Answers to common questions about security, features, and billing.
No. DisclosureAssistant is strictly a data organization and review tool. It identifies transactions based on parameters you set (e.g., "over $500"). It does not offer opinions on whether a transaction is fraudulent, unrelated to marriage, or dissipative. Those conclusions must be made by qualified counsel or forensic experts.
Yes. We use industry-standard encryption for data in transit (TLS) and at rest (AES-256). Access to data is strictly isolated using Row Level Security policies, meaning one user cannot access another's case files.Read our Security Policy.
Yes. Each case has its own settings. You can set a $200 cash threshold for one client and a $1,000 threshold for another. You can also add specific keywords (e.g., "Coinbase", "Venmo") relevant to a specific matter.
Yes. You can upload multiple months of statements for multiple accounts. The system will merge them into a single chronological view for the case.
We support both PDF (for easy reading and sharing with exhibits) and CSV (for further analysis in Excel) formats. Internal reports include audit trails of which rule flagged each item.
It is designed for Family Law Attorneys, Estate Planners, Paralegals, and Legal Assistants who handle financial disclosure.
We offer two simple models: a flat fee per case ($150) or a monthly firm subscription ($500) for unlimited cases.See Pricing details.
You can reach us via our Contact page or by emailing support directly.