Start the analysis on day one.
Tracing income, finding the unreported account, reconstructing the estate. Ordernize does the organization pass and hands back fields you can review and sign.
The first day is still spent building the inventory.
A production lands, and someone spends a day turning it into an IOD. One mistyped account number survives all the way to the report.
Data you can put your name on.
Every field is reviewable and editable, with the source page beside it. Uncertain items are flagged, not filed. The same account is matched across periods, so one Chase account doesn't become four inventory lines.
The format you already file.
The IOD workbook lands in the 22 standard categories, with Bates conventions and the spreadsheet layout you already file. The export is the deliverable. If the format is new: the IOD, explained.
Which periods you hold, and which you don't.
Coverage per account, 24-month lookback, anchored to the filing date or today. Entity and trust accounts get their own sections. Empty categories and missing standard documents are flagged too. The thin production becomes a list with institutions, accounts, and date ranges. See Missing Items.
Three deliverables, one export.
The IOD workbook, the missing-items report (full, per-party, or per-request-wave), and Bates-numbered folders as a ZIP.
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AES-256 at rest, TLS 1.3 in transit, Google Cloud SOC 2 Type II. Never used to train models. Read the security page.
See it run on one of your case files.
Schedule a demo and bring a real production. We'll walk from upload to the finished IOD workbook, coverage report, and Bates folders.
Schedule a demo