Two purpose-built tools for attorneys, mediators, and paralegals preparing Financial Disclosure Forms in opposed divorces under the Gauteng Practice Directive. Guided completion, bank auto-categorisation, accrual calculator, annexure management — all in one workflow.
Every opposed family law matter in the Gauteng Division requires the exchange of Financial Disclosure Forms. The process is manual, labour-intensive, and typically falls outside the attorney's core competency.
Completing FDF documents and analysing bank statements is essential but not cost-effective at senior billing rates. The work often falls to attorneys by default — not because it requires legal expertise, but because no adequate tool exists to delegate it.
The alternative — outsourcing financial analysis and FDF completion to third-party specialists — introduces delays, increases cost, and removes control from the firm. Turnaround times are at the mercy of external capacity.
The FDF's maintenance table contains 72 expense rows, each requiring a monthly average calculated from 3 to 12 months of bank statements. This is routinely done by hand — row by row, statement by statement. The task is tedious, repetitive, and susceptible to human error, yet it forms the evidentiary foundation of every maintenance application.
Newly accredited mediators and junior attorneys enter practice without adequate tools or training to navigate the financial complexity of FDFs — particularly where businesses, multiple properties, investments, trusts, or two-pot retirement withdrawals are concerned.
A structured, section-by-section workflow that guides the user through every field of the Financial Disclosure Form, with built-in logic to reduce errors and accelerate completion.
Section-by-section walkthrough of the full Financial Disclosure Form. Each field includes contextual guidance drawn from a built-in Rule Book, ensuring completeness and compliance with court requirements.
Upload bank statements and receive automated categorisation of income and expenditure items across the FDF's 72 expense rows. Every categorised figure links back to the source transaction — a full audit trail that withstands scrutiny in opposed proceedings. Replaces the manual analysis practitioners currently outsource.
Every section of the FDF is supported by practitioner-level tips, definitions, and edge-case guidance. Addresses common points of confusion: treatment of trust assets, community vs. accrual regimes, undisclosed income indicators.
CPI-adjusted commencement values and estate comparison for marriages subject to the accrual system. Handles standard cases with automatic calculation. Complex exclusion schedules (multiple properties, business interests excluded by contract) are flagged for specialist input.
Every figure in the final document traces back to a source: a bank statement transaction, a payslip, or a valuation document. Annexures are referenced correctly and automatically. Output is structured for filing and designed to withstand cross-examination.
The guided workflow means the task no longer requires the attorney's direct involvement. A paralegal or junior practitioner can produce a complete, accurate FDF using the Wizard — freeing senior capacity for substantive legal work.
Full access per case — one token unlocks everything for that matter. 2 free tokens to start, no credit card required, no time limit.
Each token costs less than one hour of candidate attorney time.
Each token costs less than one hour of candidate attorney time.
2 free tokens, no card required, no time limit.
Contact us to discuss volume or enterprise arrangements.
Work through each section of the Financial Disclosure Form with guidance from the built-in Rule Book. Mark non-applicable fields. For attorneys, relevant Annexures are added per section and referenced automatically.
Upload CSV or converted bank statements. The Wizard automatically categorises every line item into the required FDF expense categories — across all 72 maintenance rows.
Section 3 (Maintenance Requirements) is auto-populated directly from the Bank Statement Analyser results. No manual transcription. No double entry.
The practitioner reviews all categorised figures, adjusts where needed, and confirms the final numbers. Every figure remains transparent and traceable to its source transaction.
Attorneys export a court-compliant Financial Disclosure Form with all Annexures referenced and bundled. Mediators compare both parties' financials side-by-side and print a settlement-ready summary accordingly.
The exchange of Financial Disclosure Forms is mandatory in opposed family law matters in the Gauteng Division. The FDF serves as the foundation for maintenance applications under Rule 43 (High Court) and Rule 58 (Regional Court), accrual calculations, and settlement negotiations.
The Gauteng High Court's Revised Mediation Directive, effective June 2025, has made mediation a compulsory prerequisite before a trial date can be allocated. This structural change increases the volume of matters requiring financial disclosure and broadens the pool of practitioners — particularly mediators — who must complete FDFs competently.
Accurate financial disclosure and early completion of FDFs reduces the risk of protracted litigation, court rejections, and procedural delays. The FDF Wizard is designed to support that objective.
The financial analysis behind an FDF is meticulous, time-consuming work — but it does not require legal expertise. It requires patience, numeracy, and an intimate knowledge of the form. Most attorneys are trained in law, not financial analysis, and the figures-heavy nature of FDF work sits outside their natural domain.
The Wizard handles that domain entirely. Your paralegal works through the form with the Rule Book as their guide. Bank statements are categorised automatically. Section 3 is populated from the analysis. The attorney reviews the final document and signs off. Senior capacity stays on the work that bills at senior rates. Junior capacity is guided, not guessing. And the token goes on the client's disbursement schedule, not the firm's overhead.
Using the court-standard FDF in mediation ensures both parties present financial information in the same format — making comparison straightforward and reducing disputes about what was or was not disclosed. The Wizard's guided workflow means clients arrive prepared, with verified figures rather than a folder of loose documents.
Walk parties through financial disclosure in real time. Capture the data once. Compare both parties' figures side-by-side. Generate the summary before the session ends.
If you currently produce bank statement summaries, maintenance budgets, and accrual calculations as a service to attorneys, the Wizard automates the data processing so you can focus on analysis, interpretation, and expert testimony — the work that requires your professional judgment, not your time.
The Wizard handles the structured baseline. You handle the complexity that sits on top of it: business valuations, trust analysis, and court-ready expert opinions.
The family law financial services landscape in South Africa relies almost entirely on manual processes and individual expertise.
Every law firm, every mediator, and every financial specialist currently completes FDFs manually — using PDFs, spreadsheets, or paper. There is no guided software workflow available to practitioners in this jurisdiction.
Standalone divorce financial analysts — the equivalent of a Certified Divorce Financial Analyst (CDFA) internationally — are exceptionally rare in South Africa. The few who exist operate at capacity, creating bottlenecks for firms that rely on them.
Online calculators for maintenance and accrual calculations exist, but none follows the FDF's actual 72-row structure. Some use loose, non-standard expense categories. Others produce PDF-only output with no annexure management. None integrates bank statement analysis, accrual calculation, and document generation into a single workflow.
The Gauteng High Court's Revised Mediation Directive has made mediation a compulsory first step before a trial date can be set. This increases the volume of matters requiring financial disclosure and the number of practitioners who must complete FDFs — many of whom are mediators, not attorneys.
Full access per case. No credit card required. No time limit.
Try 2 FDFs FreeQuestions about pricing, volume, or getting started? Email us at info@fdfwizard.co.za