One case workflow from upload to output.
Every document sorted into the right case category.
Ordernize reads text and visual layout together, scores its confidence, and sorts each document into one of 22 standard categories. Anything it's not sure about goes to a human-review queue instead of getting filed silently.
Turn financial records into reviewable fields.
Institutions, account numbers, dates, and balances. The same account is matched across statement periods, so one Chase account stays one line instead of four.
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.
PDFs and images sit next to the editable fields, so you check a value without leaving the page. Autocomplete speeds entry. Bulk move, reassign, and merge handle corrections that touch many documents at once, and status updates in real time.
Keep case entities coherent as the file grows.
The same institution shows up spelled three different ways, and a document that belongs in both Bank and Income shouldn't have to pick one. Ordernize merges aliases into a single entity, places a document in every category it spans without duplicating it, and lets you assign owners to a whole batch at once instead of one document at a time.
Find the documents that were never produced.
For every bank, brokerage, credit-card, and loan account, Ordernize computes which statement periods exist and which don't, against a window anchored to the filing date or today.
Items move Triage to Requested to Resolved, and resolve when the documents arrive. The outstanding list becomes a discovery request with institutions, accounts, and date ranges.
- 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 the ED tab and Ordernize drafts the marital balance sheet from the inventory. Cash and debts at date of filing, investments at current value, a citation on every filled figure. If a number can't be traced, it doesn't go in.
Unsourced rows are flagged and held out of the totals. Export a .xlsx in the ED template, stamped DRAFT until the last flag clears.
Explore Equitable DistributionSee the full document workflow end to end.
Bring a production. We'll walk it from upload to export.
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