Upload your client's bank and credit card statements. Affidata reads every page, categorizes every transaction, and drafts the financial disclosure forms your court requires.
Financial disclosure is the most time-consuming part of a family law matter. Affidata turns days of manual work into minutes.
Connect a client's accounts through Plaid. Affidata pulls every transaction, categorizes it, charts where the money goes, flags income that wasn't declared, and drafts the disclosure forms. Click through the tabs.
| Date | Description | Category | Amount |
|---|---|---|---|
| 06/14 | Direct deposit — Northgate Health | Income | +$3,180.00 |
| 06/13 | Trader Joe's | Groceries | −$92.40 |
| 06/12 | Greystar Apartments — rent | Housing | −$2,150.00 |
| 06/11 | Shell | Transport | −$48.20 |
| 06/10 | Zelle — side gig Not declared | Income | +$450.00 |
| 06/09 | Netflix | Subscription | −$15.49 |
| 06/08 | Amazon | Shopping | −$64.18 |
| 06/07 | Starbucks | Dining | −$6.75 |
| 06/06 | PG&E | Utilities | −$138.02 |
| 06/05 | Costco | Groceries | −$214.55 |
| 06/04 | Chipotle | Dining | −$18.90 |
| 06/03 | Chevron | Transport | −$52.10 |
| Income stream | Monthly avg | On FL-150? |
|---|---|---|
| W-2 payroll — Northgate Health | $6,200 | Declared |
| Zelle — recurring inflows | $780 | Not declared |
| Cash App — side gig | $400 | Not declared |
Illustrative sample · a typical client's accounts, with California disclosure mapping (FL-150 / FL-142)
Affidata handles collection, organization, and form generation so your team doesn't have to.
Send clients a secure link. They upload statements through a simple portal — no tech skills required, no missing pages.
Scanned, exported, or photographed — Affidata reads bank and card PDFs and pulls every transaction with metadata.
Transactions are grouped into income, expenses, and asset categories so you can verify income and spending fast.
Generate your jurisdiction's financial disclosure forms straight from the organized data, ready for your review.
Search across every transaction, flag items, add notes, and produce only what you need for the case.
SOC 2 Type II practices and bank-grade encryption keep sensitive client financials protected end to end.
No new software for your clients to learn and no manual data entry for your team.
Send a secure collection link. Your client uploads their bank and card statements through a guided portal.
Statements are read, transactions extracted and categorized, and income and spending summarized automatically.
Review the data, generate the financial disclosure forms, and export exactly what the court requires.
"We used to lose a full paralegal day to every financial disclosure. With Affidata it's a coffee break. The forms come out clean and our clients actually finish the upload."
Family law partner · early-access firm
Run your next financial disclosure through Affidata. No credit card — see the time savings on your first real case.
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