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Automated client updates for solo attorneys.

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  24. 24IA

    Burned about 1 weeks on this. Not sure if it's useful to anyone beyond my original use case, but figure I'd share. Friend went through a nasty divorce. Had $750k going into the marriage (inheritance), put it in a joint account like an idiot. Five years later, account's been up and down, money mixed with paychecks and mortgage payments. Lawyer says "you need a forensic accountant to trace what's still yours." Quote comes back: $5k, 4 weeks minimum. I'm sitting there thinking - this is just transaction categorization and some relatively simple math (the "Lowest Intermediate Balance Rule" if…

    Dec 2025

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