Sunshine Coast Family Firm Cuts Disclosure Review 70%
A 5-lawyer Sunshine Coast family law firm uses Quillio to review the other side's financial disclosure under the Family Law Rules 2021 — the superannuation statements, tax returns, company documents, and trust records that arrive in bundles of 400+ pages. Review time per matter has dropped from an average of 6 hours to 90 minutes.
What they were trying to solve
Property settlement disclosure under r6.06 of the Family Law Rules 2021 produces enormous document bundles — especially where there's a family trust, a self-managed super fund, or a private company involved. Senior solicitors were spending most of Saturday mornings reading disclosure to prepare for Monday mediations. Junior solicitors weren't trusted to summarise it.
Why Quillio
Quillio ingests the full disclosure bundle, maps assets and liabilities against the balance sheet the client has provided, flags inconsistencies between tax returns and bank statements, identifies add-backs under the Stanford/Kennon line of authority, and produces a balance-sheet draft ready for the solicitor to refine.
Implementation
The firm tested Quillio against three historical matters where the disclosure outcome was already known, confirmed the flagged issues matched what senior solicitors had previously identified, and rolled it out across all family property matters over 4 weeks.
Measurable outcomes
Per matter, for a standard bundle of 400-600 pages
Solicitors now prep for a mediation in-hours, not on weekends
Quillio catches inconsistencies juniors were missing in manual review
From disclosure bundle to drafted balance sheet ready for partner review
Firm now runs more concurrent property matters without senior burnout
"The disclosure bundles were honestly why I stopped taking on complex trust and company matters for a while — I couldn't face another weekend. Quillio gives me the balance sheet draft and the add-back list before I've finished my coffee. It's changed what I'm willing to take on."
How it works in practice
Financial disclosure review under r6.06 Family Law Rules 2021, balance sheet drafting, Stanford/Kennon add-back analysis, superannuation splitting calculations, and mediation preparation.
What they avoided
Either turning away complex trust and company property matters, or continuing to pay senior solicitor weekend hours that were unsustainable for a regional practice.
Case study FAQs
Does Quillio handle complex financial structures?
Yes — Quillio reads SMSF statements, family trust financials, private company balance sheets, and unit trust structures, and maps them back to the parties' control and benefit for balance sheet purposes.
How does it handle add-backs?
Quillio applies the Stanford/Kennon line of authority, flags likely add-backs (premature distribution, waste, reckless dissipation), and produces a reasoned draft the solicitor refines with client context.
Is client-sensitive family data safe?
All documents stay on Australian-hosted infrastructure under the firm's tenancy with row-level access controls. Nothing is used for external model training, and audit logs show every document access.
Does it work for consent orders too?
Yes — Quillio can take an agreed balance sheet and draft the minute of consent orders, the s90SF just and equitable analysis, and the accompanying application.
What about superannuation splitting?
Quillio reads super member statements, identifies whether splitting orders require a PSS/CSS treatment or a standard accumulation fund calculation, and drafts the splitting order wording.
Run the same pilot.
Family law firms handling property settlements should trial Quillio on their next disclosure bundle and compare review time. Start a free trial.
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