---
description: Detailed reviews on Disclosure Assistant based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Disclosure Assistant with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Disclosure Assistant Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Other Business Software](/directory/3903/other-business-software/software) > [Disclosure Assistant](/software/2377767/disclosure-assistant)

# Disclosure Assistant

Canonical: https://www.getapp.ca/software/2377767/disclosure-assistant

> Organize, review, and document bank statement activity for legal financial disclosure with configurable rules, attorney review, reports
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Disclosure Assistant

• \*\*Save time reviewing statements\*\* — Upload multiple PDFs and automatically extract and consolidate transactions into one chronological ledger.

• \*\*Apply consistent review criteria\*\* — Use Review Profiles and configurable thresholds for cash withdrawals, transfers, deposits, expenses, and other transaction types.

• \*\*Identify transactions needing attention\*\* — Built-in merchant and keyword presets help surface selected categories and transaction descriptions for review.

• \*\*Keep attorney review organized\*\* — Assign transaction statuses, add attorney notes, and verify flagged activity before generating reports.

• \*\*Create professional reports\*\* — Export structured PDF and CSV reports with transaction details, rules, thresholds, matched terms, statuses, and notes.

• \*\*Work with Clio Manage\*\* — Save completed reports to the appropriate Clio Matter through the integrated workflow.

• \*\*Standardize your firm's process\*\* — Establish repeatable review criteria that can be adapted to different financial disclosure matters.

• \*\*Use AI-assisted functionality responsibly\*\* — AI can assist with review tasks while legal professionals remain responsible for reviewing and verifying results.

## About the vendor

- **Company**: Disclosure Assistant

## Commercial Context

- **Pricing Details**: Flexible pricing for legal professionals. Start with a free first case, then pay $49 per case, or choose the Pro plan at $199/month for unlimited cases and statements.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: Australia, Canada, United Kingdom, United States

## Support Options

- Email/Help Desk
- FAQs/Forum

## Category

- [Other Business Software](https://www.getapp.ca/directory/3903/other-business-software/software)

## Links

- [View on GetApp](https://www.getapp.ca/software/2377767/disclosure-assistant)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/disclosure-assistant/> |
| en-AE | <https://www.getapp.ae/software/2377767/disclosure-assistant> |
| en-AU | <https://www.getapp.com.au/software/2377767/disclosure-assistant> |
| en-CA | <https://www.getapp.ca/software/2377767/disclosure-assistant> |
| en-GB | <https://www.getapp.co.uk/software/2377767/disclosure-assistant> |
| en-IE | <https://www.getapp.ie/software/2377767/disclosure-assistant> |
| en-NZ | <https://www.getapp.co.nz/software/2377767/disclosure-assistant> |
| en-SG | <https://www.getapp.sg/software/2377767/disclosure-assistant> |
| en-ZA | <https://www.getapp.za.com/software/2377767/disclosure-assistant> |

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