AML Onboarding & VOI

Compliant client onboarding and identity verification

AML/CTF Compliance Centre

Complimentary, all-inclusive AML/CTF solution

Searches and Certificates

Order all your searches and certificates in one place

Property Interface

A dynamic, matter specific environment

Family Law Interface

Manage family law matters with one solution

View All Solutions >

Wills & Estates Interface

Simplify estate administration and planning

Contract Review tool

Review contracts faster with AI-assisted precision

Settlement Services

Electronically lodge registry documents and settlements

Financial Disclosure

Securely collate client financial documentation

Process Serving

Serve documents fast with tracking

Practice Management Integration

Streamline administrative tasks and optimise workflows

Integration Support Guides

Access our support guides for comprehensive self-help assistance

InfoTrack Connect

Allows suppliers to connect their products and services with the InfoTrack Ecosystem

Next Gen Integration

Learn how software and integrations can transform the way you work

News and Insights

Find out the latest industry updates

AML/CTF Training

Take on compliance with confidence

Events and Webinars

Take your professional development to the next level

Cyber Security Awareness Training

Build your cyber resilience

Property Market Update

Discover leading edge property insights

2025 State of Real Estate Report

Insights from Australian Buyers and Sellers

playbook playbook white logo
Monthly digest covering the latest news for legal and conveyancing industries.
Learn More >

About Us

Learn more about who we are and what we do

Our Team

Find out who drives InfoTrack's innovation and strategy

Join Us

Be a part of our award-winning culture

Media

Featured media releases and mentions

Contact

Get in touch with a member of our team

Awards

Showcasing our people, solutions and service

Discover our award-winning technical innovations.
Learn More >

AML Onboarding & VOI

AML/CTF Compliance Centre

Searches and Certificates

Property Interface

Family Law Interface

Wills & Estates Interface

Contract Review tool

Settlement Services

Financial Disclosure

Process Serving

View All Solutions >

Practice Management Integration

Integration Support Guides

InfoTrack Connect

Next Gen Integration

News and Insights

Events and Webinars

AML/CTF Training

Cyber Security Awareness Training

Property Market Update

2025 State of Real Estate Report

About Us

Join Us

Our Team

Media

Contact

Awards

Financial Disclosure

Collect your client’s financial documentation through one streamlined, secure workflow

Book a Demonstration

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).

How does the process work?  

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?  

For those practicing within the family law space and their clients, there are numerous advantages to using Financial Disclosure.

For you, the legal representative  

  • 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.

Financial Disclosure News and Insights

Family law strategies to optimise disclosure and reduce admin

  • Complimentary
  • On Demand
  • 0.5 CPD*
Watch Now