Version 1 · internal
The request and the received records
Requested: September current-account statement.
Received: August statement and 2025 notice of assessment.
Gap: neither source supplies September.
Disclosure response index
The records arrived.
Make them usable.
August arrived. September was requested. See the missing period, add its source and inspect the revised response index.
Harbour / Disclosure response
September received.
Review still open.
The index records the new period without losing the earlier source.
Another attachment.
Has it answered the request?
The client sends another batch. Before you can respond, someone must compare it with the request: the correct account, the right month, the material still missing. A full folder does not give you that answer.
The response index below ties each entry to its source and period. When September arrives, the entry moves from missing to received. The next step becomes review, rather than another request for the same statement.
The downloadable output is an internal response index. It does not reconcile balances or complete a financial statement. Confirm the available preparation workflow during early access.
Judgment remains yours. You stay in control.
The Harbour matter
The right month arrives.
The response index changes.
September is added. August stays identifiable. Counsel can see exactly which source now needs review.
The requested period is still missing.
September arrives. August stays on the record.
Inspect the fictional September source
Fictional statement excerpt: Alex Harbour, current account, 1–30 September 2026. This illustrates source identity and period only; balances and transactions are not included.
Revision to prepare
September received; review outstanding
Record September as received. Retain August as earlier-period material. Replace the receipt chase with a source and substantive-review step.
The revised response index is ready to review.
Version 2 · for review
Harbour / Disclosure response index
Request: counsel's example request for September 2026 current-account statement.
Entry 1: September statement excerpt; period 1-30 September 2026; received in website example; substantive review outstanding.
Entry 2: August statement excerpt; period 1-31 August 2026; retained as earlier period; does not replace September.
Entry 3: 2025 notice of assessment excerpt; received; separate category and review.
Change from v1: September receipt is recorded; the receipt chase becomes source verification and review.
No balances or transactions are extracted, reconciled or certified in this example.
Nothing sent, filed, signed or scheduled by this website.
Fictional demonstration. Nothing is sent, filed or scheduled. Resets when you reload.
What the response
index tells you.
What does this example produce?
A downloadable plain-text working index with source identity, version or period, and unresolved work. It is a fictional website output, not an assembled filing or disclosure package.
Does replacing a source approve the work?
No. Receipt and revision are recorded separately from counsel’s review. Earlier records remain identifiable; unresolved questions remain attached to the output.
Can I use my firm’s forms and preferences?
Bring the required forms, naming conventions and preferred preparation steps to the early-access discussion. Confirm the supported format and output before relying on a workflow.
Give the next response
a clear starting point.
Explore the disclosure position behind the index, or discuss your firm’s workflow.