Supporting-document index
Register supplied records by category, source and working reference.
Working Form E document pack
Form E Document Organisation Support
Create a clear supporting-document index for your own or your legal adviser’s review when working with Form E.
UK-wide online document support; Form E is a jurisdiction-specific process and service availability does not determine which procedure applies.
What the service does
Organise the supporting material without outsourcing legal decisions
The records used alongside Form E may sit across different accounts, pensions, properties, employers, liabilities and business interests. A structured index makes those supplied records easier to navigate.
Disclosure Assist prepares working document material only. It does not complete legal answers, decide what must be included, certify or sign Form E, or advise on the applicable procedure.
Statement period checks
Arrange bank records chronologically and flag apparent gaps or overlaps for review.
Category-based working pack
Group pension, property, income, mortgage, liability and business material clearly.
Missing-document checklist
Track items against the customer’s requested scope without asserting a legal requirement.
A controlled workflow
From first estimate to working handover
- 01
Agree the requested scope
The customer or adviser identifies the categories and working output needed.
- 02
Register supplied sources
Inventory documents without treating the public website as an evidence-upload route.
- 03
Organise by category
Apply working names and references across the supplied financial records.
- 04
Index periods and duplicates
Show apparent statement gaps, overlaps and duplicate records for review.
- 05
Prepare the working pack
Create the agreed index and checklist with unresolved questions visible.
- 06
Customer or adviser review
Legal answers, final content, certification and signing remain outside the service.
Service detail 01
Supporting records that can be organised
The working pack may cover statements, payslips and other income records, pension documents, property and mortgage records, liabilities and company or business documents supplied by the customer.
Each item retains a source reference so an index can support review without becoming a legal statement about completeness.
- Bank and savings statements
- Income and employment records
- Pension and investment documents
- Property and mortgage information
- Liabilities and business records
Service detail 02
A scoped checklist, not a legal completeness certificate
A checklist can compare records received with categories or date ranges requested by the customer or adviser. Apparent gaps and unreadable documents are flagged neutrally.
Disclosure Assist does not decide whether an asset, account or document must legally be included.
Service detail 03
Form E procedure is jurisdiction-specific
The online organisation service may be used across the UK, but Form E and related procedure do not operate identically in every UK jurisdiction.
Customers remain responsible for confirming the correct process and obtaining qualified advice where needed.
Clear service boundary
Working document support does not complete or certify Form E
Disclosure Assist organises supporting records and may prepare a clearly labelled working document pack. We do not act as legal adviser, decide required contents, complete legal answers, value assets, certify or sign Form E, represent customers, or guarantee procedural 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
Will you complete or sign Form E?
No. We organise supporting documents; final answers, review, certification and signing remain with the customer and/or legal adviser.
Do you decide which assets must be included?
No. That is a legal decision outside this technical and administrative service.
Can you organise statements and schedules?
Yes. Supplied records can be indexed by account, source, period and agreed category.
What if records appear to be missing?
Apparent gaps can be recorded against the customer’s requested scope without claiming legal incompleteness.
Does Form E apply throughout the UK?
The service is UK-wide, but named legal forms and procedures can be jurisdiction-specific. Confirm the applicable process independently.
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