Discovery Services for Civil Litigation
Cases turn on what an account held on one particular day — the day a couple separated, the day someone died, the day a petition was filed. Instead of subpoenaing the bank, the attorney sends a one-time link. The account holder signs in at their own bank, approves a read of the records requested, and can cancel it at any time.
Received a request from an attorney to share your financial records? Here is what you are being asked to do
Date of separation, date of death, date of filing. The law names the day; the records have to supply the number.
A PDF statement is a photocopy, assembled by the party with the most reason to shape it. A direct connection returns the record itself.
Proportionality, authentication, and reduced intrusion, argued in the form a judge expects to read it.
Three parties take part, and none can shortcut the other two: the account holder never shares a password, the bank verifies before releasing anything, and the attorney receives permission rather than a login.
Civil Rule 26 is developed by Broadview Family Law, a firm that values and divides accounts in dissolution matters every day. This service grew out of that practice.
Visit Broadview Family LawAttorneys order directly: pick the accounts, set the date range, and see the price before paying. The account holder approves access at their own bank before anything is retrieved.