DISCLOEZY Platform Tour
DISCLOEZY helps legal professionals simplify financial disclosure from start to finish. Let’s take a quick tour to get you started.
After logging in, you’ll see your dashboard. From here, you can register new clients, view active cases, and access core tools.
Click “Register New Client” and enter basic details to start your first case. This sets up your disclosure workspace.
Use built-in templates to send smart, pre-formatted disclosure requests. Clients get clear instructions and reminders.
