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Financial Affidavit and Disclosure

Draft Financial Affidavits in Minutes, Not Hours

8 minutes with CaseMark

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1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

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Workflow

Financial Affidavit and Disclosure

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Workflow

Financial Affidavit and Disclosure

Overview

Preparing financial affidavits manually requires hours of data entry, cross-referencing multiple financial documents, and ensuring complete disclosure compliance. Attorneys and paralegals spend valuable billable time organizing bank statements, calculating monthly expenses, and formatting complex financial information into court-acceptable formats.

Preparing financial affidavits manually requires hours of data entry, cross-referencing multiple financial documents, and ensuring complete disclosure compliance. Attorneys and paralegals spend valuable billable time organizing bank statements, calculating monthly expenses, and formatting complex financial information into court-acceptable formats.

CaseMark automatically extracts financial data from uploaded documents, organizes information into proper affidavit sections, and generates court-ready financial disclosures in minutes. The AI verifies completeness against legal requirements and formats everything according to family law standards, eliminating manual data entry and reducing errors.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Header and Personal Information

  • Income Sources

  • Monthly Expenses

  • Assets

  • Liabilities and Debts

  • Additional Disclosures

  • Declaration and Signature

What it handles

  • Header and Personal Information

  • Income Sources

  • Monthly Expenses

  • Assets

  • Liabilities and Debts

  • Additional Disclosures

  • Declaration and Signature

Required documents

  • Pay Stubs or Income Statements

    Recent pay stubs, W-2s, or other proof of income for the past 3-6 months

    .pdf, .jpg, .png

  • Bank Statements

    Current bank account statements showing balances and transactions

    .pdf, .csv, .xlsx

  • Loan and Debt Statements

    Credit card statements, mortgage documents, and other debt obligations

    .pdf, .jpg, .png

Supporting documents

  • Property Appraisals or Deeds

    Real estate valuations, property deeds, or tax assessments

    .pdf, .jpg, .png

  • Investment and Retirement Account Statements

    401(k), IRA, brokerage, or other investment account statements

    .pdf, .csv, .xlsx

  • Vehicle Registration and Titles

    Documentation of vehicle ownership and current values

    .pdf, .jpg, .png

  • Tax Returns

    Previous year's tax returns for comprehensive income verification

    .pdf

Why teams use it

Extract financial data automatically from pay stubs, bank statements, and loan documents

Generate complete affidavits in 8 minutes vs. 3.5+ hours manually

Ensure comprehensive disclosure with AI-verified completeness checks

Format documents to meet court and jurisdiction-specific requirements

Reduce data entry errors and omissions with intelligent document analysis

Questions

What financial documents do I need to upload for a complete affidavit?

CaseMark works with pay stubs, bank statements, loan documents, investment statements, and property records. Upload all available financial documents, and the AI will extract relevant data for each affidavit section. The system identifies gaps and prompts you for missing information to ensure complete disclosure.

How does CaseMark ensure the affidavit meets my jurisdiction's requirements?

CaseMark references current family law disclosure requirements and standard affidavit formats from legal resources and bar associations. The AI structures the document with all required sections and verification language, ensuring compliance with typical court standards while allowing you to customize for specific local rules.

Can the AI accurately extract financial data from scanned documents?

Yes, CaseMark uses advanced OCR and document analysis to extract financial figures, account numbers, and transaction details from PDFs, scans, and images. The system identifies income sources, expenses, assets, and liabilities across multiple document types, then organizes them into the appropriate affidavit sections.

How long does it take to generate a financial affidavit?

Most financial affidavits are generated in 8-12 minutes after uploading documents. CaseMark processes your financial records, extracts relevant data, calculates totals, and formats everything into a court-ready document—reducing a 3-4 hour manual task to minutes.

What if I need to update the affidavit with new financial information?

Simply upload updated documents and CaseMark will regenerate the affidavit with current information. The AI maintains consistency in formatting and structure while incorporating new data, making it easy to provide updated disclosures as financial circumstances change during litigation.

Does CaseMark calculate monthly expenses and income automatically?

Yes, CaseMark analyzes your financial documents to identify recurring income and expenses, calculates monthly averages, and categorizes them appropriately. The AI totals income from all sources and organizes expenses into standard categories like housing, utilities, and transportation for complete financial disclosure.

Can I review and edit the affidavit before finalizing?

Absolutely. CaseMark generates a draft affidavit that you can review, edit, and customize before finalizing. The AI provides a comprehensive starting point with all extracted data properly organized, allowing you to make adjustments, add context, or include additional disclosures as needed.

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