For California family-law teams

A workpaper the client can start and counsel can audit

Clients know where the accounts are. Legal teams know what the answers mean. The product gives both sides one structured workpaper without turning client financial records into a hosted dataset.

Client-facing intake without invisible omissions

Every FL-142 category requires an answer. Plain-language prompts ask for the identifiers, dates, encumbrances and records that make the resulting schedule useful. The client can save the matter locally and deliver the file through the firm’s existing secure channel.

An auditable professional pass

The legal team sees unknown values, separate-property assertions, unsupported rows, cross-disclosure differences and downstream assumptions. Nothing is silently converted from a claim into a fact.

Deployment that does not collect the case

The hosted product is static. There is no tenant database, model call, analytics beacon or server function. A firm can inspect browser network traffic and the security headers rather than relying on a data-retention promise.

Review pointThe public release is a local-processing workspace, not a case-management system. Collaboration and record retention stay in the firm’s authorized systems.

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