Discovery
Sample dataMandatory disclosure — Fla. Fam. L. R. P. 12.285 Sample — verify before use
Discovery workflow (v3.3)
Runs on this computerNext best action
Send deficiency letter for opposing's missing brokerage and retirement statements
Items our client uploads in the portal appear here automatically, tagged "Client portal". Learn: mandatory disclosure · deficiency letter · RFP
Our client — Marcus Rivera
67% coveragePay stubs
Last 6 months· Client portal
W-2 / 1099
2023–2025· Client portal
Federal tax returns
2023–2025
Bank statements
12 months· Firm upload
Brokerage statements
12 months
Retirement statements
Most recent· Client portal
Debt / credit card statements
Most recent
Deeds & titles
Current
Health insurance cost
Current
Business records
—
Gaps: Federal tax returns, Brokerage statements, Health insurance cost
Opposing — Elena Rivera
63% coveragePay stubs
Last 6 months
W-2 / 1099
2023–2025
Federal tax returns
2023–2025
Bank statements
12 months
Brokerage statements
12 months
Retirement statements
Most recent
Debt / credit card statements
Most recent
Deeds & titles
Current
Health insurance cost
Current
Business records
—
Gaps: Brokerage statements, Retirement statements, Debt / credit card statements
Don't type confidential facts.
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OP Disco Review
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Cert Of Compliance
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