Let’s face it: the process of gathering and submitting financial disclosure documents can be overwhelming—for both the lawyer and the client. Between endless email threads, missing attachments, and confusing instructions, things can quickly spiral into frustration.

That’s exactly why we built the DISCLOEZY Client Portal—a secure, streamlined, and intuitive space where clients can easily upload, track, and manage their disclosure documents with confidence.

Built for Real-Life Clients

Whether tech-savvy or not, clients appreciate simplicity. The DISCLOEZY portal offers:

• A clear, organized checklist of what’s needed

• The ability to upload documents directly from desktop or mobile

• Built-in guidance to help them understand what each item is (no guessing!)

• Real-time status updates so they know what’s complete and what’s still outstanding

No More Email Chaos

With everything centralized in one place, clients no longer need to email dozens of attachments or wonder if something got lost. DISCLOEZY provides a structured flow—and ensures their lawyer sees every document exactly where it belongs.

Empowering the Client, Supporting the Lawyer

The portal doesn’t just make it easier for the client—it improves the entire disclosure experience:

• Clients feel more in control of the process

• Lawyers spend less time chasing documents

• Fewer errors, faster submissions, better compliance

Transparency Where It Matters

If a client skips a required document, the system prompts them to leave a comment explaining why. That feedback shows up right in the lawyer’s dashboard, helping maintain transparency and momentum without extra follow-up.

The Client Portal is more than a feature—it’s a better way to work together.
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