Automate Your Financial Disclosure Process
Automate requests, organize all documents, and leverage AI-assisted reviews to identify gaps, trends, and patterns quickly.
One system for the entire financial disclosure workflow
Clarity through AI assisted review and analysis
Built for family law. Secure, defensible, and practical
Trusted by Legal Professionals
Product Features
Everything you need to streamline your workflow and boost productivity
Client Management
Manage clients, profiles, and interactions in one place.
Document Management
Store, organize, and access documents securely.
Online Document Collection
Collect documents from clients online with ease.
AI Document Chat
Ask questions and get instant insights from your documents using AI.
Online Appointment Booking
Let clients book appointments anytime, anywhere.
Built-in Calculator
Perform quick calculations without leaving the platform.
Ready to transform your workflow?
Get Started FreeThe Fastest Way to Organize Financials for Divorce & Legal Matters
Your legal journey, simplified into three clear steps
Secure Lawyer Invitation
Lawyers send a secure invitation to clients, granting them access to upload their financial documents.
Clients Upload Financial Documents
Clients upload bank statements, tax returns, assets, debts, and other required documents in one secure place.
Automated Organization & Lawyer Review
Lawyers can review, organize, and generate structured financial summaries—ready for legal proceedings.
Secure Lawyer Invitation
Lawyers send a secure invitation to clients, granting them access to upload their financial documents.
Clients Upload Financial Documents
Clients upload bank statements, tax returns, assets, debts, and other required documents in one secure place.
Automated Organization & Lawyer Review
Lawyers can review, organize, and generate structured financial summaries—ready for legal proceedings.
The Smart Financial Disclosure Tracker with Automated Client Reminders
Managing financial disclosure does not have to be stressful. DISCLOEZY simplifies the process with a secure platform that tracks financial disclosures and automatically reminds clients to submit missing documents, keeping cases on schedule and reducing delays.
Less time spent on financial disclosure with automated requests, tracking, and AI assisted review.
Billable time reclaimed on every disclosure file by removing admin back and forth.
Automated client reminders keep cases on schedule
Secure platform with bank-grade encryption
Real-time tracking and instant notifications
Why Choose DISCLOEZY?
Your legal journey, simplified into three clear steps
See What Lawyers & Clients Are Saying
Chosen by legal professionals who value accuracy
DISCLOEZY Speeds Up and Simplifies Disclosure.
"I have been using DISCLOEZY for quite some time now. The website is easy to navigate and the forms and requests easy to personalize. The client feedback has all been positive. I find client are providing their disclosure in a more timely manner and the ability to set a reminder to go out without my having to take time to do so myself is great. I am enjoying using the new site, will continue to do so, and have been recommending it to others."
Nici Revers
Legal Assistant and Office Manager, LAWRENCE & TKACHUK
Better Organization & Compliance
"Before using DISCLOEZY we were spending a lot of time emailing client's, scanning in and organizing documents. Using this platform has reduced our time spent doing this tremendously. We are able to batch download, rename the documents as we please, contact clients directly through the platform, redact important information, the features are endless! We will continue to use this platform and recommend it to others. "
Kimberly Hanoski
Legal Assistant, KJF Law, Barristers & Solicitors
Collaborators
Trusted by leading law firms and legal professionals worldwide
