Financial Disclosures

Key benefits for your firm

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  Happier Clients

  Instead of managing many different PDFs and excel files allow Financial Disclosures to manage the disclosure process. A single input form with places to upload supporting documents makes for happier clients, less confusion, and more accurate information.
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  Speed It Up

  Clients can connect their financial accounts to quickly pull in those accounts, balances, and statements. Additionally clients can categorize their expenses within minutes instead of logging into all their bank accounts and reviewing statements.
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  Output State Required Forms

  Once the client has finished with a signature the system will generate any state required forms needed to complete this part of the divorce process. Let us do the hard work of keeping it all straight.