This website uses cookies to ensure you get the best experience on our website.By clicking "Allow all",you consent to our use of cookies. Privacy Policy

image shape image shape

Automate Your Financial Disclosure Process

Stop wasting valuable billable hours on document disclosure. Automate requests, organize all documents, and leverage AI-assisted reviews to identify gaps, trends, and patterns quickly. This way, you can expedite file handling and bill for actual legal work.

Free 7‑Day Trial Request a Demo ROI Calculator
alternative text

Collaborators

brand-logo
brand-logo
brand-logo

The Fastest Way to Organize Financials for Divorce & Legal Matters

process card icon
Step 1

Secure Lawyer Invitation

Lawyers send a secure invitation to clients, granting them access to upload their financial documents.

process card icon
Step 2

Clients Upload Financial Documents

Clients upload bank statements, tax returns, assets, debts, and other required documents in one secure place.

process card icon
Step 3

Automated Organization & Lawyer Review

Lawyers can review, organize, and generate structured financial summaries—ready for legal proceedings.

alternative text
alternative text

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.

70% Less time spent on financial disclosure with automated requests, tracking, and AI assisted review.
5+ hrs Billable time reclaimed on every disclosure file by removing admin back and forth.

Why Choose DISCLOEZY?

image alt

Effortless Financial Disclosure

Our intuitive platform systematically guides clients through the financial disclosure process, eliminating confusion and delays.

image alt

Built for Lawyers & Clients

Designed to simplify legal workflows, DISCLOEZY helps lawyers focus on strategy instead of chasing paperwork.

image alt

Secure & Confidential

We prioritize security with encrypted data storage and industry-leading privacy protections.

image alt

Faster Resolutions

With automated reminders and easy document uploads, cases move forward efficiently, saving time, reducing stress, and cutting costs.

See What Lawyers & Clients Are Saying

image alt

Secure & Confidential

"The secure document portal has been a game-changer. My clients feel more comfortable uploading sensitive financial information, and I get everything in one place."

image alt

Jessica R.

Legal Partner
image alt

No More Chasing Clients

"I no longer have to chase clients for missing documents! The automated tracking and completeness checks ensure everything is in order before submission."

image alt

David L.

Divorce Lawyer
image alt

Faster Case Progress

"Disclosezy has completely streamlined our financial disclosure process. Automated reminders have reduced client delays by at least 50%, keeping our cases moving efficiently!"

image alt

Sarah M

Family Law Attorney
image alt

Saves Time for Sole Practitioners

"As a sole practitioner, Disclosezy has saved me hours each week. It’s like having a virtual assistant for financial disclosure—organized, automated, and stress-free!"

image alt

Mark T.

Family Law Specialist
image alt

Better Organization & Compliance

"Having a structured financial summary at my fingertips makes reviewing disclosures so much easier. The system flags missing files before they become a problem!"

image alt

Emily W.

Senior Family Law Counsel
image alt

Ideal for Law Firms

"Our firm handles multiple cases at a time, and Disclosezy has made it effortless to track financial disclosures across all clients. It’s a must-have tool for any law practice!"

image alt

Michael D.

Managing Partner, Family Law Firm