True Records

Save more than money save time. When you and your staff are overwhelmed with divorce financial discovery documents from opposing counsel, or even your own clients, delegate your divorce financial discovery to us! It is sometimes impractical and impossible to find the time to organize, review, and analyze divorce financial discovery documents to you... r satisfaction. Reprioritize your practice through delegation to become more productive and profitable! Do you want to know which financial documents you have received? We confirm the bank, account, and date of the documents. We track and relabel every statement by date, institution, account type, and last four account numbers for quick identification and retrieval, even if they reside within a multi-account statement. We provide Gap Analysis reports, designed to be easy to read, identify received and missing documents, and formatted to be quickly forwarded to opposing counsel when resolving discovery issues, saving you both time and frustration. Do you want to find purchases from a jewelry store, cash withdrawals, or other transactions of interest? No problem, we do more than verify statements. We capture the transactions, organize and categorize them, and place them in a searchable document that includes all accounts. Additionally, our searchable report provides payee, city, state, and date fields, making access to the information easy to narrow down and quick to retrieve. Furthermore, we include the name and statement date from which the transaction was captured, making the trace back to the original statement painless. We remove the frustration of looking for details across months of statements, multiple financial institutions, with different layouts and formats. We provide information by Chapter, Page, and Verse. TrueRecords offers automated solutions to address many of the mundane and time-consuming processes in financial discovery. Using our experience in Agile project management, financial management, and business process analysis, True Records provides ...Read More