The chronology, the disclosure and the letter, with the personal material handled carefully.

Load the correspondence and statements into the matter, build the chronology, and abstract the disclosure into a grid you write yourself.

Family

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Document Review · Hartwell matter · contract screen0/12 filled

Document	Parties and effective dateTEXT	Term and renewalTEXT	Limitation of liabilityTEXT	Governing lawTEXT
nda-hartwell-meridian.txt
saas-agreement-northgate.txt
board-minutes-hartwell.txt

Bank statements and valuations read into a matter, ready for a grid built from your own questions.

Before

A financial remedy file is bank statements, pension valuations, property particulars and a Form E that does not add up, and somebody has to build the chronology by hand at eleven at night.

Nobody sends a family lawyer a tidy data room; they send a carrier bag and a Dropbox link, and children's names and medical detail sit in the middle of it.

The law that matters is often first-instance and recent, reported on Find Case Law before it is anywhere else, and a general assistant asked about the current approach will produce something plausible and possibly invented.

After

The Chronology Builder extracts dated events from the correspondence and statements into one chronology, flagging gaps and conflicts rather than smoothing them over.

The financial disclosure goes into a grid you write yourself: institution and account, unexplained transfers over a threshold, CETV and valuation date, each cell quoting the source text.

The client letter goes out as Prepare for Client Update, plain English, ending with the decision you need from them, shared as a passcode link with an email gate.

A family lawyer in a quiet consultation room with a client.

Grounded on the matter

The correspondence, statements and Form E go into the matter, and the Research Agent's Local-Document Retrieval sub-agent is bounded by permissions, so a restricted family matter stays restricted rather than assumed private.

See how matters work

Matters · Project Halcyon · SPA warranties and disclosureOpen

Project Halcyon: SPA warranties and disclosure

Buy-side warranty review, disclosure analysis and cited due-diligence grid.

Client: Halcyon Bidco Ltd
Reference: WC-2026-0412
Practice area: Corporate / M&A
Jurisdiction: England and Wales
Responsible partner: E. Vance

No conflict check on file.

Chat, on this matter

Compare warranties with the disclosure letter.

Three high-priority exceptions require action: the unregistered charge, the change-of-control right and the tribunal claim.

Send a message… (@ to mention tools)BalancedPrepare for

25 Aug
Disclosure exceptions matrix
Chat
21 Aug
Disclosure exceptions matrix
Run · completed · 560 credits
18 Aug
Project Halcyon: Disclosure Letter
Document · indexed
16 Aug
Project Halcyon: Share Purchase Agreement
Document · indexed
4 Aug
Matter opened
Opened

The matter for a financial remedy file, a restricted match flagged without the detail shown.

A memo, not a chat

Your own columns, institution and account, unexplained transfers, pension CETV, put the disclosure into a grid rather than a spreadsheet built by hand. Every cell carries the quoted line from the bank statement or valuation behind it.

See the review grid

A review grid: documents down the side, questions across the top, and a cited answer in every cell. — Financial disclosure against your own columns, an unexplained transfer quoted from the statement.

Verified, then shareable

A treatment pass runs on every case relied on in the chronology's legal point, assigning good law, followed, distinguished or needs a check, with the citing-case evidence. The client letter shares as a passcode link with a seven-day expiry, every view logged.

See how verification works

Authorities · 14 · Where we looked

#	Reference	Source	Verdict
1	Tillman v Egon Zehnder Ltd [2019] UKSC 32	—	not yet checked
2	Working Time Regulations 1998 SI 1998/1833, regs 4 to 5, 10 to 14	—	not yet checked
3	Coppage v Safety Net Security Ltd [2013] EWCA Civ 1176	—	not yet checked
4	UK GDPR, Articles 6 and 9 Retained Regulation (EU) 2016/679	—	not yet checked
5	Employment Rights Act 1996, s 1 c 18	—	not yet checked
6	Harlow v Artemis International [2008] EWHC 1126 (QB)	—	not yet checked

The case behind a financial-remedy point, checked before the letter relies on it.

Named, not generic.

Each agent is built for one kind of work, carries its own protocols and returns the same six-tab run. These are the ones this desk reaches for.

What a run costs.

Usage is metered in credits per matter, so building a chronology or drafting the letter shows its own cost rather than a blended hourly guess.

See pricing

What you will say before you try it.

This material is more sensitive than a commercial document.: A PII screen runs on agent runs with an allow-list, and a restricted matter stays restricted, including in conflict-check results, which are redacted for anyone not on the file. Nothing leaves the firm unless someone deliberately creates a share link.
Do you offer ethical walls between family teams?: We do not claim them. What exists is restricted matters with permission-bounded document retrieval and conflict results redacted per reader. Information barriers as a named feature are not built, and we will not describe them as if they were.
The financial remedy law here is recent and first-instance.: The Research Agent retrieves from legislation.gov.uk, Find Case Law and BAILII, and every case it relies on is checked against the source it cites, arriving verified, needs a check or not found.

Nearby desks.

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Build a chronology from one of your own bundles.

No card, ten minutes. Ask for a chronology with the source against every entry.

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