Financial disclosure is one of the most essential—and often most frustrating—parts of a divorce file. For legal professionals, it’s a process filled with delays, document confusion, and constant follow-ups. The inefficiencies don’t just cost time; they create stress for both clients and their legal teams.

At DISCLOEZY, we’ve spent time understanding these process breakdowns—and we’ve built a solution designed to fix them. Here’s how most financial disclosure processes go off track, and how DISCLOEZY transforms each stage into a more seamless experience.

1. The Request Stage: Disorganized Starts Lead to Slower Finishes

The process often begins with generic checklists or unclear emails to clients. Key documents are misunderstood or overlooked. And when the information finally comes in, it’s incomplete or out of order.

How DISCLOEZY Helps:

• Clients receive secure, personalized requests based on what’s needed for their case

• Instructions are clear and easy to follow, reducing confusion

• Every request is tracked—so you know what’s been sent, received, or ignored

2. The Review Stage: Too Many Documents, Too Little Time

Once documents start arriving, they’re often scattered across emails, folders, and PDFs. Reviewing them can be tedious and time-consuming—especially when you're juggling multiple files or updates.

How DISCLOEZY Helps:

• All documents arrive in one secure dashboard

• You can resort documents for clarity or preparation

• AI tools assist in reviewing content and spotting gaps or issues

• DISCLOEZY can even generate an internal memo to help summarize findings and flag areas for follow-up

3. The Sharing Stage: Rushing to Oppose (and Oversharing)

Sharing disclosure with opposing counsel can feel like a last-minute scramble. You might be unsure if everything is included, or accidentally send more than intended.

How DISCLOEZY Helps:

• Share reviewed documents in one click—securely and with a full record

• Redact sensitive sections or specific pages before sending

• Automatically track what was shared, when, and with whom

4. The Signing Meeting: Regain Control of the Final Step

Signing meetings are often chaotic, with professionals pulling documents together at the last minute or realizing something's missing just as the client arrives.

How DISCLOEZY Helps:

• Schedule signing meetings with everything already organized

• Ensure only the most up-to-date, complete documents are presented

• Spend less time preparing and more time delivering value to your client

• Gain total control over your calendar and reduce unnecessary admin

5. The Follow-Up Stage: No More Endless Chasing

Even after everything is sent, lawyers and paralegals often find themselves following up—again—for that one missing pay stub or bank statement.

How DISCLOEZY Helps:

• Automated, friendly reminders nudge clients to complete their disclosure

• You stay informed without having to micromanage the process

• Save hours in follow-up and reduce back-and-forth communication

Process Matters. Tools Matter More.

Financial disclosure isn’t just a checklist—it’s a workflow. When that workflow is built on manual effort, the entire legal process slows down. DISCLOEZY is designed to bring structure, automation, and peace of mind to every stage of disclosure.

Ready to take the friction out of financial disclosure?
👉 Start your free trial or book a demo to see DISCLOEZY in action.