Statement organisation
Arrange supplied statements by institution, account and period, with duplicates and apparent gaps flagged.
Financial document organisation
Divorce & Financial Disclosure Document Support
Bring scattered financial records into a structured working pack for your review or your legal adviser’s review.
UK-wide online document support for individuals and advisers; the applicable legal procedure depends on the relevant jurisdiction.
What the service does
Make a complex financial record easier to navigate
Financial disclosure work can involve statements from several accounts, property and mortgage documents, pensions, income records, liabilities, spreadsheets and long correspondence chains.
Disclosure Assist inventories and organises the material supplied to the agreed scope. It does not decide what must legally be disclosed, value assets, advise on tax or settlement, or determine entitlement.
Financial record index
Create a searchable register across income, pension, property, liability and supporting records.
Correspondence and chronology
Connect dated letters, emails and supporting documents without making factual findings.
Structured working handover
Prepare an agreed pack for customer or adviser review with unresolved questions visible.
A controlled workflow
From first estimate to working handover
- 01
Define the document scope
Identify the supplied sources and the working output required.
- 02
Confirm secure intake
Use the agreed active-project transfer method; do not send evidence through the public website.
- 03
Inventory the records
Register financial documents, correspondence, spreadsheets and available date ranges.
- 04
Organise and cross-reference
Apply consistent working names, indexes and source links while retaining provenance.
- 05
Flag gaps and decisions
Present apparent missing periods, duplicates and legal questions for customer or adviser review.
- 06
QC and handover
Check the agreed working pack and provide it through the approved secure route.
Service detail 01
Records we can organise
The scope may include bank and credit-card statements, payslips and income records, pension and investment documents, property and mortgage records, liabilities, spreadsheets and related correspondence.
Documents remain attributable to their supplied source. Working names and indexes do not silently alter the original received material.
- Bank and credit-card statements
- Income and pension records
- Property and mortgage documents
- Liabilities and supporting schedules
- Letters, emails and other dated evidence
Service detail 02
Apparent gaps, duplicates and uncertain records
Statement periods can be indexed to make obvious overlaps or apparent missing periods easier to review. A flag is not a conclusion that the legal record is incomplete.
Conflicting figures, uncertain ownership and legal disclosure questions remain visible for the customer and/or qualified adviser.
Service detail 03
Service availability and legal procedure are different
Disclosure Assist provides an online document-organisation service across the UK. A named form or court process may apply only in a particular jurisdiction and may not operate identically in England, Wales, Scotland and Northern Ireland.
The service organises documents for review and does not publish or apply unverified procedural rules.
Clear service boundary
Financial document support is not legal or financial advice
Disclosure Assist provides technical and administrative document organisation. We do not decide what must legally be disclosed, complete or certify a court form as legal adviser, value assets, determine entitlement, advise on tax or settlement, represent customers, or guarantee compliance or outcomes.
Disclosure Assist provides technical and administrative document support. We are not a solicitors' firm and do not provide legal advice or legal representation.
Professional workScopedand pricedAfter reviewing your evidence workload
Pricing and access
Estimate the workload before sharing evidence
Get an estimated workload using our Start Here estimator. Final scope, cost, intake method and capacity are confirmed after an initial review.
Disclosure Assist is a UK-wide online service. No travel or in-person appointment is required, and the public enquiry form does not accept evidence.
Start a New MatterRead practical organisation guidesPractical questions
Frequently asked questions
Do you advise what I must disclose?
No. Legal disclosure decisions remain with you and/or your qualified legal adviser.
Can you identify missing statement periods?
We can flag apparent gaps in the supplied date ranges for review, but do not certify legal completeness.
Can you organise pension and property documents?
Yes. Supplied pension, property, mortgage and related records can be indexed within the agreed scope.
Do you value assets or advise on settlement?
No. We provide no valuation, tax, financial, settlement or legal advice.
Is the service available throughout the UK?
The document-organisation service is online and UK-wide. The legal forms and procedures relevant to a matter can vary by jurisdiction.
Start without sending evidence
Describe the size and shape of your project
Use the guided New Matter route for a service suggestion, then request a scope review if professional support is suitable.
Start a New Matter