Laying out the streets…STEP 1 OF 3

Disclosure Assistant · Office #44,584

Bank statement review software for legal disclosures.

In the Contracts and legal research neighborhood (Work and office). In town since 19 Oct 2026.

Nobody has claimed this office yet. Tablif records every new product and gives it an office; when its owner claims it, the lights go on.

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What Tablif read on Disclosure Assistant's site

Disclosure Assistant describes itself as: “Bank Statement Review Software for Lawyers | Disclosure Assistant”

What it is

Calls itself “bank statement review software”.

  • Calls itself: bank statement review software
“Bank statement review software for legal disclosures.”

Where it puts itself

Positions itself as an alternative to Excel. Rules out “No forensic, investigative, or legal conclusions are generated”. Publishes a comparison page.

  • Alternative to: Excel
  • Says it will not: No forensic, investigative, or legal conclusions are generated
“Turn hours of manual bank statement review into minutes of organized, defensible disclosure support.”
“Disclosure Assistant vs. Excel”

What it costs

Monthly subscription. A free tier up to a usage limit. No yearly plan. Prices quoted: $199 / month, $49 / case.

  • Monthly: yes
  • Yearly: no
  • Free plan: free up to a limit
  • Price: $199 / month · $49 / case
“$49 / case”
“We offer strictly month-to-month billing with no minimum lock-in periods or setup fees.”
“First Case Free!”

Who it sells to

Sells to businesses. Built for small businesses. Made for Lawyers. Sells into bankruptcy and probate.

  • Sells to: businesses
  • Company size: small businesses
  • Made for: Lawyers
  • Sells into: bankruptcy · probate
“Disclosure Assistant is a document organization and review-support tool for legal teams.”
“For individual audits. Firms may record the fee as a matter-related expense according to their billing policies.”

How it runs

A web app. Hosted in the cloud. AI is a side feature.

  • Kind: web
  • Runs where: cloud / hosted
  • AI role: a side feature
“Structured review & verification platform”
“Upload bank statement PDFs to identify coverage gaps across uploaded statement periods”

What it works with

Integrates with Clio. Names Excel on its pages.

  • Integrates with: Clio
  • Names: Excel
“Clio Sync”
“Disclosure Assistant is a document organization and review-support tool for legal teams.”

What it offers as proof

Live, no waitlist. Try it without signing up.

  • Instant signup: yes
  • Trial asks for: nothing
“Sign Up”
“No credit card required.”

Sources

Tablif read these pages, last on 19 Oct 2026. Everything above is what the product says about itself; Tablif does not verify every claim.

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