Upload the production. Get the inventory, the Bates folders, and the missing-statement list.
200 to 500 documents: bank statements, tax returns, deeds, brokerage records, loan agreements. A paralegal reads each page, classifies it, types the fields, formats the workbook.
ZIP, PDFs, images. Hundreds of pages at once. Dedup and Bates detection on the way in.
22 IOD categories. Institution, account, dates, balances. Uncertain items go to review, not into the file.
IOD workbook, missing-items report, Bates-numbered folders.
Once accounts and periods are extracted, Ordernize maps coverage against the case timeline and hands you the gap list: institution, account, date range. One click turns that list into a discovery request.
See Missing ItemsThe IOD in the format you already file. Editable fields. Coverage per account.
For forensic accountantsBates folders, inventory, and discovery requests from documented gaps.
For family-law attorneysNine sections, drafted from the inventory. Cash and debts at date of filing, investments at current value, each number linked to its source page. Anything unsourced is flagged and stays out of the totals. Export the ED template as .xlsx.
Explore Equitable DistributionAES-256 at rest, TLS 1.3 in transit, Google Cloud SOC 2 Type II, case-level isolation. Never used to train models.
You upload the case file. Ordernize classifies every document into the 22 IOD categories, extracts institution, account, dates, and balances, and exports a court-ready Inventory of Documents with Bates-numbered folders.
Under 10 minutes. The same production typically takes a paralegal a full day of sorting, typing, and reformatting.
Yes. The IOD workbook matches the spreadsheet format, category numbering, and Bates conventions forensic accountants already file. The same export includes the missing-items report and Bates folders.
Every field is reviewable and editable before export. Uncertain items go to a review queue instead of being filed.
AES-256 at rest, TLS 1.3 in transit, hosted on Google Cloud SOC 2 Type II infrastructure, with case-level isolation. Customer data is never used to train AI models. Full detail on the security page.
Bring a real production. We'll run it and contact you within one business day.