Features of Disclosio, family law disclosure software
Everything a family law firm needs to run financial disclosure: client intake, document checklists, staff review, Rule 49 deadline tracking, and initial and supplemental disclosure statements.
Intake questionnaires clients complete on their own time
Send each client a financial intake questionnaire through the secure portal. Clients can save and come back, and their answers are stored on the matter for your team to review, instead of arriving as a scanned form or a long email.
- Plain-language questions written for non-lawyers
- Answers saved to the matter, not an inbox
- Staff can see what has been answered and what has not
- Clients can answer in English or Spanish. Questions your firm adds need your own Spanish wording.
Clients know exactly what to upload
Each matter gets a document checklist that tells the client, item by item, what your firm needs. Clients upload files from a computer or photograph paper documents with their phone, and the checklist updates as items come in.
- Photo upload straight from a phone browser
- Clients see what is done and what is still missing
- Fewer reminder emails from your staff
Staff review every document before it is produced
Paralegals and attorneys review each upload in one queue. Approve it, or ask the client for a clearer or complete copy.
- One review queue per matter
- Ask for a new copy, with a note the client sees
Disclosure deadlines built around Arizona Rule 49
Disclosio tracks each disclosure period per matter, organized around Arizona Rules of Family Law Procedure, Rule 49. Attorneys, paralegals and administrators see the same due dates, so nothing depends on one person's calendar.
Other states are planned. See which states are supported.
Initial and supplemental disclosure statements
Each matter has one disclosure flow. Draft the Initial Rule 49 Disclosure Statement section by section from reviewed documents, covering Rule 49 (d) to (l), witnesses, experts, ESI and an exhibit index. Each numbered Supplemental Disclosure Statement marks what is NEW or AMENDED, so what was disclosed and when stays clear.
- Attorney approval before a statement is finalized
- Word and PDF on pleading paper
- Optional Bates numbering
- Service records on the matter
- A supplement watch reminder when new material needs a supplement
Disclosio drafts from your firm's records. Your attorneys review and approve every statement before it is served.
AI that your firm controls
AI assistance in Disclosio is optional. It is off until a firm administrator switches it on for the firm. If a client or attorney prefers no AI on a file, AI can also be turned off for a single matter on request.
Off until a firm administrator turns it on.
Built for the whole family law team
Managing partners
One consistent disclosure process across every attorney and matter.
Attorneys
See disclosure status and deadlines on any matter at a glance.
Paralegals
Less time chasing clients, more time reviewing what came in.
Firm administrators
Microsoft sign-in and firm-level settings, including AI controls.
Next: see how a matter moves through Disclosio or read how client data is protected.
See these features on a sample matter
A short walkthrough of the client portal, review and deadline tracking. No commitment.
Book a demo