Workflow
Financial Affidavit
Overview
CaseMark's Financial Affidavit skill automates the drafting of sworn financial disclosures for family law proceedings, transforming stacks of financial records into organized, jurisdiction-compliant affidavits. The AI extracts data from pay stubs, tax returns, bank statements, and loan documents to produce comprehensive financial statements covering income, expenses, assets, and liabilities. Each affidavit includes proper verification language and is structured to satisfy mandatory disclosure requirements across jurisdictions.
Preparing financial affidavits for family law proceedings is one of the most tedious and error-prone tasks in domestic relations practice. Attorneys must manually extract figures from dozens of financial documents, categorize income across multiple sources, itemize monthly expenses, inventory assets with current valuations, and compile liability schedules — all while ensuring the final product complies with jurisdiction-specific form requirements and contains proper sworn verification language.
CaseMark automates the entire financial affidavit drafting process by analyzing uploaded financial records and organizing extracted data into a jurisdiction-compliant sworn disclosure. The AI handles income categorization, expense itemization, asset valuation summaries, and liability scheduling while performing internal consistency checks to catch discrepancies. The result is a polished, court-ready financial affidavit with proper verification language that attorneys can review, refine, and file with confidence.