Simplify, streamline and elevate your approach to document management and disclosure in family law matters with Disclosure Ready.
Turn mandatory financial disclosures into a guided, auditable workflow
AI-assisted classification and completeness checks - reduces rework, time to file and staff burden
A system which OCRs, organizes and helps assemble disclosure packets with checklists and audit trails
Smarter matter workflows
Where Matter Intelligence is enabled, Disclosure Ready provides a suite of intelligent tools to help you work more efficiently, surface insights faster and bring greater structure to your matters.
- Analyze Assistant: Ask questions and interact directly with your matter. From summarizing documents to clarifying timelines, the assistant helps surface insights faster.
- Automatic Document Ingestion: With AI enabled, documents uploaded into a matter can generate high-level summaries - giving you immediate visibility into their contents without needing to review them in full. Quickly assess relevance and move more efficiently through large volumes of material.
- Matter Taxonomy: With AI enabled, Disclosure Ready can build a structured overview of the matter as documents are added - including key details such as parties, stage, type and jurisdiction. This creates a consistent, high-level understanding of the case as it develops.
- Smart Classification: Automatically presents a suggested document name, date and destination folder for the files you upload, keeping your matter organized from the outset.
- Bank Statement Analysis: Extracts and summarizes key transactions, accelerating financial reviews and highlighting patterns within financial records.
- Chronology generation: Extract dates and create an instant timeline of key information for quick case analysis, with enhanced interaction history and export functionality.
- Automatic matter checks & validation (coming soon): With AI enabled, you can scan across your matter content to identify potential gaps, inconsistencies or areas that may require further investigation - supporting more complete and reliable disclosure preparation.
Seamless collaboration
- Custom sharing options: Securely share matters with colleagues, clients, or external parties, with adjustable access permissions.
- Complete oversight: Use the administrative dashboard to manage users, matters and firm-wide activities.
- Archived access: Conveniently store and retrieve matters as needed.
- Guided submissions: Provide personalized instructions to help clients upload required documents.
Effortless document handling
- Simple uploads: Upload PDF and non-PDF files quickly and easily, the system will convert them into text searchable PDFs.
- Broad compatibility: Supports video, audio, images, emails and Office files (Word, Excel, PowerPoint).
- Intelligent organization: Auto-indexing and pagination for seamless management.
Advanced OCR and search
- Instant searches: Run quick, simple and comprehensive searches across all uploaded documents.
- Searchable text: OCR converts scanned documents into searchable text.
Disclosure
- Disclosure dashboard: Track disclosed documents in one place and monitor when they’ve been imported by the opposing side.
- Audit trail: Maintain a comprehensive record of all disclosure activities for accountability and transparency.
Enhanced productivity
- Automated bundles: Compile, index and hyperlink disclosure bundles automatically.
- Unlimited active time: Keep matters open without restrictions on duration.
- Integrated workflows: Connect with leading practice management systems for a smooth experience.
Seamless integrations
Seamlessly Integrate Disclosure Ready with your law firm’s technology stack. We are committed to enabling seamless integration between Disclosure Ready and the legal software your firm relies on. Check out the selection of commonly used legal platforms with which we have developed native integrations.
View IntegrationsAI you can trust
Importantly, we do not use customer data to train AI models, nor do we permit third parties to access it for that purpose.
To learn more or see the features in action: