Financial Disclosure
Collect your client’s financial documentation through one streamlined, secure workflow
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? Â
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.
How does the process work? Â
How does this benefit you and your client? Â
For you, the legal representative Â
- 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.
FAQs
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.
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