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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

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.

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