Private file check
Move & Exemption Preflight
The free Move Rules Calculator identifies a multi-state venue/exemption question.
Included in a 30-day PracticeOS trial. No credit card required.
Authorize the file
Confirm your firm may process the documents and that an attorney will review the report.
Upload the record set
Files use signed, expiring upload URLs and remain inside the firm-scoped workspace.
Review each finding
Accept, dismiss, or edit findings before sending any request through Ready.
Documents to include
- 01draft petition
- 02Schedule C
- 03residence history
- 04deed and closing statement
- 05mortgage/lien statements
- 06valuation
- 07prior residence sale records
- 08client intake answers
Baseline file checks
Each finding stays tied to the supporting document and page.
- Required document matching
- Readability and document quality
- Confidence in each document type
- Values that differ across documents
- Requested facts with supporting pages
Named checks in this Preflight
Automated checks run from extracted, page-linked facts. Source-dependent branches run only when the current rule inputs are attached. Attorney-only items arrive with their evidence for a recorded decision.
5 automated · 1 attorney
- 01recompute 180/730/prior-180/1,215-day windowsRuns on the file
- 02compare entered addresses to petitionRuns on the file
- 03compare ownership/acquisition dates across deed and intakeRuns on the file
- 04compute equity and claimed exemptionRuns on the file
- 05flag extraterritorial/federal fallback questionsAttorney decision
- 06check lien impairment arithmetic where selectedRuns on the file
Sources for attorney review
Confirm the version and effective date that govern the matter.
File availability
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Read the complete Preflight data pathStaff at the firm
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The public link includes this document list and named checks. It contains no client facts or Workpaper answers.
30-day PracticeOS trial
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