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.
This workflow is applicable across multiple practice areas and use cases
Bankruptcy proceedings require detailed financial affidavits disclosing all income sources, assets, liabilities, and monthly expenses, which are core components of bankruptcy petitions and schedules.
The workflow's ability to extract and organize financial data from bank statements, loan documents, and income statements directly aligns with bankruptcy disclosure requirements and Schedule preparation.
Financial affidavits are essential for documenting pre-injury income, expenses, and financial status to calculate economic damages and lost earning capacity in personal injury cases.
Personal injury attorneys regularly need comprehensive financial disclosure to establish baseline financial conditions and prove damages, making automated extraction from pay stubs, bank statements, and tax returns highly valuable.
Employment litigation cases involving wage disputes, wrongful termination damages, or discrimination claims require detailed financial affidavits to establish income history, lost wages, and economic harm.
The workflow's capability to extract income data from pay stubs and tax returns and calculate monthly expenses is directly applicable to proving damages in employment-related lawsuits.
Estate planning attorneys need comprehensive financial disclosure statements to assess client assets, liabilities, and income for trust planning, estate tax planning, and beneficiary distribution strategies.
The automated extraction of asset, liability, and income information from financial documents streamlines the client intake process and ensures complete financial picture for estate planning recommendations.
Financial services regulatory matters often require detailed financial disclosure statements for compliance investigations, licensing applications, and regulatory examinations of individual financial professionals.
Regulatory proceedings in financial services frequently demand comprehensive personal financial statements with verified asset and liability disclosures, which this workflow automates efficiently.
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.
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.
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.
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.
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.
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.
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.