Financial Disclosure
Collect your client’s financial documentation through one streamlined, secure workflow
Help alleviate your clients’ stress of locating and submitting important documents during a separation or divorce
Starting these proceedings may leave individuals feeling overwhelmed as they navigate a complex situation. One way legal professionals can help ease clients’ mental and administrative stress is by reducing the burden of collating and submitting crucial documentation.
InfoTrack has developed Financial Disclosure to streamline the document collation process, ultimately giving you time back in your day to focus on providing strategic advice to your client. By connecting to major institutions, clients can automatically source their financial data in one secure workflow. Once uploaded, the information is seamlessly integrated back into your Practice Management System (PMS).
What key documents are sourced? Â
Through integrations with a range of trusted and fully vetted third parties, your clients can easily share key documentation including:
Bank statements
Vehicle valuation reports
Property valuation reports
Once documents are sourced, you’ll receive a bank summary analysis and asset summary document, giving you a clear overview of your client’s disclosure.
How does the process work? Â
Step 1
Send an initial request:
Your client will receive a secure invitation link via email to start the process.
Step 2
Connect to accounts:
Using a one-time password, your client can securely connect to their financial services.
Step 3
We compile the documents:
Using the information provided, we instantly collate your client’s required documents.
Step 4
Finalise and send:
Any required changes can be made from your client before they submit to you.
Step 5
Request additional documents:
If you find any information missing, request it from your client.
Your documentation delivered in a secure and
reliable way.
- Allows only the user who created the order, or the specific users they have shared the order with, to view the contents. Even InfoTrack support staff are not able to view the orders, to ensure sensitive information is not exposed.
- Requires two-factor authentication (2FA) for user verification.
- Automatically purges data from our system after six months of order expiration.
How does this benefit you and your client? Â
For you, the legal representative Â
- All relevant documentation collated into one location.
- Information is automatically synced back into the matter.
- Reduced manual data entry and streamlined document organisation.
- A secure space to ensure compliance with privacy regulations and client confidentiality.
For your client
- Reduce the stress of locating and submitting documents manually.
- Save time by collating documentation through one streamlined, secure workflow.
- Clear and concise instructions remove complexity and ensure more complete information.
- Unique link and verification for each request ensures data is secure.
