Upload the full case file. Ordernize classifies every document, extracts key data, and generates court‑ready inventories, replacing days of paralegal work.
A typical family law case involves 200 to 500 documents: bank statements, tax returns, deeds, brokerage records, loan agreements. Today, a paralegal manually reviews each page, classifies it, enters the data, and formats the inventory. It takes a full day or more per case.
ZIP, PDFs, images: hundreds of pages at once. Automatic de-duplication and Bates detection.
Multi-modal: text + layout. Classified into 22 categories with confidence scoring. Structured fields extracted: institutions, account numbers, dates, balances.
IOD Excel workbook, missing-items report, Bates-numbered folders. Drop into the court filing or hand to counsel.
22 document types recognized automatically. Confidence scoring with a human-review queue. Multi-modal analysis reads text AND visual layout of each page.
Learn moreInstitutions, account numbers, dates, balances. Auto-dedup catches the same account across statement periods. Entity normalization merges spelling variants.
Learn moreIOD Excel workbook with all 22 categories. Missing-items gap analysis. Organized Bates-numbered folders. One-click download, ready to deliver.
Learn moreBuilt-in PDF and image viewer. Edit extracted data inline with autocomplete. Bulk move, reassign, merge. Real-time processing status.
Learn moreSmart deduplication across the case. Bulk entity cleanup and merge. Multi-placement for documents spanning categories. Owner assignment with bulk ops.
Learn moreAn inventory tells you what's in the file. The case turns on what isn't. Ordernize maps every account's statement coverage against the case timeline and hands you the gap list — before opposing counsel does.
For every account in the case, Ordernize plots which statement periods you hold and which are missing — anchored to the filing date or today, your call. A March statement with no April behind it isn't a footnote. It's a flagged gap with an account, an institution, and a date range attached.
Missing items aren't a static report — they're a working queue. Triage what matters, mark what's been requested, and watch items resolve automatically as the documents arrive. Entity and trust accounts get their own coverage sections, so nothing hides behind an LLC.
One click turns the outstanding list into a discovery request letter — organized by institution and account, with the exact statement periods spelled out. No re-typing account numbers into a Word template at 6 p.m.
The inventory proves what you collected. The gap analysis proves you looked.
Every document viewable alongside its AI-extracted fields. Review, edit, approve in one place.
Your value is the analysis — tracing income, finding the unreported account, reconstructing the marital estate. Ordernize eliminates the day of sorting and data entry that stands between the production and that work.
You don't need another document repository — you need to know what's in the file, what's missing, and what to ask for in the next discovery request. Ordernize turns a 300-document production into an organized, Bates-numbered case file and drafts the follow-up request from the gaps it finds.
A 300-document case that takes a paralegal an entire day to inventory and organize? Ordernize processes it in under ten minutes.
Outputs match how forensic accountants already work: proper Bates numbering, IOD categories, and the exact spreadsheet format used in practice.
Built with forensic accountants, not just for them. Classification rules, output formats, and edge cases come from people who do this work on real cases.
We're building the next step: an AI agent that drafts equitable-distribution worksheets from the case record you've already organized. Not a black box — every balance, every date, every figure in the draft links back to the exact source page it came from. If a number can't be traced, it doesn't go in the worksheet.
Equitable Distribution is in active development with practicing forensic accountants, the same way we built the inventory pipeline. Early-access participants shape what ships — and see their edge cases handled first.
Citation-linked by design. You can audit the agent the same way you'd audit a junior analyst — except this one shows its work on every line.
Join the early access listFamily law cases contain bank statements, tax returns, and financial records. Every document uploaded to Ordernize is encrypted in transit and at rest, and isolated to your workspace.
AES-256 encryption, same standard used by banks and government agencies.
TLS 1.3 on every connection. Documents never exposed during upload, processing, or download.
Hosted on SOC 2 Type II infrastructure. Continuous monitoring and audit logging.
Each case stored in its own isolated environment. No data shared between cases, clients, or used to train AI models.
The questions we hear most from forensic accountants and family-law teams sizing up Ordernize on a real case file.
It replaces the paralegal's document-organization pass. You upload an entire case file and Ordernize classifies every document into the 22 IOD categories, extracts the structured fields (institution, account number, statement dates, balances, parties), and produces a court-ready Inventory of Documents workbook with Bates-numbered folders.
Under 10 minutes end to end. The same case typically costs a paralegal a full day of manual sorting, data entry, and reformatting before any substantive analysis can begin.
22 categories spanning the financial and legal records in a family-law file: bank and brokerage statements, credit-card statements, tax returns, deeds and real-estate records, retirement accounts, income and loan documents, court filings, and more. Each document receives a confidence score, and low-confidence items route to a human-review queue rather than being filed silently.
Court-ready. The IOD workbook matches the exact spreadsheet format, category numbering, and Bates conventions forensic accountants already file. A single export gives you the inventory, a missing-items gap report, and organized Bates-numbered folders.
Every field is reviewable and editable before export. Extraction is multi-modal (page text plus visual layout) with confidence scoring, entity de-duplication merges the same account across statement periods, and anything uncertain is flagged for review rather than guessed.
Documents are encrypted with AES-256 at rest and TLS 1.3 in transit, hosted on SOC 2 Type II infrastructure with case-level isolation. Your data is never used to train AI models. Full detail lives on the security page.
It computes coverage per account. Once statements are classified and their periods extracted, Ordernize maps every account's timeline against a coverage window anchored to the filing date or today, and flags the periods with no statement behind them. Each gap carries the institution, account, and exact date range — and the outstanding list can be turned into a discovery request letter in one click. Gaps resolve automatically when the missing documents arrive in a later production.
It's in development, available through early access. The ED agent drafts distribution-analysis worksheets from the organized case record, with every figure citation-linked to the source page it came from — no untraceable numbers. We're building it alongside practicing forensic accountants, the same way we built the inventory pipeline. If you want to shape it (and get your edge cases handled first), join the early access list.
Forensic accountants and the family-law teams who work with them. It was built alongside practicing forensic accountants, so the categories, outputs, and edge-case rules match how the work is actually done, not a generic document-AI wrapper.
See Ordernize run on a real case file. Our team contacts you within one business day to schedule your demo. Your information stays private and is never used to train AI.