Financial Disclosure
Financial disclosure with the evidence connected
Pivot's initial application, built for legal teams, brings financial statements, figures and source documents together for preparation and review.
Prepare the record
Bring the relevant documents and statements into the work. Examine extracted information alongside its sources, and keep attribution visible as the record develops.
Investigate through conversation
Ask where a figure came from, examine the relevant information and identify what needs closer review. Use the document and review views to inspect the evidence behind the response.
Examine differences in context
Two figures may refer to different dates, accounts or valuation bases. Compare the relevant statements and sources before deciding how a difference should be treated.
Keep the professional decision visible
The lawyer decides how a difference should be treated. Pivot records acceptance, rejection or edits with the review reason. The original declared value remains available alongside the professional's treatment of it.
See the workflow
See Pivot's financial-disclosure application in a demonstration of preparation and professional review. Bring the requirements of your firm's workflow.
Questions
See Pivot's financial-disclosure application in a demonstration. We will walk through preparation and review, and discuss access and integration requirements with your firm.
AI finds source material, extracts information and prepares it for professional review. People examine the sources and decide how information should be used.
The lawyer assesses the significance of evidence, investigates differences and decides how information should be used. AI prepares material and helps the lawyer explore the record. A model response does not itself record a professional decision.
See our pricing page for the current per-matter model, team access and usage terms for legal teams. Contact us to discuss your firm's requirements.