Financial Disclosure Technology
Created by Family Law Professionals for Family Law Professionals
Simplifying the Financial Disclosure process for your clients
and making it easy to share files with other professionals.
Empowering Professional Collaboration
COLLABORATIVE LAW
Mediators
Financial
Connect With More Professionals
FAMILY
MEDIATORS
Arbitrators
Divorce Coach
Full Service Mediation
LEGAL
SERVICES
Litigators
Legal Clerks
Simplifying
Legal Services
FINANCIAL
PROFESSIONALS
Mortgage Brokers
Financial Planners
Be Found By
Other Professionals
Financial Disclosure:
For Your Clients:
Simplified Financial Disclosure
Financial Disclosure streamlines the disclosure process into simplified language, intuitive questionnaires, and bite-sized steps, so that your clients can keep on top of what is required of them.
This means financial disclosures completed quicker, with less drama and compiled correctly… the first time. Because it’s that simple.
For professionals:
Simplified Collaboration
Sharing of documents between clients and between, lawyers, mediators and financial professionals has never been easier. No more couriers, printing reams of paper, or documents being lost in transit. Financial Disclosure’s secured digital “handshake” process allows you to instantly share, with client consent, financial disclosure files with other professionals, anywhere, any time.
Financial Disclosure allows 24/7 access from any browser.
For Your PRACTICE:
Increased Productivity
Financial Disclosure requires time and effort, not only for the client, but also of the professionals involved. Automating your financial disclosure process means less client complications, less administrative headaches, reduced liability risks and increased productivity.
Digital Questionnaires, intelligent checklists, instant notifications, negotiation tools, financial visualization and auto-generated documents.
Fully Digitized Processes:
Why Financial Disclosure.ca?
$49.95 Per New Client File
Be Found By Other Professionals
Online Client Interview, Digital Checklist, Document Review Systems, Negotiation Room
Auto-generated Net Family Property Statement, Client Summaries & Court Docs.
Membership Includes:
CHECK OUT our features
Data Security
Encrypted servers, triple backup and digital privacy protocols bring new levels of data security to both professionals and their clients.
Risk Management
Standardizing processes, incorporating best practices and implementing security protocols is key to a professional Risk Management Policy.
Intuitive Processes
Simplified interfacing and intuitive design allows clients and professionals to work towards completion easily, orderly and in a timely manner.
Reduced Storage Needs
Reduce paper and physical storage requirements. Automatically generate legal statements based on information provided in the financial disclosure.
Simplifying
Whether you’re a sole practitioner or a large firm,
there is a perfect plan for you.
Small FIRM
For small teams (3 – 4 staff.)-
Listing in the Collaborative Directory
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3 - 4 Account Users
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Pay As You Go
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$49.95 Per Client File
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Send Unlimited Handshakes
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Receive Unlimited Handshakes
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Simplified Disbursement Billing
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Administrative Team File Access
SOLE Practitioner
For practitioners plus an assistant.-
Listing in the Collaborative Directory
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1-2 Account Users
-
Pay As You Go
-
$49.95 Per Client File
-
Send Unlimited Handshakes
-
Receive Unlimited Handshakes
-
Simplified Disbursement Billing
Large FIRM
For large teams (5 – 7 staff.)-
Listing in the Collaborative Directory
-
Pay As You Go
-
5 - 7 Account Users
-
$49.95 Per Client File
-
Send Unlimited Handshakes
-
Receive Unlimited Handshakes
-
Simplified Disbursement Billing
-
Administrative Team File Access
Innovation For Industry Leaders
Part of the Ontario Professional Innovation Initiative, Financial Disclosure software is a secured cloud platform designed to assist family law professionals to standardize processes and organize, manage, and complete financial disclosures.
Are you a Family Law Professional?
Ready to innovate financial disclosure?
Financial Disclosure simplifies the process for clients, professionals and their staff. Connect to and be found by, other Lawyers, Mediators and Financial Professionals.
