Help Center

Step 1: Create or Import a Client

You have two options when adding a new client in DISCLOEZY.

Option 1: Import from Clio

If your firm uses Clio and has it connected, you can import the client directly from Clio. This pulls in the core client information and saves time on manual entry.

This option is ideal if the matter already exists in your practice management system.

Option 2: Create a Client from Scratch

If you prefer to create the client manually, click Create Client.

You will see the following fields:

Client Information • Name
• Email

Court Information • Province
• Court Name
• Court Location
• Court File Number
• Lawyer File Number

The Parties • Select Side

Status

Only the following fields are mandatory:

• Name
• Email
• Status

All other fields are optional and can be completed now or updated later.

Important Note on Parties

If you select a side under The Parties, you will be required to enter the opposing counsel details. This ensures that the matter is properly structured and ready for future sharing or collaboration if needed.

Once the required fields are completed, click Save Client.

Your client workspace will be created immediately, and you can proceed to sending a document request.

Step 2: Open the Client Workspace

From your dashboard, select the client you just created.

You will enter the client’s disclosure workspace. This is where requests, uploads, categorization, tracking, and review take place.

This workspace serves as your structured disclosure control centre.

Step 3: Start a New Request

Inside the client workspace, click Request.

When you click this button, you will be taken to a screen where you must select who you are sending the request to.

You will choose whether you are requesting documents from:

• The client
• Opposing counsel

Next, select the action you want to perform.

Once you have made your selection, click Proceed.

You will then be taken to the request builder screen, where you can customize and structure the disclosure request.

Step 4: Customize the Request

By default, the checklist you see will reflect disclosure expectations for your province, state, or county. This ensures that the standard documents typically required in your jurisdiction are already included.

However, every firm has its own preferred way of collecting disclosure.

Some firms separate personal and corporate records. Others use specific naming standards or request additional supporting documents. Many firms follow a long established internal structure for review and file organization.

DISCLOEZY adapts to your firm’s workflow.

Build a Custom File Specific Request

If your firm prefers a specific structure, click Add File Specific Request.

When you use this button, you are not simply adding another request item. You are defining:

• The exact document you want
• The instruction the client will see
• How the uploaded file will be categorized inside the system

This means you are designing how incoming documents will be organized before they are even received.

For example, instead of requesting “Bank Statements,” you could request:

• RBC Chequing Account January to December 2024
• Corporate Operating Account Last 24 Months
• Personal Line of Credit Statements Since Separation

Each uploaded file is automatically categorized according to the structure you created.

This reduces renaming, re sorting, and internal confusion.

What This Accomplishes

When you create file specific requests:

• Clients clearly understand what to upload
• Documents arrive properly categorized
• Your team sees files in a consistent structure
• Review becomes faster and more predictable

You are replacing interpretation with clarity. DISCLOEZY works around your workflow rather than forcing you to adjust to the software.

Step 5: Add Additional Instructions

Before sending the request, you may include additional instructions for your client.

This section allows you to provide helpful clarification so the client understands exactly what is being requested and how to respond.

You can use this space to:

• Explain what types of documents are acceptable
• Provide examples to avoid confusion
• Clarify expectations about completeness
• Offer guidance on how to label or upload files

At this stage, you may also attach firm specific court forms, internal forms, or any additional documents the client needs to review or complete. This ensures the client has everything required in one place.

Clear instructions reduce misunderstandings, limit incomplete submissions, and create a smoother disclosure process for everyone involved.

Step 6: Set Up Your Reminders

DISCLOEZY automatically includes a reminder schedule when you send a request.

By default:

• The request is set with a 30 day response window
• The client receives a reminder notification every 7 days

You have full control over this schedule.

You can:

• Extend or shorten the response deadline
• Adjust the reminder frequency
• Add additional reminder notifications as needed

This allows you to align reminders with your firm’s workflow and expectations.

Once the client completes all required uploads, the reminders automatically stop.

You do not need to manually cancel them.

This ensures follow up happens consistently, without adding administrative work to your team.

Step 7: Send the Request

Once you have completed the checklist, added instructions, attached any additional forms, and configured your reminders, click Send.

When the request is sent:

• The client receives the structured disclosure request by email
• A copy of the email notification is automatically sent to the team member who initiated the request

This ensures you have confirmation of exactly what was sent and when it was delivered.

From this point forward, the request is live, reminders are active, and all uploads will flow directly into the client workspace inside DISCLOEZY.

The disclosure process is now structured, trackable, and centralized.