Farther’s advisors live in Egnyte. When the operations team started evaluating AI document tools, the non-negotiable requirement was that any solution had to work inside their existing DMS — not alongside it.
Most tools asked Farther to redirect documents to a new platform, maintain a second login, and retrain their team. LEA did the opposite: it embedded directly into the Egnyte folder structure Farther already had, processing documents as they arrived without any change to advisor workflows.
The result was a 50% reduction in manual data entry across client onboarding and ongoing account maintenance. Advisors never noticed the change because nothing about their day-to-day workflow changed — LEA was simply doing the extraction work behind the scenes.
Farther’s Head of Operations called it a zero-disruption deployment. The data was right from day one.