Interactive Demo
Click through the sidebar to explore every section of the disclosure walkthrough. Toggle between individual and attorney views to see both perspectives.
OVERVIEW
FINANCIAL
5/9PERSONAL
0/4LEGAL
0/2REVIEW & REPORTS
0/1COLLABORATION
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Welcome back, Sarah. Here's your disclosure progress.
You're making great progress. Continue where you left off to complete your financial disclosure.
FINANCIAL
PERSONAL
LEGAL
REVIEW & REPORTS
Total Estimated Assets
Click any section in the sidebar to explore. Use "Save & Continue" to walk through the full disclosure.
Track completion across all 16 disclosure sections. Category breakdowns show exactly where you stand.
See a complete picture of assets, debts, and net worth — automatically compiled from your linked accounts.
Generate properly formatted disclosure responses, Bates-numbered document indexes, and financial summary reports.
Request a demo and we'll walk you through the full platform, tailored to your specific needs.
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