---
title: "Identify financial changes that need a disclosure update"
url: "https://ailawframework.com/practice/family-law/identify-financial-changes-that-need-a-disclosure-update"
type: "task"
site: "AI Law Framework"
id: "A16-P20260916-4"
practice_area: "Family Law"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-09-23"
---

# Identify financial changes that need a disclosure update

> Compare a prior financial schedule with new verified statements and draft a change table.

Canonical page: https://ailawframework.com/practice/family-law/identify-financial-changes-that-need-a-disclosure-update  
Last reviewed: 2026-09-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Family Law](https://ailawframework.com/practice/family-law.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Compare a prior financial schedule with new verified statements and draft a change table. |
| What the lawyer must review | Decide the disclosure consequences Check any amended statement or affidavit against current requirements |
| Written for / versions | — |

## Checking plan

**Verify against sources**

The lawyer decides the disclosure consequences and checks any amended statement or affidavit against current requirements.

- What the AI does: Compare a prior financial schedule with new verified statements and draft a change table.
- What the lawyer does: Make the legal assessment, check the source material and authorise the output for its intended use.
- Who reviews: Lawyer competent in this practice area
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects the consequence of an error and the amount of independent review the described output needs.
- Written for: AU

## Checks the lawyer makes

1. Match the prior and current records to the same person, account, asset or liability and identify the relevant dates.
2. Recalculate each change independently and separate real changes from transfers, timing differences and missing documents.
3. Check with the client for changes outside the supplied records, including income, business interests and newly obtained documents.
4. Read the current disclosure rules and determine whether and when an amended statement or other document is required; verify the final version before filing.

## Notes

- These are suggested working checks. The cited court, tribunal or scheme requirements apply only within their stated scope.

## Practical guide

Jurisdiction: Australia: FCFCOA financial or property matters

**Deliverable**: A verified changes table and a short list of actions for the lawyer.

**Inputs**

- Earlier financial statement or schedule
- New source documents
- Current client instructions

**Example**: Illustrative example: A revised loan balance and a new employment arrangement appear after a statement was filed. The table flags both for the lawyer’s update decision.

**Stop and escalate when**

- The source dates do not permit a valid comparison.
- A filing deadline or the required form has not been independently checked.

Checked 2026-09-16.

## Sources

- [FCFCOA: Duty of disclosure](https://www.fcfcoa.gov.au/fl/pubs/duty-disclosure) (checked 2026-09-16)
- [FCFCOA: Financial proceedings practice direction](https://www.fcfcoa.gov.au/fl/pd/fam-financial) (checked 2026-09-16)
- [FCFCOA Practice Direction: Use of Artificial Intelligence](https://www.fcfcoa.gov.au/pd/pd-ai) (checked 2026-09-16)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*