Run one matter. Measure the difference.
Start with one limited production sample. Evaluate document separation, account and period organization, and the corrections needed to make the inventory useful beside your current process.
The initial deliverable is a reviewed account/period inventory, organized source-page files and visible unresolved items. Start with a synthetic walkthrough if client records cannot be shared. After inquiry, we discuss workflow fit and agree any sample scope, handling, price and schedule in writing; submitting the form does not activate a workspace or authorize a transfer.
Measure boundary and metadata corrections, unresolved items, source traceability, and reviewer time. Extend into transaction reconstruction or analysis only if separately included in the agreed scope.
One sample, one workflow, clear evaluation criteria.
Confirm permitted access, confidentiality, data handling, and the minimum sample needed before transfer.
Review proposed document ranges, institution and account labels, and represented periods against original pages.
Inspect the chronological inventory and export. Record corrections, unresolved items, and reviewer effort against the existing process.
Document fit and limitations. Any broader implementation, commercial work, or additional data requires separate agreement.
Best-fit pilots
- High-conflict family law matters with commingled accounts and separate-property claims.
- Matters where counsel needs a reviewer-controlled financial workflow for evaluation.
- Forensic accounting teams evaluating whether the workflow makes selected-record review clearer or more reproducible.
- Platforms evaluating evidence-linked financial review without replacing professional judgment.
What you get
- Reviewer-controlled document organization within the agreed sample scope.
- Selected coverage, transfer review, Money Flow, LIBR, or Value Lineage surfaces as agreed in scope.
- Current attorney-reviewable workpaper and exact-file verification where the LIBR path applies.
- Clear notes on fit, gaps, and next steps. No legal advice. No outcome guarantee.
Turn curiosity into a documented workflow evaluation.
A good pilot measures workflow fit against agreed criteria and documents limitations, review effort, security requirements, and whether any later deployment discussion is warranted.
Evaluation path
Inspect the organized files. Then discuss your workflow.
Start with a synthetic account-and-period inventory, original source pages, duplicate review and visible unresolved items. Broader financial analysis is an optional continuation.