features
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Legal Share Wizard delivers a smooth compliance process and boosts client satisfaction, while minimizing the operational costs to manage disclosure and discovery.
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Product Features​
✓ Case Driven Disclosure & Discovery Workflow in the Cloud
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Securely invite, request, respond and file
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✓ Collaborative Practice​
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Invite client, opposing counsel, pro se litigant and/or other professionals
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Collaborate with client privately and between parties
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✓ Office Staff Access
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Grant access to staff who support your client cases
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✓ Mandatory Disclosure – Request & Comply
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Florida Mandatory Disclosure
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✓ Financial Affidavit – Online Data Entry & Collaboration
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Florida Long Form (902C)
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Florida Short Form (902B)
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Save, Duplicate, & Edit prior completed Financial Affidavits
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Add footnotes throughout the form
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✓ Automatic Generation of Legal Documents for Court Filing
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Certificate of Compliance with Mandatory Disclosure
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Notarization-ready Financial Affidavits
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Certificates of Service
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Service of Court Documents email
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✓ Document Management
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Automated organization of documents
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Easy searching, filtering and sharing
​​✓ Automated Alert Notifications
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Reminders for disclosure due dates
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Notification of received invitations
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Notification of received requests
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Notification of received responses
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Notification of completed Financial Affidavits
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Notification of uploaded Financial Affidavits (notarized or un-notarized)
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✓ Case Parties & Judicial Contact Information Tracking
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Including: Website for judicial procedures for Judges and GM’s
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✓ PLUS
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Cloud application means no software to download or update
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Work from anywhere on any desktops or laptops (mobile devices soon to be supported)
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Supports Windows and MAC
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Upload to cloud and download from cloud
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Unlimited staff accounts
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Unlimited clients and cases
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Opposing counsel may collaborate without their own subscription
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See Us in action
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Transform your law firm’s workflow with Legal Share Wizard
