Know what's in the file. Prove what isn't.
What's in the file, what's missing, and what to ask for next. Ordernize organizes the production and turns the gaps into the next discovery request.
The day the production lands.
A 300-document production becomes Bates-numbered folders and a structured inventory in minutes. Every document classified into the 22 categories. Uncertain items flagged for review. See how the pipeline works.
The missing periods, listed.
Each gap has the institution, account number, and date range, anchored to the filing date. Entities and trusts get their own coverage sections, so the LLC's accounts are on the list too.
Named request waves, language filled in.
Group outstanding gaps into named discovery waves. Request language comes from 19 forensic-accounting templates, with account numbers and date ranges already filled. Each wave exports its own Excel.
Items move Triage to Requested to Resolved, and resolve when the documents arrive in a later production.
Not sure what to ask for? Start with the checklist.
Ready for counsel, and for the accountant.
The IOD workbook and Bates-numbered folders are what the forensic accountant works from, and a record that every document was reviewed. When completeness of discovery is questioned, the answer is an exhibit.
Works with your forensic accountant.
You work the discovery record and the request waves. Your forensic accountant works the extracted data, the coverage, and the IOD. Same organized production. Nobody re-sorts the box. See the forensic-accountant side.
AES-256 at rest, TLS 1.3 in transit, Google Cloud SOC 2 Type II. Never used to train 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