Disclosure Wizard

Disclosure Wizard is financial disclosure software for family law matters, built for the Federal Circuit and Family Court of Australia. It replaces manual document-chasing and bundle assembly with a four-step guided workflow: Gather, Review, Preview, and Provide.

Key features and functions include:

AI document intake
Uploaded documents are automatically named and categorized by AI, which flags unclear or uncertain files for manual review. Users retain final approval over every suggested category and filename before a bundle is compiled.

Client upload portal
Lawyers can invite clients to upload documents directly into a matter through a secure portal, with an optional deadline and a checklist of requested document types. Client access is free, does not use a firm’s lawyer seat, and can be revoked at any time.

Coverage and gap checking
Before a bundle is compiled, the platform lists likely missing documents and shows coverage against each required category, so gaps can be addressed before the bundle is finalized.

Bank statement analysis
A coverage check reviews uploaded bank statements account by account, flagging gaps and stale accounts. A separate spending analysis tool extracts and categorizes individual transactions using a family-law-specific taxonomy (including gambling, cash withdrawals, and third-party transfers), reconciles against statement balances, and exports results to CSV. These bank statement tools are included in firm plans.

One-click bundle compilation
Approved documents are compiled into a paginated bundle with a cover page, table of contents, and section separators. A watermarked preview can be reviewed internally, or shared with counsel through a time-limited review link, before anything is sent to the other party.

Secure, auditable delivery
Completed bundles are shared through a link that expires or can be revoked at any time, with a date-stamped record kept of when the bundle was provided and accessed. Firms can also log disclosures provided outside the platform, such as by post, to maintain a complete provision history. Updates to a matter are tracked as new, dated rounds rather than overwriting prior disclosures.

Passwordless access
Users and invited clients sign in using a one-time code sent by email rather than a password.