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Help Center

Explore our comprehensive guides to get the most out of our platform.

Getting Started
What is DISCLOEZY? How to Sign Up and Set Up Your Firm. Types of Accounts DISCLOEZY Platform Tour
Using DISCLOEZY
Uploading and Organizing Client Files Sharing with Opposing Counsel AI Review of Uploaded Documents Booking a Signing Meeting
Best Practices
Tips for Faster Disclosure Collection Managing Complex Files with Multiple Disclosures
Privacy & Security
How DISCLOEZY Protects Client Data Document Retention and Deletion Policies Role-Based Access and Permissions Secure Sharing with External Parties
FAQs
What Types of Documents Can Be Uploaded? Can Clients Upload from Mobile?
Contact & Support
How to Contact Support Using the Help Center

Document Retention and Deletion Policies

1. How long does DISCLOEZY retain uploaded documents?

In line with PIPEDA guidelines, DISCLOEZY retains documents for as long as the legal professional remains on the platform. You may manually delete documents or client records at any time.

2. Who can delete documents from DISCLOEZY?

Only the legal professional who owns the file can delete it. Clients cannot remove documents once they’ve been uploaded.

3. Can I delete an individual document from a case?

Yes. Legal professionals can remove specific files from a case through the case workspace.

4. Can I delete an entire client record and all associated documents?

Yes. You can delete a client record, and all associated documents will be permanently removed from the system.

5. What happens after a document is deleted?

Deleted documents are removed from the platform immediately. For up to 7 days, they can still be retrieved from our secure backup system if needed. After 7 days, the data is permanently purged and cannot be recovered.

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