Solution · By deliverable

Lists of Documents, disclosed — numbered, described, and exported as a set.

BriefTech dates and describes each document on upload, numbers them from the order you set, and exports the List of Documents as a hyperlinked Word and Excel index alongside every underlying file — renamed and ready to serve.

Disclosure is the same three jobs, over and over

  • Serial-numbering hundreds of documents and re-numbering them after every reorder.
  • Writing a consistent date and description for each one, by hand.
  • Producing the index and the files together, named so the other side can follow them.
How BriefTech does it

From upload to a served List of Documents

  1. 01

    Let the AI date & describe

    On upload, BriefTech proposes a document date and a short description for every file. You confirm or correct them in Review — an edited value is kept and never overwritten.

  2. 02

    Number & structure the list

    Serial numbers follow the order you arrange, and the Disclosure preset sets the columns — serial number, document date, description — and turns on the hyperlinked index.

  3. 03

    Export the whole set

    The All Files export produces a single ZIP: a Word index, an Excel index, and every document renamed <serial>-<date>-<description> — ready to disclose.

One-click preset

Disclosure preset

Columns set to S/N, Document Date and Description — and the only preset that turns the exported index's hyperlinks on, so each entry links to its document.

What teams see

in one ZIP index and documents together
Word + Excel + files
credit per 50 pages minimum one per document
1 / 50
disclose one collection and lower the credit cost
Filter to a subset
In short

Disclosure is high-volume, low-margin-for-error work — the value is in consistency, not any one document.

BriefTech takes the repetitive half — the dating, describing, numbering and renaming — and does it on upload, leaving you to confirm rather than compose. The List of Documents you export is the same underlying detail the rest of the matter already uses, so disclosure isn’t a separate deliverable to build from scratch; it’s a view of the index you’ve been shaping all along.

Common questions

Can I produce a partial or staged disclosure?

Yes. Filter the matter to a collection and export just that subset — the export covers every document in the collection except those in the Bin, and filtering also reduces what the export costs in credits.

Is the exported index hyperlinked?

The Disclosure preset turns the exported Word/PDF index's hyperlinks on, so each entry links to its document. (The table of contents printed inside a generated bundle is never hyperlinked.)

How are the exported files named?

By default each file is renamed to its serial number, date and description — for example '1-2024.01.15-email from alice to bob.pdf' — so the set reads in order.

Ready to prepare your Disclosure & Lists of Documents?

Numbered, described, hyperlinked — index and files in one export.