What family lawyers collect from clients
By Arthur Teboul, DokuTrak · Published
In short
Divorce and family law attorneys collect tax returns, pay stubs, W-2s, bank, credit card, investment and mortgage statements, plus marriage and birth certificates, for financial disclosure. Requests go out early in the case, since most courts set deadlines for the financial affidavit. The friction: accounts held in the other spouse’s name, missing years, and clients unsure which accounts count.
Family lawyers
Financial disclosure asks each spouse to show income, assets and debts, usually over several years, and the documents are spread across employers, banks, brokers and lenders. Many courts require a sworn financial statement with supporting documents, so the first request is broad.
Cases stall when one spouse handled the money and the other has no access to the accounts, when retirement or brokerage statements cover only part of the period, or when the paperwork is emotionally hard to face. A clear request per document, with the period spelled out, gives the client one small task at a time.
Request guides
More guides are published every day.
Ask once. DokuTrak does the chasing.
- Your client uploads from one link, with no account and no password.
- Reminders go out on a schedule, by default 2, 5, 10 and 14 days after the request, until the file arrives.
- With AI review switched on in your workspace (it is off by default), each upload gets a first pass that flags a file that is not the requested document or an unreadable or blurry scan. It says so when it is not sure.
- You accept every file or mark it for re-upload, and your client gets the note by email. The AI never accepts a file.