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DISCLOEZY

Streamlined financial disclosure management for family law professionals.
  • CLIO MANAGE
Available in Canada

Get a Clio product walkthrough. Request a demo.

Starting at $27.65 per month CAD
Starting at $27.65 per month CAD
Starting at $27.65 per month CAD
Starting at $27.65 per month CAD
Starting at $27.65 per month CAD
Starting at $27.65 per month CAD
Starting at $27.65 per month CAD
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Key benefits for your firm

  • Save hours on every disclosure file

    DISCLOEZY automates the most time-consuming parts of financial disclosure, giving lawyers a clean, organized workspace without email back-and-forth. Firms use it to eliminate document chasing and reclaim billable time on files that would otherwise be buried in admin.

  • Keep every document organized and court-ready

    All uploads are automatically categorized, tracked, and stamped with clear timelines, so you always know what arrived and what’s missing. Lawyers rely on this to avoid outdated documents and to prepare complete, structured disclosure packages in minutes.

  • Deliver a smoother client experience with fewer delays

    Clients upload everything in one secure place, receive reminders automatically, and stay on track without manual follow-ups from the firm. This reduces frustration on both sides and keeps cases moving, especially for solos and small teams with limited admin support.

How DISCLOEZY works with Clio

  • DISCLOEZY connects to Clio Manage by importing your client contact, running the entire financial disclosure workflow in DISCLOEZY, and then sending selected finalized documents back into the client record in Clio.

    This keeps Clio as the main system of record while DISCLOEZY handles the heavy lifting of requests, uploads, review, and packaging. Lawyers stay in a familiar environment and gain a purpose-built engine for financial disclosure.

    • Import Clio contacts to start a disclosure file in DISCLOEZY without retyping information
    • Manage requests, client uploads, reminders, and reviews in one organized DISCLOEZY workspace
    • Send completed disclosure documents back into Clio so the final package sits with the rest of the client file
Ready to improve your workflow with DISCLOEZY and Clio? Get Started

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Helpful resources

  • Getting Set Up

    If you need instructions on connecting DISCLOEZY to Clio Manage, you can visit our setup information at https://discloezy.com and follow the guidance

  • Security and privacy policy

    DISCLOEZY is committed to strong privacy, data protection, and secure handling of financial disclosure documents.


    You can view DISCLOEZY’s privacy policy and terms of service directly on our website at https://discloezy.com. 

  • Additional Support

    If you need help at any point, you can reach DISCLOEZY support at [email protected].