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No More Chasing – How DISCLOEZY’s Automated Client Reminders Save You Time (and Headaches)

In family law, gathering disclosure documents is rarely a one-and-done task. Clients get busy, emails go unanswered, and follow-ups eat into precious billable time. What should be a straightforward process often turns into a cycle of delays and frustration.

That’s why DISCLOEZY includes built-in Automated Client Reminders—so you can stay focused on the legal work while we handle the nudging.

Set It and Forget It

Once you send a disclosure request through DISCLOEZY, the system takes over:

  • Clients receive automated reminders for any outstanding documents

  • Reminders continue until the task is completed

  • You set the tone—gentle, firm, or customized to your practice style

There’s no need to track who’s falling behind—DISCLOEZY does it for you.

Smart, Targeted, and Timely

Unlike generic emails that get ignored, our reminders are context-aware. Each one includes:

  • A personalized message

  • A direct link to the client’s portal

  • A summary of what’s missing

This keeps clients informed and accountable—without overwhelming them.

Better Experience for Everyone

For clients, the reminders are helpful nudges that keep them on track. For legal professionals, they’re a time-saver that reduces manual follow-ups, missed steps, and miscommunication.

The result?
✅ Faster submissions
✅ Fewer errors
✅ Smoother cases from start to finish


You don’t need to be the reminder system. Let DISCLOEZY handle the follow-up.
🆓 Start your free trial and see how much time you can save.

Ready to Simplify Financial Disclosure?