Financial Disclosure Software
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.
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.
Grow Your Practice
COLLABORATIVE LAW
Lawyers
Mediators
Financial
Mediators
Financial
Connect With More Professionals
Spread the Collaborative message, find and connect to other Professionals. Financial Disclosure simplifies file sharing between you and your Collaborating Team of professionals.
LEGAL
SERVICES
ILA
Litigators
Legal Clerks
Litigators
Legal Clerks
Simplifying
Legal Services
Be it working with your clients, exchanging with opposing counsel or offering ILA, Financial Disclosure simplifies collaboration between your clients, your staff and your network of professionals.
FAMILY
MEDIATORS
Family Mediation
Arbitrators
Divorce Coach
Arbitrators
Divorce Coach
Full Service Mediation
Develop your Mediation Model by bringing added value to your clients. Help your clients better prepare, generate financially solid agreements and easily connect to other professionals.
FINANCIAL
PROFESSIONALS
Financial Analysts
Mortgage Brokers
Financial Planners
Mortgage Brokers
Financial Planners
Be Found By
Other Professionals
Offer your Financial Services directly to the professionals with the clients or connect your clients to Family professionals. Be found according to your profession, your specialty, or your location.
Empowering Professional Collaboration
View The Financial Disclosure Process
CLICK “Start Tour” to see how the digital Financial Disclosure works.
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 Your Business:
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.
Professionals simply link clients to their Financial Disclosure account, generate a digital questionnaire interview, and then review and validate client documents as they are uploaded. One click from you, either approves documents or sends them back to your client. Client communications are tracked and recorded, and documents are assembled and collated for your case file.
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.
Because inadequate financial disclosure creates chaos, strife and strategic disadvantages.
Financial Disclosure.ca
Because inefficient Financial Disclosure processes cause unnecessary delays, frustration and needless expenses for all parties involved.
Financial Disclosure.ca Because proper Financial Disclosure is the foundation of family law and obligation of family professionals.
Financial Disclosure.ca FinancialDisclosure.ca utilizes the best of Technology to make great professional even better.
Financial Disclosure.ca Previous
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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 Requirements
Reduce paper and physical storage requirements. Automatically generate legal statements based on information provided in the financial disclosure.
Simplifying Unnecessary Complexity
Whether you’re a sole practitioner or a large firm, there is a perfect plan for you.
SOLE PRACTIONER
For Sole
Practitioners
$79
PER MONTH
(billed annually)
- Single User
- up to 40 files annually
- unlimited Handshakes
Practitioner PluS
For practitioners
plus an assistant.
$99
PER MONTH
(billed annually)
- 2 Users
- up to 60 files annually
- unlimited Handshakes
Small
FIRM
For small teams
(3 – 4 staff.)
$199
PER MONTH
(billed annually)
- 3 - 4 Users
- up to 100 files annually
- unlimited Handshakes
Large
FIRM
For large teams
(5 – 7 staff.)
$399
PER MONTH
(billed annually)
- 5 - 7 Users
- up to 200 files annually
- unlimited Handshakes
Are you a Family Law Professional?
Ready to innovate financial disclosure?
Join the Financial Disclosure Platform and simplify the process for your clients.
Connect to and be found by, other Lawyers, Mediators and Financial Professionals.
