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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

  • Securely invite, request, respond and file

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✓ Collaborative Practice​

  • Invite client, opposing counsel, pro se litigant and/or other professionals

  • Collaborate with client privately

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✓ Office Staff Access

  • Grant full or view/print only access

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✓ Florida Mandatory Disclosure – Request & Comply

  • For Temporary Financial Relief Only

  • For Initial Supplemental and Permanent Financial Relief

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✓ Financial Affidavit – Online Data Entry & Collaboration

  • Florida Long Form (902C) 

  • Florida Short Form (902B) 

  • Save, Duplicate, & Edit prior completed Financial Affidavits

  • Add footnotes throughout the form​​

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✓ Automatic Generation of Legal Documents for Court Filing

  • Certificate of Compliance with Mandatory Disclosure

  • Financial Affidavits

  • UCCJEA Affidavits

  • Certificates of Service

  • eService of Court Documents email​​​

✓ Documents Request Builder

  • Create, edit and save custom request for documents 

  • Reuse saved templates across cases

 

✓          UCCJEA Affidavit – Online Data Entry & Collaboration.  

  • Guided Form 12.902(d)

  • Simplified child and residence-history entry

  • Save drafts, complete online, and print court-ready documents

  • Generate Notice of Confidential Information within Court Filing

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✓ Automated Alert Notifications

  • Reminders for disclosure due dates

  • Notification of received invitations

  • Notification of received  requests

  • Notification of received responses 

  • Notification of completed Financial Affidavits

  • Notification of uploaded Financial Affidavits (notarized or un-notarized)​

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✓ PLUS

  • Cloud application means no software to download or update

  • Work from anywhere on any desktops or laptops (mobile devices not yet supported)

  • Supports Windows and MAC

  • Upload to cloud and download from cloud

  • Unlimited staff accounts

  • Unlimited clients and cases

  • Opposing counsel subscription is not required to receive documents

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See Us in action

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Transform your law firm’s workflow with Legal Share Wizard

Video tutorials

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How to Start a Case

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How to Collaborate & Complete a Financial Affidavit with your Client

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How to assign Mandatory Disclosure to my Client

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How to Comply with Mandatory Disclosure

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How Opposing Counsel receives & reviews service of documents

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How to Manage Case Collaborator Connections & Office Staff User Accounts

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How to build your Custom Documents Request

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free trial

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Try one case free for 60 days!

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