Exit Protocol gives legal teams, experts, and high-conflict clients a controlled workflow to organize financial records, trace commingled assets, identify review issues, and prepare attorney-reviewable packets.
Start with a focused first-pass review, expand into attorney partnership workflows, or deploy under enterprise controls when data boundaries require it.
A first-pass financial review for a defined record set.
A deeper workflow for law firms and litigation professionals.
Controlled infrastructure for organizations with heightened data-boundary needs.
Upload or provide statements, CSV exports, payment-app records, tax documents, and business ledgers where relevant.
The system structures records, reconciles obvious gaps, and runs deterministic trace workflows where the data supports them.
Receive an issue map, exception list, and source-linked review packet for attorney or expert evaluation.
The service is designed around review boundaries: data minimization, source references, audit logs, and clear limits on what the software can and cannot conclude.
Security ArchitectureReview packets are designed to point back to records, assumptions, and exceptions.
The system prepares materials; counsel and experts decide legal and professional significance.
Hashing and verification surfaces help identify whether outputs have changed.
Enterprise and partner workflows can be scoped around security and procurement needs.
The output is designed as attorney-reviewable support material with source references. Admissibility, filing strategy, and expert testimony decisions remain with counsel and qualified experts.
CSV/OFX/QIF exports are ideal. Complete PDF statements, tax records, loan applications, payment-app exports, and business ledgers can also support the review.
No. It reduces repetitive first-pass mechanics and prepares clearer review materials. Complex matters may still require forensic accounting, expert review, or testimony.
Yes. The sandbox uses synthetic data so you can inspect the workflow before trusting the platform with a live matter.
The white paper explains the deterministic tracing, source-linking, AI boundaries, and human review principles behind Exit Protocol.