For Attorneys
Order Financial Discovery in Minutes
Sign up with your bar license, order an investigation, and let the account holder approve access at their own bank — no subpoena, no custodian queue, no shared passwords. You pay once, up front, and the records appear in your portal as soon as access is granted.
How onboarding works
No password. Your bar license gets you in: we check it automatically first, and a person checks it by hand if the automatic check can’t confirm it. After that, a passkey — a private key your own device generates and keeps — proves it is you.
Onboarding
Enter your name and bar licenses
Your name, and the state and bar number for every jurisdiction you’re admitted in. That’s all we ask for at first.
Onboarding
We try to confirm you automatically
First we check each license against official bar records. Every one has to be active, and all of them have to belong to the same attorney. Your email, phone, and firm come from that record, and a one-time verification link goes to the email on file — not one you typed in yourself.
Onboarding
If that doesn’t work, a short form
Bar records aren’t complete everywhere, and the service we check them against is sometimes down. If we can’t confirm you automatically, we’ll say sorry and ask for your email, phone, and firm. We check your bar record by hand and email you the link once it checks out.
Onboarding
Register a passkey
Click the link, then register a passkey on your device. That is your only credential from then on: no password to set, remember, or leak.
Onboarding
You’re in
You land in your attorney portal, ready to order your first investigation.
Pricing
Every investigation is priced and paid for on its own, up front, before anything is asked of the account holder.
- Priced by what you ask for. Transactions are charged for each institution, for each calendar month it stays connected; statements for each statement; and a service fee on top.
- One price, shown before you pay. Nothing is charged, and no invitation goes out, until you approve the quote.
- Nothing held, nothing recurring. No subscription and no monthly minimum, and nothing is held on your card while the account holder takes their time. If Plaid’s charges come to more than the quote (an institution you didn’t order, more statements than you expected), the difference is charged later, up to a limit you set; anything more needs your approval.
From signup to reviewing results
The same request moves through both portals — yours and the account holder’s, whom your portal calls the invitee — without either side ever seeing the other’s credentials.
- 1
Create an investigation
Enter the account holder’s email and name, choose the institutions where they bank, and choose how far back: up to 24 months of transactions and up to 24 months of statements, each set on its own. Then plan when each institution is disconnected and when the records are deleted.
- 2
Get a quote and pay
The quote shows each institution’s charges, the service fee and the total. You pay it when you order, and nothing is sent until payment clears.
- 3
The account holder is notified
They receive a single-use link explaining who is asking, for which records, and over what date range.
- 4
They authorize access
They register their own passkey, then approve access at each bank through that bank’s own login. You never see their credentials, and they can withdraw access at any time.
- 5
Track progress in real time
Your portal shows each investigation’s status as it moves: invited, signed in, banks granted.
- 6
Review the results
Accounts, balances, statements, and transactions appear in your portal, and download as one file, until the date you set for their deletion.
Built by a practicing firm
Civil Rule 26 came out of Broadview Family Law, a King County practice that values and divides accounts in dissolution matters every week. They use it on their own matters, and their page for attorneys covers referrals, co-counsel, and how they put this method in front of a court.
Ready to order your first investigation?
Signing up is free, and you see the exact price before you pay. For the parts a judge will ask about, see why a direct connection beats PDF statements and the model brief .
Create an attorney account