Build a dated financial chronology from the disclosure file
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Fill a fixed chronology: date, document name, page, amount as printed, and the description as printed. Add no label for fault, control or character.
- What the lawyer must review
- The columns are fixed at setup. Family Code § 2100(c) is the California duty to disclose assets, liabilities, income and expenses, with a continuing update for material changes. You confirm the column set before the first file is run. Opinion 512 requires you to check a summary against the document before you rely on it. Read a row against its page before you use it.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes summarising source material. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.