Statement organisation
Group supplied bank statements and records by customer or adviser instructions.
Financial document organisation
Form E Financial Disclosure Document Organisation
Organise supplied financial supporting records and working references for responsible customer or adviser review.
For England and Wales family financial matters where the customer or adviser has identified Form E, E1 or E2.
What the service does
One document-organisation service for Form E, E1 and E2
Family Procedure Rules Practice Direction 9A distinguishes Form E for divorce or civil-partnership financial claims, Form E1 for financial claims for children and Form E2 for certain applications to vary an existing order.
We do not select the form or provide substantive answers. We organise supplied records and prepare reviewable administrative material within a confirmed scope.
Supporting-record index
Prepare stable references and an index for supplied financial documents.
Technical gap flags
Identify observable missing files, pages or date ranges without deciding legal sufficiency.
Working schedules
Prepare reviewable document schedules and references.
A controlled workflow
From first estimate to working handover
- 01
Describe the workload
Use New Matter to share a broad, non-sensitive overview. Do not upload evidence on the public website.
- 02
Confirm scope and quote
We review the requested output, material types and appropriate secure intake route before work begins.
- 03
Prepare working material
We organise supplied information and prepare only the agreed technical or administrative outputs.
- 04
Review, QC and handover
The responsible customer or adviser reviews decisions before technical QC and secure handover.
Service detail 01
The forms have distinct official purposes
Practice Direction 9A identifies separate purposes for Forms E, E1 and E2. Applicability depends on the proceedings and the responsible person must use the current form and instructions.
The combined service route avoids duplicating document-organisation services while keeping those distinctions clear.
Service detail 02
Administrative preparation only
Scope may cover bank statements, invoices, valuations supplied by the customer, pension or income records and other supporting files.
We do not choose valuations, calculate entitlement, decide what must be declared or prepare substantive legal answers.
Clear service boundary
Financial and legal decisions remain with the responsible person
Disclosure Assist does not advise on entitlement, select a form, choose valuations, decide what should be declared, answer substantive form questions, sign or certify a form, or provide divorce or family-law advice.
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
A confirmed scope comes before a professional quote
Professional work is admin-scoped and quoted after review of the broad workload, requested outputs, intake method and capacity. No fixed price or delivery date is promised on this page.
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.
Request Scope & QuoteRead practical organisation guidesPractical questions
Frequently asked questions
Do you cover Form E, E1 and E2?
Yes, for document organisation after the responsible person identifies the applicable form.
Will you decide which assets or income to declare?
No. The customer or adviser makes every substantive and legal disclosure decision.
Can you sign or certify the form?
No. Final answers, review, declarations and signatures remain with the responsible person.
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.
New Matter