Every answer comes with the source — auditable to FCA SYSC and Consumer Duty.

Operates over working papers, technical guidance, ICAEW/ACCA bulletins, HMRC manuals and engagement files. Auditors and tax specialists get instant cited access to firm methodology.

Why customers choose Trovix Aria©

Defensible by design

Every Aria answer is grounded in your own documents and links back to the source paragraph. Hallucinated citations are architecturally impossible.

Per-user access control

Inherits your existing security model. A junior associate cannot retrieve documents they would not be allowed to open in iManage.

Single-tenant in your cloud

Deploys into your AWS, Azure or GCP tenancy — or Trovix-hosted single-tenant in your chosen UK or EU region.

Enterprise SSO

Microsoft Entra ID, Okta, Ping, Google Workspace via SAML 2.0 and SCIM 2.0. Conditional access, MFA enforcement and IP allow-listing all honoured.

Audit-grade logging

Full chain of evidence streams to Splunk, Sentinel, Datadog, Sumo Logic or your SIEM. Optional WORM storage.

Practice-tuned variants

Pre-tuned embedding and reranker variants for litigation, corporate, insurance underwriting, claims, KYC and AML.

Integrates with

Microsoft 365iManage WorkNetDocumentsOpenText eDocsSharePoint OnlineSalesforceMicrosoft Entra IDOktaSplunkMicrosoft Sentinel

See Trovix Aria© on your own data — 60-day pilot, scoped to one team, capped at 25 users.

Book a demo →

Related Trovix products

Document Intelligence

Trovix Sift©

Document intelligence for slips, contracts, claims correspondence and KYC packs — at production scale.

Open product →
AI Governance

Trovix Audit©

The evaluation harness, governance dashboard and audit-evidence pack for every AI system in your firm.

Open product →
Client-Facing AI

Trovix Reach©

The client-facing AI assistant that stays in scope, hands off cleanly and gives your firm answers — not generic chatbot answers.

Open product →