This article explains the different subscription/licensing options for Disclosure Ready that allow clients to choose the service that best suits their needs.
All clients can access training, from online webinars to face-to-face online group sessions. All clients can access support services via online forms, email and phone.
Disclosure Ready is priced per month per user and invoiced annually. Any increase in user numbers during the year is adjusted at a pro rata rate.
Law Firm Account – Suitable for small-to-large size firms
All users who subscribe to Disclosure Ready will be setup on a Law Firm account. The Law Firm allows the firm to manage their users on the Disclosure Ready platform (for example transfer matters if someone leaves the firm or is away sick).
It also provides firms with their own branded email template for sharing matters, as well as access to Single Server Sign On (SSON).
Disclosure Ready Trial Account
Provides the same features as a Law Firm account but is time-limited. The trial lasts for 60 days and includes complimentary training to help your firm make the most of the platform.
Limited Account
A user who does not hold a paid Disclosure Ready subscription is assigned a Limited Account.
This account level does not have an administrative module. Consequently, you cannot assign matters to colleagues, deactivate users, or reassign matters if a user departs from the firm, potentially resulting in unmanaged matters.
In summary, without a subscription, you maintain access to your data. However, you are restricted from:
- Creating a matter
- Sharing a matter with a client
- Adding a new party
- Manual Disclosure
- Creating Disclosure Bundles
- Use automated bank statement analysis
- Flag missing bank and credit card identification
- Auto categorise uploaded documents
- Search and annotate documents
- Smart Classification of documents
- Trying out our beta Chronologies and Analyse features
You will always be able to:
- Receive disclosure from the other party
- Send disclosure to other parties
- Download and upload the documents
- Share the matter with other colleagues within your firm