Paid Consultation: Texas Family Law Paralegal (DFW) for Financial Discovery Workflow Review

OVERVIEW: Our founding team is comprised of ex-big tech engineers, product managers, and startup operators currently working to develop a secure, specialized automation tool designed to eliminate the manual data entry headache of parsing client bank statements into court-ready Texas Inventory & Appraisal (I&A) forms and Financial Information Statements (FIS). We are specifically targeting our solution to solo/small family law firms and independent paralegals. We are seeking an experienced Texas family law paralegal or attorney—specifically someone with deep familiarity with the Local Rules, court preferences, and filing layouts in Texas counties — for a highly structured, paid strategy consultation video call. CRITICAL NOTE ON SECURITY AND CONFIDENTIALITY: We are NOT looking for assistance with active cases, nor do I want to see or touch ANY live client PII. We will strictly discuss abstract operational workflows, standard court requirements, and completely anonymous, blank, or fictionalized template layouts. We will gladly execute a professional NDA prior to our call for your total peace of mind. WHAT WE WILL COVER ON THE CALL: - The Manual Processing Workflow: Walk me through the step-by-step reality of what happens when a client dumps 6–12 months of messy bank statement PDFs on your desk. How do you sort, map, and process them? - Local Nuances & Local Rules: How do requirements or spreadsheet expectations deviate between counties and surrounding areas? What layout mistakes cause a judge to reject a financial filing? - Logic & Edge Cases: How do you manually handle and categorize ambiguous line items (e.g., untagged Zelle transfers, ATM cash withdrawals, mixed personal/business expenses)? - UX/UI Validation: Review a high-level conceptual outline of our automated mapping tool and tell us exactly where the friction points are for a paralegal power-user. REQUIRED QUALIFICATIONS: - Minimum 3+ years of direct experience working as a family law paralegal in the state of Texas, ideally with solo attorneys or small firm environments. - Deep tactical experience preparing and filing Texas I&A and FIS forms - A strong understanding of how law firms manage the administrative review process before an attorney signs off on financial disclosures. WHY YOU SHOULD APPLY: - Immediate Strategic Payoff: Share your operational expertise and directly help shape a tool built to eliminate the single most tedious part of your daily workload. - Long-Term Advisory Potential: While this starts as an initial strategy consultation, we are actively looking to extend this into an ongoing advisory contract for the right fit. As development progresses, our preferred consultant will be retained for paid, ongoing milestones to act as our primary Subject Matter Expert—conducting UX reviews, running quality-assurance checks on our automated categorization engine using dummy data, and ensuring our technical outputs perfectly align with Texas court expectations. Please include a brief note detailing which counties you have the most experience filing in when applying.