Received
The source is in the record. Check that it is readable and covers the requested material.
Built for Alberta family law
Financial disclosure.
A clear next step.
Know what has arrived, what needs updating and what happens next. Keep the sources and prepared work together.
NISIHarbour / Disclosure
September statementMissing
August statementEarlier period
The next stepA follow-up, ready for direction.
Receiving a file changes the record.
Review changes what you can rely on.
The Harbour matter
A gap becomes
prepared work.
Counsel’s example instruction asks for the September statement. August is on file. Alex says the latest statement will follow.
Disclosure inventory
Receipt, period and review are separate.
Selected source
September statement
The requested September statement is not in the example record. A promise to provide it does not establish receipt.
- Expected period
- 1–30 September 2026
- Basis
- Counsel’s internal preparation instruction
- Delivery date
- Not stated by Alex
August is received, but it does not cover September. It remains useful historical material in the matter record.
- Period shown
- 1–31 August 2026
- Fit for this request
- Earlier period; September still required
- Legal expiry
- No expiry is inferred from this comparison
The 2025 notice of assessment is a separate source. Its receipt does not supply the missing bank statement.
- Tax year shown
- 2025
- Review scope
- Confirm the document’s period in this example
- Still separate
- The September statement request
Open a received source before recording its period review.
Still outstanding
September statement. Reviewing an earlier document or the prepared follow-up does not establish receipt.
Fictional demonstration. Nothing is sent, filed or scheduled. Resets when you reload.
This expanded Harbour example adds dated financial sources. “Earlier period” compares them with counsel’s example request; it is not a legal expiry rule. Workflows and availability depend on the early-access setup.
The status should
tell you what to do.
A useful inventory connects the gap to the work it creates.
Read the disclosure workflow guideMissing
The expected material has not arrived. Keep its owner, request and next step visible.
Outdated for the task
The source covers an earlier period or position. Keep it, and identify what the current request needs.
Reviewed
Record what was checked. A period check, substantive financial review and approval to communicate are different steps.
Disclosure, in context.
Explore all questionsDoes an earlier statement become legally expired?
No. In this example, August does not satisfy counsel’s request for September. Legal disclosure requirements depend on the applicable rules, Court directions and matter. The demo does not calculate a legal expiry date.
Does marking a document reviewed close the disclosure issue?
Only the recorded review step changes. The September receipt issue stays open until that source is added. Even then, counsel must determine whether wider disclosure is complete and sufficient.
What does NISI prepare from a missing item?
The scripted example prepares a client follow-up or conference question from the missing period and counsel’s direction. When the example statement arrives, the work changes to an internal receipt and review note. Nothing is sent automatically.