We know that many single lawyers and small firms don’t have in-house resources with a deep understanding of financial disclosure. Our service exists to help remove the frustrations that both lawyers and ADR professionals feel in creating clear and concise financial disclosure.
Financial disclosure is critical for your client to understand their situation and make informed decisions. Having your client participate in completing the disclosure with us empowers them and transitions knowledge.
We’re focused on making financial disclosure easy for your client to understand, and we provide support in helping them gather all the necessary information. This support is not legal but necessary practical support to leave no financial stones unturned. Our approach in these meetings is to create comfort and understanding. We believe this allows you to focus on the overall case and the legal aspects.
We know many people don’t like numbers as much as we do. This could be a mediator uncomfortable with managing the financial aspects of a separation mediation. A law firm that doesn’t have the time (or interest) to help sift through shoe boxes and screen prints to complete their client’s financial disclosure. That’s where we come in!
Maybe you:
- Only do a few family cases a year
- Have a small firm either without a law clerk or one that isn’t familiar with financial disclosure
- Are a family mediator specializing in parenting issues.
- Are looking for cost and resource efficiencies in your practice.
- Are looking for additional support and screening.
With our service, You retain the relationship with the client because You are our client.
- We will complete the financial disclosure with the client
- Many meetings are virtual to gather information
- Review and fine-tune meetings can be held virtually, in your office or at the client’s home.
- We use Sync.com for secure file sharing.
- All backup is scanned or saved and cross-referenced to the Form 13 or Form 13.1
- Notes and assumptions are documented.
- Additional information about concerns, the other party’s information or client questions are summarized for you to address.
- Will invoice you behind the scenes, and you manage the billing with your client.
- You can sign an Agreement for ongoing support or each time you want to send a client.
- We provide a central email and phone number for your office and client to contact us.
- Additional screening for domestic, family, and intimate partner violence and power imbalances.
Why us?
Julie Gill is a mediator and arbitrator with over 13 years of experience in ADR. She is also the current chair of Family Dispute Resolution Institute of Ontario (FDRIO). Specific to financial disclosure, she is a CDFA- Certified Divorce Financial Analyst and an FDRP Fin – Certified Specialist in Family Separation Finances. Among her designations is an FDRP Med Certified Specialist in Family Mediation and a Qualified Family Arbitration Screener.
Although Julie is the owner of Families First Mediation and SeparationCoach.com this service is available to fit your unique business and brand. Separate domain, email and phone number are used. We work with your client based on your needs and requests. You own the relationship. We are like a back office to help your clients complete the financial disclosure process.