Financial disclosure software for better client outcomes
Enabled your divorce clients to succeed by streamlining the information collection and organization process. Replace those old excel and pdf files with a modern framework to save loads of time and headache.
What we do
How we can help
Focus on The Case
Spend more time on winning your clients case and less on chasing PDF and Excel documents
Happier Clients
Reduce stress on your clients with simple short forms behind the scenes automation. Happier clients means more referrals.
Organized
Always know the data that you have is up to date and current. all statements, transactions and documents combined into a single file to easily transmit or archive.
Collaborate
Work with your clients in real-time to finish any outstanding details.
Video
Watch It In Action
Download organized details
After finalizing the disclosure all statements, supporting documents, generated PDF files, signatures, and more are organized into folders. Everything is easy to find and ready to go. Don’t go hunting for documents and spend time compiling outdated files.
Fully Responsive
Build For & Tested on All Major Platforms & Devices
We take compatibility serious and engineer for the widest range of users possible.
Pricing
Choose A Plan That Works For You
Purchase credits in order to invite users and start financial disclosures
Ad hoc
- Up to 10 linked accounts / fd
- Client intake
- State specific forms
- Electronic signatures
Small Firm
Most Popular- 11 disclosures / month
- Up to 10 linked accounts / fd
- Client intake
- State specific forms
- Electronic signatures
Large Firm
Contact for Pricing- Up to 10 linked accounts / fd
- Client intake
- State specific forms
- Electronic signatures