Disclosure Assistant Overview
Description
Disclosure Assistant helps family law, estate, and litigation professionals review bank statements faster. Upload PDF statements, automatically extract transactions, apply configurable review rules, generate PDF and CSV reports, and save documents directly to Clio Manage. The platform uses transparent, rule-based review logic rather than forensic conclusions, helping legal teams organize financial records, identify transactions that meet review criteria, and create defensible documentation for discovery and disclosure workflows. Key features include: PDF bank statement extraction Multi-statement merging Custom review thresholds and keyword rules Transaction review summaries PDF and CSV exports Clio Manage integration Secure cloud-based case management Designed to reduce manual review time and help legal teams process financial records more efficiently.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Document Review and Analysis
Intelligent Data Capture and Extraction with Batch Processing
Document Review and Evaluation for Due Diligence, Analytics and Reporting
Case Management
Calendaring
Docketing
Document Automation
Document Management
Client Intake
Forms Library
Billing
Litigation Management and Trial Preparation
Timelines
Brief Analyzer
PDF Management
Exhibit Management
Bates Numbering
human support
Divorce Practice
Child Support Calculator
Asset Distribution Calculator
Financial Statements
Intake Forms
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