FA Preliminary

Sample data

Financial Discovery — Core · Financials & discovery

Workflow

Description

Preliminary FA review before supporting documents arrive (Stage 3). Use when a party's Financial Affidavit is uploaded - flags form errors, math problems, inconsistencies. Run per party.

Next step

Financial Intake

Financial Discovery — Core

Templates (0)

No templates for this skill.

Reference files (0)

No reference files.

Where this shows up

Affidavit →

Other skills in Financial Discovery — Core

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