Workflow
Overview
CaseMark's Financial Affidavit skill automates the drafting of sworn financial disclosure statements for family law proceedings. It transforms raw financial records into jurisdiction-compliant affidavits covering income, expenses, assets, and liabilities with proper verification language. The result is a comprehensive, internally consistent document ready for review, signature, and filing.
Preparing financial affidavits for family law proceedings is one of the most tedious and error-prone tasks in domestic relations practice. Attorneys must manually compile data from dozens of financial documents, organize it into jurisdiction-specific formats, ensure every income source and liability is captured, and verify that all figures are internally consistent — a process that can take hours per client and carries significant risk of costly omissions.
CaseMark automates the entire financial affidavit drafting process by extracting data from uploaded financial records and organizing it into a comprehensive, jurisdiction-compliant sworn disclosure. The AI handles income categorization, expense itemization, asset valuation, liability scheduling, and verification language — producing a polished draft that attorneys can review and finalize in a fraction of the time.