Help Center
Getting Started
What is DISCLOEZY?
DISCLOEZY is a secure and purpose-built platform that helps legal professionals manage financial disclosure. From requesting documents to organizing and reviewing them, everything is streamlined in one place.
How to Sign Up and Set Up Your Firm.
This section shows you how to create your DISCLOEZY account and get your workspace ready to start requesting financial disclosure documents. It’s a quick setup, so you can begin working on your files right away.
Types of Accounts
This section explains the differences between Individual and Team accounts in DISCLOEZY. Learn what each account type includes, how billing works, and how to manage access within your team.
DISCLOEZY Platform Tour
This section gives you a quick visual overview of DISCLOEZY. Learn how to navigate the platform, register clients, request documents, and manage disclosures—step by step, with screenshots to guide you.
Using DISCLOEZY
Uploading and Organizing Client Files
This section explains how clients securely upload documents, how files are organized in your workspace, and how you can manage, review, and reorder them with ease.
Sharing with Opposing Counsel
This section explains how to securely share disclosure documents with opposing lawyers. Learn how to select files, apply redactions, set link expirations, and protect access with a PIN.
AI Review of Uploaded Documents
This section explains how to use DISCLOEZY’s secure, AI-powered tool to better understand the content of financial disclosure documents. Ask questions, get instant insights, and generate memos to support your casework—all without replacing your professional judgment.
Booking a Signing Meeting
This section explains how to schedule and manage a signing meeting with your client to finalize reviewed disclosure documents. You’ll learn how to send invitations, add custom meeting links, and prepare documents for signing.
How to Send a Client Request for Documents in DISCLOEZY
This guide walks you through the full process, from creating a client profile to sending a structured document request.
Best Practices
Tips for Faster Disclosure Collection
This section offers practical suggestions to help you streamline the document collection process, reduce delays, and get better-quality disclosures from clients using DISCLOEZY.
Managing Complex Files with Multiple Disclosures
This section helps you navigate disclosure-heavy cases with ease. Learn how to track, organize, and prepare multiple rounds of submissions using DISCLOEZY’s built-in tools.
Privacy & Security
How DISCLOEZY Protects Client Data
This section outlines the security, compliance, and privacy measures built into DISCLOEZY. Learn how client data is stored, encrypted, and protected in accordance with PIPEDA and Canadian data residency standards.
Document Retention and Deletion Policies
This section explains how long DISCLOEZY retains uploaded documents, who can delete them, and what happens after deletion. It outlines your control over client data and our secure backup and purge process.
Role-Based Access and Permissions
This section explains how user roles work in DISCLOEZY and what each type of user can access or manage within a team account.
Secure Sharing with External Parties
This section explains how to safely share selected documents outside your firm using PIN-protected links, expiration settings, and redaction tools—all built to ensure control and confidentiality.
FAQs
What Types of Documents Can Be Uploaded?
This section outlines which document formats are accepted, the quality standards for AI processing, file size limits, and how uploads are automatically organized in DISCLOEZY.
Can Clients Upload from Mobile?
This section explains how clients can easily upload documents from their phones or tablets without installing an app. Learn what’s supported, what to watch for, and how to ensure mobile uploads meet quality standards.
Contact & Support
How to Contact Support
This section explains the different ways to get help from the DISCLOEZY team. Whether you prefer phone, email, or self-service articles, support is always within reach.
Using the Help Center
This section helps you make the most of DISCLOEZY’s searchable Help Center. Learn how to find articles, use filters, and access updated content anytime.