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Financial Disclosure

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

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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 the mental and administrative stress placed on clients during this time is by reducing the strain and burden of collating and submitting crucial documentation.


InfoTrack has developed the Financial Disclosure solution, giving you time back in your day to focus on providing strategic advice to your clients during this difficult time, rather than dealing with repetitive manual tasks. This tool streamlines the process by allowing clients to connect to major institutions and automatically sources 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?  

Through integrations with a range of trusted and fully vetted third parties, your clients can easily share key documentation including:

Bank & Superannuation statements

Tax returns & Notice of Assessments

Vehicle and property valuation reports

The platform also offers the ability to manually upload additional documentation if required.

Book a Demonstration

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 existing logins, your client can securely connect to their government and financial services.

Step 3

We compile the documents:

Using the information provided, we instantly compile the 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.

Through integrations with a range of trusted and fully vetted third parties, your clients can easily share key documentation including:

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  

For your client