Their Fin Dec has errors.
Yours won't.

Theirs was typed from memory. Yours is drafted from the client's own bank records, with every figure traced to its source.

Accurate Fin Decs win cases.

The Documents tab of a matter, showing a Utah full financial disclosure workflow with six of twelve steps complete and one in progress, above three supplementary requests: a pending bank statement, a submitted 2025 W-2, and a completed witness request.

Divorce is already the hardest thing on their plate.

The paperwork shouldn't make it worse.

No trips to the bank.

No guessing budgets.

No homework packet.

20 minutes of guided questions from their phone, and they're done.

Direct bank connection

Connect the bank. Skip the guesswork.

Up to two years of transactions, statements, paystubs and W-2s arrive straight from the institution, and every expense line is filled from what the record actually shows.

  • PDF statements retrieved instantly from the bank
  • Paystubs and W-2s straight from payroll
  • Monthly expenses averaged from real transactions
Financial Declaration - Monthly Expenses
  • Food and household supplies$612/mo
    transactions:avg

    38 transactions across 6 months at Smiths, Harmons and Costco

  • Health care insurance$284/mo
    paystub:deduction

    Employer paystub, deduction line

  • Automobile payments$431/mo
    liabilities

    Payment reported by the lender, not averaged from the checking account

  • Child careBlank
    prompted:blank

    Nothing in the record supports a figure, so the client is asked

Text-message evidence

Text conversations gathered in seconds.

Your client taps a link, records their screen, and shares the recording. FirmSpan securely reads every message and surfaces the most important parts for your review.

  • No app, no fees, no more cluttered emails full of random screenshots
  • Years of messages analyzed into a short list of findings
  • Export original screenshots with visible timestamps and senders
The evidence review workspace: a ranked list of incidents on the left, led by "Taylor drives the children after drinking, once without Liam's booster seat", each tagged by category such as Child Endangerment, Spoliation and Undisclosed Income, beside the stitched text-message conversation they were drawn from.

Encrypted in transit and at rest. No AI models are ever trained on your clients' data.

Read exactly how privileged data is handled

Clio sync

Automatically synced to Clio.

No more manually moving documents. FirmSpan sends the Financial Declaration, Initial Disclosures, and all evidence exports straight to a linked matter in Clio.

  • No re-uploading by hand
  • Support for other practice-management platforms coming soon
  • One place to look, the place you already use
The Details tab of a matter, showing the client information card with name, phone, email, due date, status, and SMS consent, above a linked Clio Integration card naming the matter 00417-Jensen with fourteen records synced.

Client experience

It looks like your firm.

The invitation comes from your email address. The portal carries your name and logo. Clients see the firm they hired, start to finish.

  • Your logo and name on every client screen

Three ways to collect a financial declaration.

One clear winner.

  • Where the numbers come from

    The old way
    No: Memory and a shoebox of coffee-stained papers
    Other software
    Partly: Typed in by the client; statements uploaded by hand
    FirmSpan
    Yes: Pulled straight from the bank, up to two years back

  • Your client's time

    The old way
    No: Weeks of back-and-forth
    Other software
    Partly: Hours of data entry in a portal
    FirmSpan
    Yes: 30 minutes in a guided walkthrough

  • Initial Disclosures

    The old way
    No: Drafted separately, by hand
    Other software
    No: Financial declaration only
    FirmSpan
    Yes: Drafted in the same walkthrough

  • Evidence Gathering

    The old way
    No: Screenshots forwarded by email; someone listens to every call
    Other software
    No: Not offered
    FirmSpan
    Yes: Collected in minutes, transcribed and analyzed automatically

  • Clio

    The old way
    No: Re-uploaded by hand
    Other software
    Partly: Sign in with Clio; nothing syncs
    FirmSpan
    Yes: Documents and forms sync directly to the matter

“Other software” reflects the publicly described features of divorce financial-disclosure tools as of September 2026

Frequently asked questions

What is FirmSpan?

FirmSpan is automated discovery and disclosures software for family law firms. It collects a client's financial records directly from their bank and drafts the financial declaration and initial disclosures, with every figure traced to the record it came from.

How do clients get their records to FirmSpan?

Your firm sends a secure link from its own email address. The link signs the client in on its own, with no app to install, no password to create and no account to manage, and a guided walkthrough takes them through connecting accounts and uploading documents.

Where do the numbers on the financial declaration come from?

Up to two years of transactions, statements, paystubs and W-2s come straight from the client's financial institutions. Monthly expenses are averaged from real transactions and routed to the line of the form they belong on. Spending that can't be confidently placed is shown as miscellaneous rather than dropped, and where nothing in the record supports a figure, the client is asked.

Does an attorney review the draft before it's used?

Yes. An attorney or paralegal reviews the drafted declaration alongside the records behind it and corrects anything before it leaves the firm. The finished packet, with the court forms and every supporting document, downloads as one ZIP.

Which states does FirmSpan support?

FirmSpan is available to family law firms nationwide. Record collection, bank connections and evidence tools work the same in every state, and your firm's forms are set up for your jurisdiction during onboarding.

Can FirmSpan help with text-message evidence?

Yes. Your client taps a link, records their screen and shares the recording. FirmSpan reads every message, surfaces the most important parts for your review, and exports the original screenshots with visible timestamps and senders.

Does FirmSpan integrate with Clio?

Yes. FirmSpan sends the financial declaration, initial disclosures and evidence exports straight to the linked matter in Clio. Support for other practice-management platforms is coming.

How is client data protected?

Client data is encrypted in transit and at rest and stored in the United States, access is limited to your firm and enforced at the database layer, and no AI models are ever trained on your clients' data. Our security page covers every detail.

How much does FirmSpan cost?

Pricing is set per firm and includes hands-on onboarding tailored to your practice. Contact us for a demo and a quote.

Win on the numbers.

See how a Financial Declaration built from exact numbers changes the conversation in mediation and in court.

Free personalized demo. No credit card.