features
Legal Share Wizard delivers a smooth compliance process and boosts client satisfaction, while minimizing the operational costs to manage disclosure and discovery.
Product Features
✓ Case Driven Disclosure & Discovery Workflow in the Cloud
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Securely invite, request, respond and file
✓ 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
✓ Office Staff Access
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Grant access to staff who support your client cases
✓ Florida Mandatory Disclosure – Request & Comply
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For Temporary Financial Relief Only
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For Initial Supplemental and Permanent Financial Relief
✓ 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
✓ Automatic Generation of Legal Documents for Court Filing
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Certificate of Compliance with Mandatory Disclosure
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Financial Affidavits
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Certificates of Service
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eService of Court Documents email
✓ Custom Document Request Builder
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Create, edit and save custom request for documents
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Reuse saved templates across cases
✓ 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)
✓ Case Parties & Judicial Contact Information Tracking
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Including: Website for judicial procedures for Judges and GM’s
✓ 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
See Us in action
Transform your law firm’s workflow with Legal Share Wizard
Video tutorials
How to Start a Case
How to Collaborate & Complete a Financial Affidavit with your Client
How to assign Mandatory Disclosure to my Client
How to Comply with Mandatory Disclosure
How Opposing Counsel receives & reviews service of documents
How to Manage Case Collaborator Connections & Office Staff User Accounts
How to build your Custom Documents Request
