This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
The financial affidavit or disclosure statement, with every schedule and attachment.
Your client's position and whether they are the monied or non-monied spouse.
The state and court, since disclosure rules, classification, and valuation dates all turn on it.
Marital lifestyle in monthly dollars, employment, business interests, and anything the client can tell you about the money.
What you already hold and what you asked for that has not come.
Watch for these throughout
Disclosure rules, lookback periods, valuation dates, and the consequences of an incomplete affidavit vary by state and by judge. Confirm each in your own jurisdiction. Do not accept any procedural statement the model produces.
The model will produce inferences that read like findings. A shortfall between spending and income can mean hidden income, a real family loan, or credit card debt nobody disclosed. Confirm which before you argue it.
Do not paste account numbers, Social Security numbers, or the client's own confidential financial records into a model without checking your firm's AI policy and the protective order in the case.
Any support number, guideline figure, or tax consequence the model produces is unverified. Run support through your state's calculator and tax questions past an accountant.
The model is weakest at spotting what is absent. Read the disclosure yourself for missing schedules, blank lines, and accounts referenced only in passing before relying on the omissions list.