Family Lawyers Save Hours on Financial Disclosure
Request, organize, review, share, and calculate child support, spousal support, and property division in one secure system.
One system for the entire financial disclosure workflow
Clarity through AI assisted review and analysis
Built for family law. Secure, defensible, and practical
Trusted by Legal Professionals
Product Features
Everything you need to streamline your workflow and boost productivity
Client Management
Manage clients, profiles, and interactions in one place.
Document Management
Store, organize, and access documents securely.
Online Document Collection
Collect documents from clients online with ease.
AI Document Chat
Ask questions and get instant insights from your documents using AI.
Online Appointment Booking
Let clients book appointments anytime, anywhere.
Built-in Calculator
Perform quick calculations without leaving the platform.
Ready to transform your workflow?
Get Started FreeThe Fastest Way to Organize Financials for Divorce & Legal Matters
Your legal journey, simplified into three clear steps
Invite Your Client
Send a secure invite so clients can upload their financial documents in minutes.
Client Uploads & Platform Helps
Clients upload bank statements, tax returns, assets, debts—guided by clear checklists and secure uploads.
Automated Organization + Lawyer Review
Documents are precisely organized, flagged for missing items, and summarized—ready for courtroom use.
Invite Your Client
Send a secure invite so clients can upload their financial documents in minutes.
Client Uploads & Platform Helps
Clients upload bank statements, tax returns, assets, debts—guided by clear checklists and secure uploads.
Automated Organization + Lawyer Review
Documents are precisely organized, flagged for missing items, and summarized—ready for courtroom use.
The Smart Financial Disclosure Tracker with Automated Client Reminders
Managing financial disclosure doesn’t have to be stressful. Discloezy simplifies the process with a secure platform that tracks financial disclosures and automatically reminds clients to submit missing documents—keeping cases on schedule and reducing delays.
Faster Document Collection
Document Accuracy
Automated client reminders keep cases on schedule
Secure platform with bank-grade encryption
Real-time tracking and instant notifications
Achieve more productivity and revenue for every rep
Creating an effective cold email outreach strategy takes continuous optimization. Our cold email experts help so you can do more deals.
All clients in one place
Have all your clients under one roof and shift between client profiles with just one click. Invite as many co-workers as you need to get the job done.
Easily scale campaigns
Ready to send more volume? Just add an inbox (or five) to your existing campaign and we’ll start sending the same campaign from multiple inboxes.
Plus: Real-time tracking, 24/7 support & secure encryption
Why Lawyers Love DISCLOEZY
Your legal journey, simplified into three clear steps
See What Lawyers & Clients Are Saying
Chosen by legal professionals who value accuracy
Secure & Confidential
""The secure document portal has been a game-changer. My clients feel more comfortable uploading sensitive financial information, and I get everything in one place.""
Jessica R.
Legal Partner
No More Chasing Clients
""I no longer have to chase clients for missing documents! The automated tracking and completeness checks ensure everything is in order before submission.""
David L.
Divorce Lawyer
Faster Case Progress
""Disclosezy has completely streamlined our financial disclosure process. Automated reminders have reduced client delays by at least 50%, keeping our cases moving efficiently!""
Sarah M
Family Law Attorney
Saves Time for Sole Practitioners
""As a sole practitioner, Disclosezy has saved me hours each week. It’s like having a virtual assistant for financial disclosure—organized, automated, and stress-free!""
Mark T.
Family Law Specialist
Better Organization & Compliance
""Having a structured financial summary at my fingertips makes reviewing disclosures so much easier. The system flags missing files before they become a problem!""
Emily W.
Senior Family Law Counsel
Ideal for Law Firms
""Our firm handles multiple cases at a time, and Disclosezy has made it effortless to track financial disclosures across all clients. It’s a must-have tool for any law practice!""
Michael D.
Managing Partner, Family Law Firm
Need more information about cold email? Just ask
Creating an effective cold email outreach strategy takes continuous optimization. Our cold email experts help so you can do more deals.
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