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Extract Key Financial Facts from Client Intake Questionnaire and Supporting Documents — Financial Summary Memorandum

Family Lawfinancial-analysisequitable-distributionclient-intakediscovery-preparationspousal-supportchild-supportmarital-assets

Instructions

Review the attached divorce intake documents, cross-reference and verify all figures, and prepare a comprehensive financial summary memo. Output: `financial-summary-memo.docx`.

Work type: Analyze — Read materials, reach a reasoned conclusion, produce a memo or analysis.

Deliverables (1)

financial-summary-memo.docx

Reference documents (4)

DOCX
client-financial-questionnaire.docx
55.6 KB
Open
DOCX
joint-checking-statements.docx
41.5 KB
Open
XLSX
monthly-expenses.xlsx
6.1 KB
Open
EML
paralegal-client-emails.eml
25.2 KB
Open

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Rubric (65)

Each criterion is judged independently as pass or fail. The task scores 1.0 only if every criterion passes.

65 of 65 criteria