One case workflow from upload to output.
Every document sorted into the right case category.
Ordernize recognizes 22 document types automatically, scores confidence, and routes uncertain files into a human-review queue. Multi-modal analysis reads text and visual layout together.
Turn financial records into reviewable fields.
Ordernize extracts institutions, account numbers, dates, and balances, then matches repeated accounts across statement periods. Ordernize merges spelling variants and institution aliases, so the case record stays clean as new documents arrive.
Deliver the inventory, report, and folders together.
Ordernize turns reviewed case documents into an IOD Excel workbook across 22 categories, a missing-items gap-analysis report, and Bates-numbered organized folders.
Review the source and extracted data side by side.
Ordernize keeps PDFs and images beside editable fields, autocomplete, bulk move, reassign, merge, and real-time processing status so teams approve outputs with context.
Keep case entities coherent as the file grows.
Merge aliases so repeated institutions and parties stay tied to the same case entity. Place documents that span categories in more than one path without losing the original relationship. Assign owners across groups of documents once the case team has the context to classify them together.
Find the documents that were never produced.
Classification and extraction tell you what's in the production. Missing Items inverts the question: for every bank, brokerage, credit-card, and loan account in the case, Ordernize computes which statement periods exist and which don't — measured against a coverage window you anchor to the filing date or the current date. Gaps surface per account, per period, not as a vague "request more records."
The result is a working queue, not a PDF that goes stale. New items land in Triage, move to Requested when you've asked for them, and resolve automatically when the documents show up in a later production. When it's time to go back to opposing counsel, Ordernize drafts the discovery request letter from the outstanding list — institutions, account numbers, and exact date ranges included.
- Per-account coverage windows — statement-period gap analysis for every account, anchored to the filing date or today.
- Triage → Requested → Resolved lifecycle — a persistent workbench that tracks every gap from discovery to receipt, resolving items as documents arrive.
- Generated request letters — discovery requests drafted directly from the gap list, organized by institution with exact periods.
- Entity and trust coverage — dedicated sections for business and trust accounts, plus the ability to attach manually identified items to any inventory target.
Nine sections, one standard: every figure cited.
Open a case's ED tab and Ordernize drafts the full marital balance sheet — Cash in Banks through Liabilities / Debts / Credit Cards — from the documents already in the inventory. Cash and debts take date-of-filing balances from the statement that actually covers the filing date; investments and retirement take current values. Every machine-filled value cites its document, Bates number, page, and the exact field it came from. If a number can't be traced, it doesn't go in the worksheet.
Anything unsourceable is flagged — with the reason, the evidence, and what to enter — and held out of the totals until you resolve it. When the review is done, export a real .xlsx into the ED template: REF numbering, party-allocation formulas, section totals, stamped DRAFT until the last flag clears.
Explore Equitable DistributionSee the full document workflow end to end.
Schedule a demo to walk through upload, classification, extraction, review, entity cleanup, missing-items gap analysis, and export.
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