Disclosure Ready helps Florida family law firms see missing accounts and statement gaps before anyone signs a certification – so compliance isn’t guesswork.
No obligation. Florida-specific walkthrough.
Automatically identify and label bank statements, tax returns, pay stubs and other financial documents as they’re uploaded to each Florida matter.
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.
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.
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.
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:
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.
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.