How to Sign Up and Set Up Your Firm.
1. How do I create a DISCLOEZY account?
Visit discloezy.com/register to sign up. Just enter your name, firm name, email address, and create a password. After confirming your email, you’ll be logged into your workspace.
2. What information do I need to get started?
You’ll need your name, firm name, and email address. These details are used to personalize your experience and ensure your workflows, including email communications, are set up correctly.
3. Do I need to set up anything before I can request documents?
No extra setup is required. Once your account is created, you can begin sending disclosure requests and managing your files right away.
4. Can I use DISCLOEZY without entering firm details?
No. Your firm details are required to activate your account and ensure the system works properly. This information is used in automated workflows, including email signatures and document communications.
5. Is there a walkthrough when I first log in?
Yes. DISCLOEZY includes a guided onboarding wizard that walks you through the key steps—from setting up your first case to sending a disclosure request.
6. Do I need to download anything to use DISCLOEZY?
No. DISCLOEZY is fully web-based and works right from your browser. No downloads or installations are needed.
7. Can I try DISCLOEZY before entering billing details?
Yes. We offer a 7-day free trial so you can try the platform before committing to a plan.
8. How do I access my dashboard after signing up?
After signing up, you are automatically taken to your dashboard and prompted to register your first client to begin the workflow.