FINANCIAL DISCLOSURE AUTOMATION

DO FINANCIAL DISCLOSURES FEEL LIKE A CHORE?

Simplify the process with industry-leading automation, saving you time and money, and making it quick and effortless for your clients.

Don't Waste Time On Client Financials Documents.

Your team is spending hours helping clients gather their financial records in a way you can use them. Our technology makes this process simple for your clients, and saves you hours and hours of time.

How does this work for attorneys?

COLLECTING FINANCIAL DISCLOSURES TAKES FOREVER. WE AUTOMATE IT SO YOU CAN GET MORE DONE FASTER.

1. Request

You log into Disclosure Expert to send your client a request to create disclosure. We send the client an email to start the process.

2. Gather

Your client uses Disclosure Expert to log into all their financial accounts. Disclosure Expert automatically collects all the data into one place.

3. Evaluate

Once your client is done, use Disclosure Expert to evaluate your client's financial data. Annotate everything right in the system to clarify discrepancies.

4. Share

Share disclosure with opposing counsel. You control what gets shared. No more redacting account numbers, no more hunting through your inbox.

Let's See How Disclosure Expert Works

EVERYTHING FINANCIAL IN ONE PLACE
EASIER FOR CLIENTS IS EASIER FOR YOU
BUILT IN COLLABORATION WITH CLIENTS
SECURE FIRST ... SECURE ALWAYS

why use disclosure expert?

EVERYONE HATES GATHERING FINANCIALS. WE MAKE IT PAINLESS... AND CORRECT!

Easier for your clients

Clients hate getting financials together. When they finally do it they make mistakes. Disclosure Expert reduces errors by pulling data right from the financial institutions. Numbers are right because they're right from the bank, which saves time for you and your clients.

Easier for your team

Mistakes and rework waste your time. Disclosure Expert helps streamline operations to focus on what is important and not waste time on fixing client data entry mistakes.

Track progress and edit deliverables

Follow progress and interact with your clients and team in Disclosure Expert. Use communication features to comment on deliverables to get to the right answer faster.

Share with your team

Advanced communication features make it easy to keep everyone in the same page in your office. Decide who gets to see what with comprehensive access control

Share with counsel

Share disclosure info with opposing counsel right in the platform. Decide what they see and track what they saw using Disclosure Expert's annotation system

Get Started Today!

Let's See How Disclosure Expert Works

EVERYTHING FINANCIAL IN ONE PLACE
EASIER FOR CLIENTS IS EASIER FOR YOU
BUILT IN COLLABORATION WITH CLIENTS
SECURE FIRST ... SECURE ALWAYS

Everything About Financials In One Place

Tired of tracking everything related to your clients financials over email? Tired of nagging them to get it done? Say no more! Disclosure Expert collects everything into one easy to use system. Everything in one place, all decisions tracked in the system. Everything secure. Disclosure Expert is the only sensible way to collect your client’s financial disclosures.

Easier For Clients Is Easier For You

This process is the worst for clients. They hate it more than they let on. With Disclosure Expert, they can get it done in minutes, and because it comes straight from their financial institutions, you can be confident it’s right.

Secure First... Secure Always

No more important documents in inboxes. No more losing versions of files. No more “shared drives”. No more Dropbox links. Everything is encrypted in the cloud and when it’s time to delete it… we really delete it. Forever.

Built in collaboration with clients and team

Clarify issues quickly and track decisions in real time with best in class collaboration tools. Share disclosures with your team and other individuals involved with the case. When it’s time to fully disclose, share an edited subset of the disclosure with opposing counsel to further streamline discovery.

Frequently Asked Questions

Yes. We partner with industry leading platform providers to ensure your client's data is kept from prying eyes. All data is securely encrypted and stored securely in the cloud. Disclosure Expert is built by experienced, US based software engineers who have built systems for some of the biggest companies in the world.

Absolutely. That data is yours and if you don't want Disclosure Expert to hold onto it we will delete it. And not just *wink* *wink* delete it like Facebook *wink* *wink* deletes it. We really delete it and purge it from all our backups. If you don't want your financials stored for reference on the platform, we want to make sure they are really gone.

Disclosure Expert works with industry leader Plaid to access banks and other financial institutions to gather and categorize financial data. Disclosure Expert simply take the data they gather for us and organize it into financials that are ready to present.

That's actually how we recommend billing. Disclosure Expert charges for "packs" of multiple disclosures. Simply pass this cost along to your clients like you would any other case-related expense. Disclosure Expert pays for itself in the amount of time it saves your clients and your staff.

Sometimes this happens with smaller financial institutions. In that case, clients upload supporting documents directly into Disclosure Expert. Some of the summary capabilities are not available, but all of the security and organization are still there as a powerful documentation management system.

Please see our pricing page for our simple pricing structure.

We make that simple. Get the disclosure ready to present, click "share" and enter opposing counsel's email address. We send them an invite to Disclosure Expert to review the disclosure. You select what they see and track when they see it. Everything stays in the platform: no more PDF's in unsecure email, no more searching shared drives for documents.

Yes. We can't automate everything (but we're trying). So there will be documents your clients need to track that we can't automatically gather. Disclosure Expert makes a great document management system and every document that your clients upload is secured just like automatically gathered financials.

Clients need to gather that data anyway for their case. If they don't want a secure, automated system to save them HOURS of time and your staff HOURS of time, Disclosure Expert can be used as a great document management and collaboration system. Use Disclosure Expert to upload supporting documentaton, collaborate about the details, and share the final output with opposing counsel. Disclosure Expert keeps the mess in one place so you can focus on what is important.
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