Workstream 05 · Financial disclosure
Financial disclosure, without the chase.
Clients upload once, without a Form E. Everything lands in one place, sorted by asset with statements in date order, and you can see what is missing weeks before the session.
Music: “Life of Riley” by Kevin MacLeod, licensed under CC BY 4.0.
Before and after
Five things that stop happening.
Each one came from a practising family mediator describing what took her time.
TODAY
Clients are sent a Form E. Long, intimidating, often back late or half done.
No Form E
Clients upload their financial information through one simple, guided process.
TODAY
Disclosure arrives piecemeal by email and attachment, and you become the filing system.
One place, in order
Collated by asset type, with bank statements assembled in chronological order. What is there and what is missing, at a glance.
TODAY
Gaps surface in the days before a session, and sessions are lost because disclosure was not ready.
Gaps seen early
A live completion tracker shows you and the client how far disclosure has got, well ahead of the session.
TODAY
Schedules of assets, income, outgoings and needs are typed by hand from the figures, then retyped.
Schedules drafted
A draft schedule of assets and income is prepared automatically, and outgoings and needs are compiled from the statements. You review and approve.
TODAY
CETV letters drafted from scratch, and disclosure goes stale as mediation moves on.
CETV at a click
A draft request for the client to send, and disclosure updated as mediation progresses.
Disclosure information is provided by the parties. Mediation Hub organises it; the mediator decides what is adequate and what still needs to be provided. Nothing is issued without your approval. Every action on the case is logged and exportable, including for a Legal Aid Agency audit.
Book a walkthrough
See disclosure on a case that looks like yours.
A 45-minute walkthrough with a real person, shaped around how your practice works. Nothing to install and no obligation. We reply within one working day.