Cutting through chaos for boutique litigation

Boutique litigators are representing some of the most complex matters across an array of practice areas. One of the biggest challenges for a small team is making sense of the chaotic discovery process.

Whether that's weeding through thousands of pages of bank or credit card statements, reviewing cheques, or reading medical records.

The facts are in there and finding them by hand is possible. It just costs hours a small team does not have, and it is hard to do the same way twice.

Want to see how Mary can help your firm? Book a demo with the team today!

Where Mary fits in a boutique practice

Mary reads everything in the matter and builds one structured record of it. Every event, transaction and communication is understood and queried.

Business disputes. In a shareholder dispute or a breach of fiduciary duty claim, the story is buried in a large production. Mary splits combined PDFs into separate documents, then builds the timeline: who sent what, to whom, and when. Ask for every notice of default the other side sent, and you get a cited chronology, not a keyword search.

Probate and trust litigation. Will contests and trustee disputes are decided on the same questions. What did the person own? Who controlled it? Where did it go? Mary maps assets, accounts and the people who touched them. Missing statement periods and accounts mentioned but never produced become targeted requests.

Catastrophic injury. The medical record is the case, spread across a dozen providers. Mary builds the treatment chronology, surfaces pre-existing conditions and gaps in care, and ties each entry to its page, so medical causation arguments rest on the record.

Follow the money

Whether it is financial fraud or a fraudulent transfer, most of these matters come down to asset tracing.

Follow the money across accounts. Month-by-month spend per card or account, categorized, with who paid each balance and from what source.

Summaries that open into detail. A category total is one click from every transaction behind it.

Ready for forensic accounting. Statements, records and transactions compiled and cited before your forensic accountant starts.

Why you can rely on the record

Every conclusion links to its evidence. Open any entry and see the document and page behind it. If it is not in the documents, it is not in the output.

Over-inclusive by design. It is faster to strike an entry than to find one that was missed.

The attorney owns the record. Mary does the wrangling. The strategy and judgment stay with you.

In practice: an East Coast litigation firm

One East Coast litigation boutique tested Mary on its hardest documents on purpose. One matter involved elder abuse. The team had the credit card statements. What they needed was the story inside them: what was spent, when, on what, and paid from where. Mary built that schedule, with every line cited back to its source.

"When it says citations, that means whatever this is discussing, I can click right on it. Love that." - Founder, East Coast litigation firm

"I'd rather Mary be over-inclusive than under-inclusive... It'll make it easier for me to actually check stuff." - Attorney, East Coast litigation firm

See it on a matter you recognize

The fastest way to judge Mary is on a matter type you already know: a shareholder dispute, a will contest, an elder financial abuse claim, a catastrophic injury file with a messy medical record.

Book a demo with the team today!