Financial disclosure is the backbone of family law—but keeping track of dozens of documents across multiple clients? That’s where things can get messy.

From bank statements to tax returns, pay stubs to pension statements, legal professionals are often left sorting, labelling, and re-filing documents just to make sense of them. That’s not just tedious—it’s costly.

Enter DISCLOEZY’s Smart Organization feature: designed to keep your disclosure documents structured, searchable, and stress-free.

Categorized Automatically

As clients upload documents, DISCLOEZY intelligently organizes them into the appropriate financial categories—based on the request template you created. No more mystery uploads labelled “Document_1.pdf.” You’ll see exactly what was submitted and where it belongs.

Always Up to Date

Every submission appears with a timestamp and a clear label, giving you real-time visibility into your client’s progress. Need to confirm if the bank statements were for the correct months? It’s all right there—no digging required.

Flags What’s Missing

DISCLOEZY highlights which documents have been submitted and which are still outstanding. Optional items, required items, late uploads—it’s all tracked automatically so you never miss a step.

Benefits for Your Practice

• Less time sorting, more time advising

• Fewer errors when preparing court-ready packages

• Better transparency for both lawyers and clients

Whether you're managing one case or twenty, Smart Organization means you always know where things stand—and where to focus next.

Start your free trial at discloezy.com/register and experience what it feels like to stay ahead, not buried in documents.