For family lawyers

Spend less time getting matters ready

Agents read the disclosure, trace the money, do the calculations and build the balance sheet and the chronology. You bring the judgement and approve what goes out.

Book a demo

  1. Day 1 · Instructions

    Conflicts cleared. The request for Leah’s documents drafted.

  2. Day 3 · Disclosure read

    38 files, 4,212 pages. The money traced.

  3. Day 6 · Balance sheet

    12 items, both sides’ values, the notes on what is disputed.

  4. Day 9 · Chronology

    Date, event and source, each one opening its page.

  5. Day 13 · Leah prepared

    Case summary and her note on the day.

Follow the two weeks

Leah comes to you two weeks before mediation, with 4,212 pages of Tom’s disclosure. Here is what Donna does with them.

Conflicts cleared the morning she calls

Leah’s last lawyer has stopped acting. Donna checks everyone in the matter against your files and reads what she sent.

New matter – mediation on 9 October

LC

Leah Carver <leah.carver@mail.com>

To:Priya Nair

Financial Statement – T Carver.pdf2.1 MB
Disclosure from Tom.zip184 MB

Download AllPreview All

Hi Priya,

Tom and I separated in March. We have a mediation on 9 October and my lawyer has stopped acting for me.

I’ve attached Tom’s financial statement and everything his lawyers have sent so far. The house and his business are the big things. I’m not sure he has told us everything.

Can you help?
Leah

Stage 1: Intake and conflicts

Complete

Conflict check

  • Leah CarverNo conflict
  • Tom CarverNo conflict
  • Carver Build Pty LtdNo conflict
  • Carver Family TrustNo conflict
  • Margaret CarverNo conflict
  • Ashby Cole LawyersNo conflict
Matter
Property settlement
Costs agreement
Ready to send
Mediation
9 Oct · in 14 days
Tom’s disclosure is 38 files and 4,212 pages. Leah’s own documents are not yet in. The request to her is drafted for your approval.

Traced

Where the money went and whether it came back, across every account and every party.

Calculated

The balance sheet, the add-backs and the pool, worked out from the documents.

Prepared

The chronology and the case summary drafted, and your client ready for the day.

Built for how family law practices already work

Your systems
Alongside your practice management system, Outlook and Word
Disclosure
Bank, company and trust records read in full, however many pages
Balance sheet
The jointly prepared balance sheet drafted in a Donna sheet, with the notes
Reports
Requests for family and expert reports drafted and followed up, with your approval
Your client
Their own view of the matter, with what to send and what happens next

The features behind it

NetGrossEach
Carver Build Pty LtdMargaret CarverMargaret and Neil CarverTom CarverBusiness ·· 3390SuppliersSavings ·· 5816Home loan ·· 6620Offset ·· 6621N Carver salaryCheques and cashEveryday ·· 2204Offset ·· 4418Savings ·· 9051Account ·· 7702Not in his Financial Statement$186,000 · 6 transfers$180,000 paid in$178,000 redrawn$176,000 in round sums$170,000 back as a “director’s loan”
  • Only pays out
  • Pays and receives
  • Only receives
  • Inferred, no statements

Dashboards

The money traced across every account and every party, and each finding tied to its page.

Learn more
Carver & Carver

Matter details

Matter number
00141
Practice area
Family law
Stage
Financial disclosure
Status
Open
Responsible lawyer
Priya Nair
Client
Leah Carver
Opened
25 Sep 2025
Mediation
9 Oct 2025
Matter type
Property settlement
Jurisdiction
NSW
Other party
Tom Carver
Their lawyers
Ashby Cole Lawyers
Separated
3 Mar 2025
Children
Parenting agreed

Current positionUpdated 3 hours ago

Leah and Tom separated on 3 March 1. Tom’s Financial Statement lists four accounts, but his 2024 tax return reports interest on a fifth 2. $186,000 has moved from the Carver Build account to an account in his mother’s name since separation.

Needs attention· 2

Spaces

One place for each matter. Your team and your client, from intake to orders.

Learn more
Carver & Carver

Disclosure follow-up

Priya Nair

Disclosure checks

Harbour Lane Lawyers

Chronology

Donna

Case summary for mediation

Priya Nair

Client mediation note

YouDraft

Workflow Agents

Disclosure follow-ups, balance sheets and case summaries, run on every matter.

Learn more
Carver & Carver
Today
LC

Leah Carver · Client · 10:02 AM

I found the 2022 tax return. Do you need the notice of assessment as well?

PN

Priya Nair · Lawyer · 10:30 AM

Yes please, Leah. Upload both here and we’ll add them to your disclosure.

Client access

Your client sees what to send and what happens next, any time they look.

Learn more

Watch a matter get ready for mediation

We’ll walk you through a sample family law matter, from the disclosure to the balance sheet and the case summary.

Book a demo