Technology-powered financial disclosure prep for family law
Stop asking clients what they spent on groceries. Start building the disclosure.
FamilyLedger turns bank and credit card statements into a complete New Jersey Case Information Statement. Clients connect accounts or upload statements. Our technology extracts and classifies every transaction. An attorney reviews and approves every number before anything is filed — nothing here files itself.
Financial disclosures are built on guesswork
- Clients try to reconstruct a year of spending from memory, rounding numbers that end up on a sworn court filing.
- Paralegals spend dozens of hours a case sorting hundreds of statement PDFs and hand-typing figures into the CIS.
- Attorneys sign off on a document they can't fully verify line by line — because there's no time to.
The disclosure builds itself from real records
- Clients connect accounts or upload statements — no more reconstructing spending from memory.
- Our technology extracts and classifies every transaction against CIS categories automatically.
- Every number on the filed disclosure traces back to the statement it came from.
How it works
From statements to a filed disclosure, in four steps
- 1Client
Connect accounts or upload statements
The client links their bank and credit card accounts, or uploads PDF statements directly. Then they answer roughly 40 targeted questions — only the ones our technology genuinely can't infer from the data — instead of the usual 400-question generic intake form.
- 2Technology
Extract, classify, and flag what's missing
Our technology reads every transaction, classifies it against CIS expense categories, and cross-checks the evidence for gaps. This is the Missing Document Engine at work: “We found monthly payments to American Express but no AmEx statements. Please upload your AmEx statements.” It infers what's missing from the transactions themselves — not a generic checklist.
- 3Paralegal & Attorney
Review, edit, approve
The paralegal and attorney review every auto-classified line. Anything can be edited. Nothing moves forward without sign-off — technology assists, the lawyer decides.
- 4Court
File the completed disclosure
An attorney-approved Case Information Statement, ready to file — built on transactions, not memory.
Product preview
One shared case. Two very different jobs.
Clients answer a few questions and connect their accounts. Attorneys review what our technology classified and approve every line. Nothing moves to the disclosure without a human sign-off.
Client experience
Connect accounts or upload statements
Connect accounts or upload statements
Attorney experience
Review auto-classified transactions
| Merchant | Category | Amount | Conf. |
|---|---|---|---|
Whole Foods Market 12/03 · Accepted | Food at Home & Household Supplies | $184.22 | 92% |
Shell Oil #4421 12/05 · Accepted | Fuel and Oil | $52.10 | 88% |
NETFLIX.COM 12/08 · Accepted | Streaming Services and Subscriptions | $15.99 | 95% |
AMEX EPAYMENT 12/10 · Pending | Uncategorized | $612.40 | 41% |
Review auto-classified transactions
Illustrative previews of the FamilyLedger workspace — screens are simplified for demonstration and evolve as we build toward general availability.
Why FamilyLedger
Built for financial disclosures, not generic intake
Missing Document Engine
Infers what's missing from transaction evidence, not a generic checklist. Recurring payments to a card issuer with no matching statement on file get flagged by name, automatically.
Provenance by design
Every number on the disclosure traces back to a document, a transaction, a calculation, a client answer, or an attorney edit. Fully auditable, end to end.
Smart Question Engine
About 40 targeted questions instead of roughly 400 generic ones — and only when our technology genuinely can't infer the answer from the client's own records.
Technology assists, lawyer decides
Every value is editable. Nothing is filed automatically. Human sign-off is mandatory before any disclosure leaves the platform.
Real transactions in. An attorney-approved disclosure out.
FamilyLedger builds NJ Case Information Statements today — every state's financial disclosure form is the roadmap.
Request a demo