Importing existing disclosures into Disclosure Ready

Disclosure Ready lets you bring existing matters into the platform and manage document disclosure from one place. Use this guide to import documents into an existing matter, record disclosures that happened outside the system, and disclose documents to other parties within Disclosure Ready.

Watch the following video or refer to the instructions below.

Recording manual disclosure dates

1. Open your existing matter
2. Select the folder where the documents belong
3. Upload the documents, or drag and drop them into the folder
4. Open the Index tab to confirm the documents uploaded successfully
5. Select all the documents that need to be manually disclosed
6. Click Bulk Actions and select Edit
7. Under Manually disclosed on, enter the disclosure date
8. Click Update

The Disclosed column will now show the disclosure date for each document. Hovering over the date will display a note confirming the document was disclosed outside Disclosure Ready.

Adding the other party

1. Go to the Setup tab at the top of the matter
2. Select Parties from the left-hand panel
3. Click Invite Party
4. Enter the other party’s details and click Invite

Disclosing documents to the other party

1. Go back into your folders and select the documents you want to disclose
2. Click Bulk Actions and select Disclose
3. A pop-up will open showing a list of documents to be disclosed. Review the list, confirm you want to disclose immediately, and click Disclose

The disclosure dates will now appear in the Disclosed column of the index.

Disclosure numbering

When documents are disclosed through Disclosure Ready, a disclosure number is automatically assigned. Documents disclosed by the first party are designated with the letter A, the second party with B, and so on. This simplifies referencing and maintains a tamper-proof audit trail.

Email notification

When documents are disclosed, the other party will automatically receive an email notification.

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.