Know what's in the file. Prove what isn't.
You don't need another document repository. You need to know what you have, what's missing, and what to ask for next — with the paper trail to back it up. Ordernize organizes the production and turns its gaps into your next discovery request.
The day the production lands.
A 300-document production becomes Bates-numbered folders and a structured inventory in minutes — before the other side's paralegal has opened the box. Every document classified into the 22 standard categories, uncertain items flagged for review, nothing filed silently. See how the pipeline works.
Gaps are leverage.
Every missing statement period surfaces with the institution, the account number, and the exact date range — anchored to the filing date. An incomplete production stops being a hunch and becomes a documented list. And because entities and trusts get their own coverage sections, the LLC's accounts are on that list too.
Request waves that track themselves.
Group outstanding gaps into named discovery request waves, with request language generated from 19 forensic-accounting templates — statements with canceled checks, tax returns with all schedules, W-2s, 1099s, K-1s, trust asset listings, entity catch-alls, and more. Each wave exports its own Excel, so every follow-up request is its own artifact.
As documents come back, items move Triage → Requested → Resolved — resolving automatically when they arrive in a later production. The record of who was asked for what, and when, keeps itself.
Not sure what to ask for? Start with the checklist.
Court-ready, hand-off ready.
The IOD workbook and Bates-numbered folders are the foundation your forensic accountant builds the analysis on — and a defensible record that every document in the production was reviewed, classified, and accounted for. When the completeness of discovery is questioned, the answer is an exhibit, not a recollection.
Works with your forensic accountant.
Same case, two lenses. You work the discovery record and the request waves; your forensic accountant works the extracted data, the coverage math, and the IOD. Both start from the same organized production — nobody re-sorts the box. See the forensic-accountant side.
Client documents are encrypted with AES-256 at rest and TLS 1.3 in transit, on SOC 2 Type II infrastructure — never used to train AI models. Read the security page.
Bring a real production to the demo.
Schedule a demo and watch a full case file become an organized inventory, a documented gap list, and a drafted discovery request.
Schedule a demo