Open the family matter
Keep the parties, property, debts, support details, and current stage together.
Legal Office US · Early access
Organize the financial record before drafting begins.
Keep financial disclosures, assets, debts, document requests, assigned staff, and attorney review in one family-matter view.
Need several workflows or a tailored rollout? Configure it with usDIVORCE MATTER NOT READY
Missing2025 tax return
Assigned toClient coordinator
Next stepRequest the missing tax return
Attorney reviewRequired before any deadline, filing, final document, or external action
What slows the divorce and family-property down?
Financial disclosures arrive out of order and in separate threads.
Support and property notes stay in notebooks or private files.
A W-2 needs to be requested again, but nobody owns the follow-up.
One family matter view, one clear next action
- ✓ Financial records and disclosures in one place
- ✓ Missing documents visible before drafting begins
- ✓ Every request assigned to a responsible person
- ✓ Attorney review visible before filing or external action
From intake to attorney review
Add financial records
Collect disclosures, tax returns, W-2s, statements, and property records.
Surface missing items
See which record or confirmation is preventing the matter from moving forward.
Assign the next step
Give each request or follow-up to a specific person.
Send the matter to attorney review
The attorney reviews the matter before drafting, filing, or external action.
What the workflow keeps together
Parties and matter details
Income and financial disclosures
Assets, debts, and property records
Missing items and document requests
Next steps and responsible staff
Attorney review history
Adapt the family-matter checklist to the court and jurisdiction.
Your firm confirms the state, county, court, filing, service, and deadline requirements that apply. The workflow organizes source materials and review without making legal decisions for the firm.
How do you want to start?
It is the same system — choose the way you want to begin.
Use the ready workflow
Start with the prepared matter workflow and adjust fields, checklists, and roles to match your firm.
Organize your next divorce and property matterConfigure it with us
Need multiple workflows, integrations, or a firm-wide rollout? Configuration support is available.
Configure it with usDon’t see your matter type?
Start with a flexible matter for documents, tasks, responsible staff, missing items, and attorney review. Add your own checklist or configure the workflow with us.
Configure this matter with usThe firm stays in control
Robo Connector organizes matter data, documents, missing items, and tasks. Legal judgment, deadlines, final documents, filings, submissions, and client advice stay with the firm.
Security, privacy, and legal boundaries