The 70% Disclosure Review Shortcut: How Centralized Collection and Automated Sorting Eliminates the Manual Grind New Blog

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

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.

image alt

Nici Revers

Legal Assistant and Office Manager, LAWRENCE & TKACHUK
image alt

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.

image alt

Kimberly Hanoski

Legal Assistant, KJF Law, Barristers & Solicitors