Financial Intake

Sample data

Financial Discovery — Core · Financials & discovery

Workflow

Description

Opens a new financial discovery matter (Stages 1-2). Use to establish case context and produce the case summary memo from initial pleadings. Always run before other financial work.

Next step

Financial Prep Orchestrator

Financial Discovery — Core

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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
FA Preliminary
Financial Prep Orchestrator
Income Assessor
OP Disco Review