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Our disclosure portal - helpful and relevant file names

Updated: Nov 30, 2020

Our program automatically generates proper file names. We know that when you send 3 (or 9) emails to the other side for financial disclosure, and they send you back as many, you have a number of important documents spread across different emails and potentially sitting in different inboxes.

We also know that those email attachments probably don't have relevant file names. Some of them do, but most of them are "PDF 005874632". You know in your mind what document you want but you can easily waste twenty minutes opening up all of these random attachments trying to find it.

This is where our new disclosure portal comes to the rescue.

When your client uses their client disclosure portal, or when the other side (the other lawyer) uses their disclosure portal, they will be prompted with a file name that describes the asset it relates to. They don't need to type it in, it is already there.

So instead of a series of emails with varying attachment names mostly involving digits, you will get a list of documents with meaningful names. This will save a lot of time and a lot of frustration.

If you are interested in our disclosure portal why not give it a try for free for 14 days, no credit card details required. Just head over to our home page to sign up.

If you want to read some more about some of our other features then please click on the relevant image below:

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