Every question we hear before the demo.

It replaces the document-organization pass that eats the first day of a case. Upload the full case file and Ordernize classifies every document into the 22 standard IOD categories, extracts the structured fields — institution, account number, statement period, balances, parties — and produces a court-ready Inventory of Documents workbook with Bates-numbered folders. The step-by-step version is on the how it works page.

Under 10 minutes end to end. The same production typically costs a paralegal a full day of sorting, hand-typing, and reformatting before any substantive analysis can begin.

22 categories covering 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. Every 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 spreadsheet format, category numbering, and Bates conventions forensic accountants already file — no reformatting pass. A single export gives you the inventory, the missing-items gap report, and organized Bates-numbered folders.

Every extracted field is reviewable and editable before anything exports. Extraction is multi-modal — page text plus visual layout — with confidence scoring, the same account is matched across statement periods so one bank account does not become four inventory lines, and anything uncertain is flagged for review rather than guessed.

ZIP archives, PDFs, and images — hundreds of pages at once. Upload the production exactly as it arrived: no naming conventions, no cover sheets, no pre-sorting. De-duplication and Bates detection are handled on the way in.

The forensic accountant's master index of everything produced in a case: each document classified into one of 22 standard categories, with its Bates range and a description. It's the working foundation for the financial analysis and the record that the production was reviewed in full. The long answer lives in our guide: What Is an Inventory of Documents?

By computing coverage per account. Once statements are classified and their periods extracted, Ordernize maps every account's timeline against the coverage window and flags the periods with no statement behind them. Each gap carries the institution, the account, and the exact date range — a documented list, not a hunch. The full picture is on the Missing Items page.

A configurable lookback — 24 months by default — with the end date anchored to today or to the filing date, your call. Set the window to match the discovery demand and every account in the case is measured against the same standard.

It enters a lifecycle. New gaps land in Triage, move to Requested when you ask for them, and resolve automatically when the documents arrive in a later production. Per-item notes keep the paper trail on each gap — who was asked, when, and what came back.

Request language drafted from 19 forensic-accounting templates — statements with canceled checks, tax returns with all schedules, W-2/1099/K-1, real-estate acquisition packets, trust asset listings, entity catch-alls, and more — each populated with the specific institution, account, and date range. Outstanding items group into named request waves, so the second request is its own artifact, not a re-send of the first.

Yes — to Excel, three ways: the full list, per-party, or per-request-wave. Send opposing counsel exactly the wave you're asking about, nothing else.

They get their own coverage sections. Entity and trust accounts are tracked like any personal account, so nothing hides behind an LLC. You can also add manual items and attach them to the real accounts, entities, and trusts already in the inventory.

Yes. Empty-category detection flags IOD categories with nothing behind them, and missing-standard-document detection flags the standard documents a case file should contain but doesn't — before anyone notices the hard way.

AES-256 encryption at rest, TLS 1.3 in transit, hosted on SOC 2 Type II infrastructure with case-level isolation — no data shared between cases or clients. The full detail is on the security page.

No — never. Customer documents and extracted data are processed for your case and nothing else. They're not used to train AI models. The commitment is stated plainly on the security page.

Yes — that's the design. Every classification and every extracted field is reviewable and editable before export, uncertain items are confidence-flagged into a review queue, and nothing gets silently filed. You approve the result; the AI just does the typing.

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.

Schedule it through the form on the homepage — our team contacts you within one business day. The demo is the workflow run live, from upload to court-ready output; bring a real production if you can.

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.

Pricing is available by demo. Schedule one and we'll walk through it against your caseload.