Applications
Workspaces shaped around the work.
Every workspace follows the same pattern: evidence, statements, requirements and a professional decision. What changes is the information each kind of work needs.
- LegalFirst application
Financial disclosure
- Evidence
- Bank statements, valuations and source documents
- Statements
- Each party's declared figures
- Requirements
- Information still to be disclosed or explained
- Decision
- The lawyer's review of each figure
- InsuranceConfigured application
Claims review
- Evidence
- The policy and supporting documents
- Statements
- Claimant accounts and expert reports
- Requirements
- Questions the claim must answer
- Decision
- The claims decision and its reasons
- Financial servicesConfigured application
Customer due diligence
- Evidence
- Ownership information and source-of-funds evidence
- Statements
- What the customer and third parties say
- Requirements
- Open questions to resolve
- Decision
- The risk decision
- Professional servicesConfigured application
Insolvency engagement
- Evidence
- Financial records
- Statements
- Third-party accounts
- Requirements
- Matters to investigate
- Decision
- The professional assessment
The first application
Financial disclosure brings financial statements, figures and source documents together for legal preparation and review.
Bring your own work
Insurance claims, due diligence and insolvency engagements run on the same workspace. If your work involves differing accounts and professional review, we can show you how it fits.
Questions
Financial disclosure for family law is Pivot's first application. The same workspace supports insurance claims, due diligence and insolvency work, configured with the methods each one needs.
A workspace organises the information, people and decisions connected to a piece of work. A legal matter, a claim review and a due diligence engagement each run as their own workspace.
No. Pivot helps prepare and organise information for review. A professional assesses its significance and decides how it should be used.