A better way to manage financial disclosure
Reduce the administrative burden of financial disclosure, stay organized from the start, and spend more time helping clients.
Smarter review for modern family law practices
Automated Disclosure Review
Quickly review disclosure documents with AI-assisted support that helps you spot gaps, inconsistencies, and items that may need closer legal attention.
Anomaly Detection
Surface unusual transactions, missing records, or income-related issues earlier so your team can focus on the files that need the most human judgment.
Financial Summaries
Turn large volumes of financial documents into clearer summaries your team can review faster and use more confidently in file preparation.
Organization & Clarity
Elevate your practice from chaos to a museum of orderly documents. Our automated systems handle the heavy lifting of filing Notice to Disclose responses so you can focus on legal strategy.
Disclosure Packages
Prepare disclosure materials in a more consistent, organized way that supports your firm’s workflow and reduces avoidable administrative work.
Intelligent Categorization
Documents are automatically identified and routed to the right place, helping your team spend less time renaming, sorting, and filing.
Automated Folder Structures
Start each file with a structured, best-practice setup that gives lawyers and staff a clearer way to manage disclosure from day one.
Templates that help you start faster and miss less
Use pre-configured disclosure templates to create a more consistent process across your practice. DISCLOEZY helps your team move faster, reduce omissions, and tailor requests to the needs of each matter.
- verified_user Supports a more consistent disclosure workflow
- auto_fix_high Reduces manual setup for every new file
- history_edu Helps your team request the right documents more confidently
Automated client reminders that keep files moving
Follow-up takes time and often slows the entire disclosure process. DISCLOEZY helps by sending automated reminders, so your team spends less time chasing documents and more time moving matters forward.
Email Sequence
Send professional, firm-branded reminder emails automatically to keep disclosure requests active and visible.
SMS Alerts
Use text reminders for an extra nudge when time is of the essence and client responsiveness is critical.
Keep deadlines, documents, and people aligned
Deadline Management
Support better file coordination with scheduling tools that help your team stay on top of important dates and next steps.
Secure Disclosure Vaults
Give clients a secure place to upload sensitive financial documents so everything arrives in one organized workflow.
Controlled Collaboration
Share documents more securely with the right people while maintaining visibility and control throughout the disclosure process.
Privacy and security built into the workflow
Automated Redaction
Help protect sensitive personal information by identifying and masking key details across disclosure documents.
Complete Audit Trails
Maintain a clearer record of uploads, access, downloads, and file activity across the disclosure process.
Ready to transform your disclosure workflow?
See how DISCLOEZY can help your firm reduce disclosure admin, improve organization, and create a better experience for both legal professionals and clients.