Without your explicit request and consent, we do not use AI to process your client information or case documents. General permission to prepare financial records is not permission to use AI.
It starts with your request
If you want AI assistance, we discuss the specific task and the information it would involve before proceeding. Consent relates to that proposed use; it is not blanket permission for every use of your records.
You can ask us about working without AI when we confirm fit and scope. The inquiry form is for an initial question, not for uploading financial documents or giving consent to AI processing.
What AI can help with
With your explicit request and consent, AI can help us structure and parse new kinds of statement data and automate characterization and allocation work under stated assumptions.
Structure statement data
Help interpret an unfamiliar statement layout and organize dates, transaction descriptions, amounts, and other fields into a consistent structure.
Support parsing workflows
Help develop a way to extract data from a new statement format, so information can be organized for financial analysis.
Automate characterization
Apply specified classification assumptions to records, producing proposed categories that can be checked against the underlying documents.
Automate allocation
Help prepare allocation calculations and compare scenarios using specified dates, inputs, and methods, including equity compensation scenarios.
Assumptions remain visible
AI can misread a statement, omit information, or apply an assumption incorrectly. An AI-generated category or calculation is working material that needs checking against the source records.
Automating characterization means applying stated assumptions in the analysis. It does not establish the legal character of an asset or decide which allocation method a court should use. Legal characterization and disputed assumptions are questions to review with your attorney.
Our service prepares source-linked financial analysis. The records, calculation inputs, assumptions, and unresolved questions should be available for you and your professional advisers to review. You can read a worked allocation example in our RSU apportionment guide.
Your documents and the proposed use
If you request AI assistance, we explain the proposed task, the tools and providers involved, and what information they would process before asking for your consent. We also explain how the information would be handled and whether a redacted sample could be used.
Where your requested workflow involves sending case information to an AI provider, that processing is part of the use requiring your consent. Our privacy policy explains document handling and deletion, including our provider requirements.
Discuss your preferences with us
Tell us the financial question you want to answer and whether you would like to discuss AI assistance. We confirm fit and scope before work begins. Please keep documents, account numbers, and other sensitive financial details out of the initial inquiry.
Discuss your case