Cleaner intake
Begin with a consistent record instead of an unstructured folder.
Proof for family lawyers
Your client’s first consultation shouldn’t begin with a shoebox of receipts.
Proof helps clients organize transactions, receipts, and source records before legal review—so your time can focus on judgment, strategy, and advocacy.
Free Personal beta · Client-controlled records · No firm access to the client’s Gmail account
Documentation readiness
Child-expense records · Jan–JunTransactions organized48
Receipts attached39
Source references preserved42
Visible documentation gaps6
Illustrative summary. Counsel decides what is relevant, usable, and appropriate to file.
The administrative drag
Legal judgment should not begin with document reconstruction.
Clients often have records, but their receipts, transaction emails, screenshots, and statements arrive disconnected.
01
Repeated document requests
Follow-ups for missing dates, amounts, receipts, and source records consume attention before substantive review.
02
Inconsistent client spreadsheets
Every matter arrives in a different format, making gaps and duplicates harder to spot.
03
Consultation time spent sorting
Time that could support legal analysis is redirected into reconstructing an expense history.
What changes
A better-prepared client—not a replacement for legal work.
Proof handles record organization. You retain control over relevance, legal characterization, advice, and filing strategy.
Visible gaps
See which entries lack receipts or supporting sources.
Less chasing
Give clients a self-service preparation process.
Better use of time
Keep professional attention on judgment and advocacy.
The referral workflow
One link. The client does the organizing.
Proof Personal is designed for independent client onboarding. Your firm does not operate the app or connect an account.
Refer
Send a beta invitation to a client organizing child-related expenses.
Client self-onboards
They connect Gmail, import supported transactions, attach receipts, and review gaps.
Client chooses what to share
They export a documentation package and provide it to counsel for independent review.
What reaches your desk
A reviewable record with the gaps still visible.
Proof organizes available documentation rather than making weak records disappear.
Transaction register
Dates, merchants, amounts, categories, and person tags.
Attached documents
Receipts connected to corresponding expenses where available.
Source status
Distinctions between electronically sourced, receipt-backed, and manual records.
Printable report and structured data
An export for counsel’s review—not an automatic legal conclusion.
Proof export
Documentation package
Records organizedReady
Documents attachedIncluded
Documentation gapsVisible
DETAILED FIELDS WITHHELDApproved reviewers receive the working export privately.
A deliberate boundary
The client controls their financial data.
Proof is not a firm portal. The client operates their account and decides when to export and disclose records.
Proof organizes documentation. It does not provide legal advice, determine what someone owes, guarantee admissibility, or predict an outcome.
What a referral does—and does not—give you
- No client Gmail credentials.
- No access to the complete transaction history.
- The client selects what they export and share.
- Counsel independently determines relevance and legal use.
Referral and design-partner interest
Tell us how your practice wants to participate.
Register to refer suitable Personal beta clients, review the lawyer-facing export, or do both.
No client information here.
Do not enter client names, case details, financial information, or documents. We will provide a separate referral pathway after reviewing your submission.
Do not enter client names, case details, financial information, or documents. We will provide a separate referral pathway after reviewing your submission.
Interest received
Thank you. We’ll follow up directly.
Your details have been added to the lawyer referral group. Please do not send client information by email while you wait.
Questions
Before you refer a client.
Does Proof provide legal advice?
No. Proof organizes financial documentation for client and counsel review.
Can the firm access the client’s account?
No firm portal is part of the Personal beta. The client controls the account and export.
Does Proof guarantee admissibility?
No. Counsel and the relevant authority determine relevance, admissibility, and use.
Who is the first beta for?
The initial cohort focuses on solo mothers organizing child-related expenses, including law-firm referrals.