Index the disclosure file behind the financial statement
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Build an index of each disclosure document: name, date, pages, and the assets, debts, income or expenses it lists, with figures as printed. Write no sentence of the financial statement or of any form that will be filed or signed.
- What the lawyer must review
- Family Code § 2100(c) requires the disclosure itself: all assets and liabilities regardless of character, and all income and expenses, updated immediately when there is a material change, so that each party has full knowledge at an agreement or at trial. You prepare and sign the financial statement. The index is the map of the file. Opinion 512 does not let the tool take over a document you sign.
- Written for / version
- United States versionUSCth
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes extracting and organising information. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact 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.
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and remaining gaps.
- 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.