Financial disclosure can involve multiple accounts, months of statements and information supplied at different stages of a matter. Building a clear picture by hand takes time.

Ruffle organises bank statement data within your LEAP workflow, helping you examine income and expenditure, identify missing periods and investigate transactions that need further explanation.

• Review transactions across the accounts disclosed.

• Understand spending by category.

• Identify gaps in the statements provided.

• Explore financial information supplied by either party.

• Use recorded expenditure to inform discussions about living costs.

Working through bank statements line by line can draw valuable time away from progressing a matter and advising your client.

Ruffle extracts and categorises transactions from uploaded PDF statements, giving you a structured starting point for your review. Search for relevant payments, compare spending and explore the detail without repeatedly working through individual documents.

Digital statements and scanned copies can be processed in PDF format, subject to the quality and readability of the source documents.

1. Open a family law matter type and click the Ruffle icon in the LEAP ribbon.

2. Alternatively, you can open Ruffle by right-clicking in the correspondence area in any matter type.

3. Once the app is open, select bank statements from your correspondence folder in LEAP.

4. Ruffle will extract details from every statement, including account info, statement numbers & date ranges.

5. Once every transaction is extracted, Ruffle assigns each one a category such as rent, gambling, ATMs, etc.