Discovery Gap

Sample data

Financial Discovery — Core · Financials & discovery

Workflow

Description

Case-wide discovery gap analysis (Stage 7). Use after both parties' FAs and documents are reviewed - produces the gap chart and pre-mediation discovery readiness memo.

Next step

Discovery Router

Financial Discovery — Core

Templates (0)

No templates for this skill.

Reference files (0)

No reference files.

Where this shows up

Discovery →

Other skills in Financial Discovery — Core

Cert Of Compliance
Deep Scan
Disco Intake Prep
Disco Organization
Disco QC
Disco Tracker
Discovery Router
ED Chart
FA Builder
FA Crosscheck
FA Preliminary
Financial Intake
Financial Prep Orchestrator
Income Assessor
OP Disco Review