Search
Close this search box.

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

To assist you in supporting your clients in this undertaking, InfoTrack has developed the Financial Disclosure solution. This tool streamlines the process by allowing clients to connect to major institutions and 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?  

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?  

Start the process by sending a Financial Disclosure request to your client, who will receive a secure invitation link via email.

Once your client responds to the request, their documents will be available in your PMS or the Financial Disclosure dashboard via the InfoTrack website.

To ensure you’re kept informed, you will be notified by InfoTrack via email once your client has finalised their Financial Disclosure request.

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

FAQs

At InfoTrack we take cyber security extremely seriously, which is why we have taken every precaution necessary to protect you and your client along every step of the way. Each client will receive their own unique link to start the process. They will need to enter a verification code that will be sent to their mobile number to validate any activity. InfoTrack has ensured that all integration partners are verified, and their applications have been vetted to comply with our security standards. All documents are stored in a secure infrastructure and environment without InfoTrack staff visibility or access.

No, InfoTrack does not have any access to client’s personal data. For more information pertaining to this product, please refer to our terms and conditions.

News and Insights