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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.
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.
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.
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.
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.
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.
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.
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.
This section offers practical suggestions to help you streamline the document collection process, reduce delays, and get better-quality disclosures from clients using DISCLOEZY.
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.
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.
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.
This section explains how user roles work in DISCLOEZY and what each type of user can access or manage within a team account.
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.
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.
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.
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.
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.