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Disclosure Assistant
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Frequently Asked Questions
Answers to common questions about security, features, and billing.
Who is Disclosure Assistant for?
What does Disclosure Assistant do?
Does Disclosure Assistant make legal or forensic conclusions?
How are transactions reviewed?
Can I customize the review rules?
Can I upload multiple bank statements?
What happens after I upload a statement?
Which bank statements are supported?
Can I review transactions from multiple accounts?
Can I see why a transaction was flagged?
Can I add notes to transactions?
Does Disclosure Assistant use AI?
Is Disclosure Assistant a legal research tool?
Can Disclosure Assistant determine whether someone hid assets?
Can Disclosure Assistant detect fraud?
What reports can I export?
Can I save reports to Clio Manage?
Is my data secure?
Is my bank statement data shared or sold?
Can I delete my cases?
Does Disclosure Assistant use my data to train AI models?
Does Disclosure Assistant guarantee that extracted transactions are accurate?
Does Disclosure Assistant provide legal advice?
How much does Disclosure Assistant cost?
Is there a free trial?
Can I cancel my subscription?
What should I do if I find an extraction error?
What makes Disclosure Assistant different from simply uploading a bank statement to an AI tool?
What if I need help?