One missing bank statement can derail a Florida Rule 12.285 disclosure

Disclosure Ready helps Florida family law firms see missing accounts and statement gaps before anyone signs a certification – so compliance isn’t guesswork.

  • Surface missing months & accounts before disclosure deadlines
  • See gaps clearly before certification under Rule 12.285
  • Centralize financial uploads instead of chasing emails and spreadsheets

No obligation. Florida-specific walkthrough.

documents showing missing file

AI smart classification for financial docs

Automatically identify and label bank statements, tax returns, pay stubs and other financial documents as they’re uploaded to each Florida matter.

Bank statement analysis to surface gaps.

Use AI-assisted bank statement analysis to help spot missing months, accounts, and potential gaps in transaction history before your Rule 12.285 disclosures go out.

One view before you certify

Give partners and staff a shared, real-time status view of what’s been provided, what’s outstanding, and what’s ready – so signing a disclosure certification isn’t guesswork.

What the demo shows

What you’ll see in the 15-minute
Florida demo

Step 1

How clients upload once, with ease

Clients upload their financial documents

Clients upload bank statements, tax returns, pay stubs, and other financial documents into a secure portal tied to a specific Florida family law matter. Everything lands in one workspace instead of scattered across email threads, portals, and shared drives.

Step 2

How missing bank statement months are surfaced automatically

AI smart classification and bank statement analysis organize and flag potential gaps

Disclosure Ready applies AI smart classification to automatically recognize and label financial documents—identifying them as bank statements, tax returns, pay stubs, and more, and tying them to the right matter. At the same time, AI-driven bank statement analysis helps your team see:

Step 3

How accounts and uploads are organized into a single Florida matter view

Review, resolve outstanding items, and certify with a clearer picture

Your team reviews a structured, AI-assisted status view for each Florida matter—showing which financial documents have been provided and where potential gaps still exist. You can request missing information, document exceptions, and then assemble the disclosure packet with a clearer record of what was requested, received, and reviewed before anyone signs a certification under Rule 12.285.

You remain fully in control. Disclosure Ready does not replace attorney judgment - it provides visibility so you can certify disclosures with a clearer picture.

Why Florida Rule 12.285 creates quiet risk

In a typical Florida family law case, disclosures span multiple bank accounts, months, and institutions. Under Rule 12.285, firms certify that financial disclosures are complete. Most teams still track this with partial uploads, email threads, and spreadsheets.

That’s where risk hides – not in what you have, but in what you don’t realize is missing.

Disclosure Ready exists to make those gaps visible before certification, not after.

This demo is for:

Sign up to register your interest
in joining the preview release program