Disclosure Ready Quick Start Guide

Welcome to Disclosure Ready. This guide walks you through the key steps to get started on the platform.

Step 1: Create a matter #

A matter is the central workspace for each case. To create one:

1. Click New Matter in the top right corner of the Matters dashboard
2. Enter the matter name, date, and an optional comment
3. Click Create

See How to create a matter for full instructions.

Step 2: Set up your folders #

Disclosure Ready uses a folder structure to organise your documents. To set up folders:

1. Open the matter and go to the Setup tab
2. Select Folders from the left-hand panel
3. Add, rename, and reorder folders to match your matter structure

See How to organise folders for full instructions.

Step 3: Add your documents #

Documents are automatically converted to PDF and processed with OCR on upload, making them searchable.

1. Open the matter and click Actions → Add Documents
2. Drag and drop files or select them from your computer
3. Assign documents to folders and click Upload

See How to add documents to a matter for full instructions.

Step 4: Add parties #

To disclose documents, you need at least one opposing party in the matter:

1. Go to Setup → Parties
2. Click Invite Party, enter their details, and click Invite

Step 5: Disclose documents #

1. Select the documents you want to disclose
2. Click Bulk Actions → Disclose
3. Review the list and click Disclose to send immediately, or Add to draft to disclose later

Disclosed documents are automatically assigned a disclosure number and the other party receives an email notification.

See How to disclose documents for full instructions.

Step 6: Create a Disclosure Bundle #

To generate a formatted bundle of your documents:

1. Click Actions → Create Disclosure Bundle
2. Name the bundle, select the folders and format, and optionally add a cover page
3. Click Create

See Document bundling options for full instructions.

Step 7: Enable AI features (optional) #

Disclosure Ready includes AI-powered features such as Smart Classification, Automated Bank Statement Classification, Document Analysis, and Chronologies. To activate them:

1. Go to Your Account → Security & Privacy
2. Under Privacy, check Accept usage of AI features

See Which features in Disclosure Ready use AI technology? for full instructions.

Need help? #

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.