
Making Financial Disclosure Simple, Secure, and Stress-Free
Financial disclosure is a critical but often frustrating part of family law cases. Lawyers spend hours chasing clients for documents, ensuring completeness, and managing sensitive financial data securely. Delays, missing files, and disorganized submissions can slow down cases, increasing stress for lawyers and their clients.
At Discloezy, we set out to solve these challenges by creating a secure, automated financial disclosure platform that eliminates inefficiencies and helps legal professionals focus on what truly matters—their clients.
The Problem: Why Financial Disclosure is a Pain Point
For many family lawyers, the financial disclosure process is a manual, time-consuming headache. Some of the biggest challenges include:
- Chasing Clients for Documents – Lawyers spend valuable time following up with clients who are slow to submit required financial information.
- Ensuring Accuracy & Completeness – Manually verifying whether all necessary bank statements, tax returns, and asset details have been provided can lead to errors and delays.
- Managing Sensitive Data Securely – Traditional methods like email and physical document exchanges pose risks of lost files and security breaches.
Without a structured, automated system, law firms can lose billable hours trying to organize and track financial disclosures instead of focusing on case strategy.
The Solution: How Discloezy Simplifies Financial Disclosure
Disclosezy is designed specifically for family lawyers and legal professionals who want to make financial disclosure easier, faster, and more secure.
Key Features of Discloezy:
- Secure Lawyer-Client Portal – A centralized, encrypted platform for lawyers and clients to upload, track, and manage financial documents in real-time.
- Automated Client Reminders – Never chase documents again! Clients receive automatic reminders until all required files are submitted.
- Smart Document Organization – Disclosezy categorizes and flags missing documents, ensuring completeness before lawyers even begin their review.
- Built for Law Firms & Solo Practitioners – Whether you’re a sole practitioner or managing a team, Disclosezy adapts to your needs.
💡 And the best part? Lawyers can start with a 7-day free trial—no credit card required!
Our Vision for the Future
At Discloezy, we’re just getting started. Our mission is to become the go-to platform for financial disclosure in legal cases, and we’re constantly innovating to improve the experience for lawyers and clients alike.
Here’s a look at what’s next:
- AI-Powered Document Checks – Our system will soon automatically detect missing or incomplete financial records, saving lawyers even more time.
- Seamless Integration with Law Firm Software – We’re working on integrations with case management tools, making Disclosezy an effortless addition to any law firm’s workflow.
- Custom Workflows for Different Legal Needs – Beyond divorce cases, we plan to expand financial disclosure support to other legal areas like estate planning and business law.
We’re committed to helping family lawyers modernize financial disclosure so they can provide better service while eliminating administrative burdens.
Try Discloezy Today – Free for 7 Days!
Whether you’re a family lawyer, legal assistant, or managing partner, Discloezy is here to streamline financial disclosure and save you time.
- Get started with a 7-day free trial – no credit card required.
- Choose the perfect plan for solo practitioners or law firms.
- Eliminate delays, reduce stress, and focus on winning cases.
Sign Up Now and experience the future of financial disclosure!