Press play on the G.O.A.T.
Four letters. One standard for disclosure work. Watch the story behind Disclosure Management Suite, then request a free trial and see it for yourself.
One suite. The work behind the filing, connected.
Every filing starts with the same question: what changed and what are we missing? Answering it takes more than finding a precedent. It means researching peer practices, pressure-testing your own draft, spotting potential gaps and confirming nothing material slipped through. The Disclosure Management Suite brings every step together within Intelligize+ AI™.
Grounded
Start with evidence, not assumptions. Disclosure Analyzer reviews your 10-K or 10-Q draft or prior filing and flags language that may need to be added, removed or revised, with the authoritative primary-source content and the reasoning behind each recommendation. Then it helps you draft the new language.
Organized
Scale your research, not your hours. Custom Workflow Builder turns one plain-English request into a complete multi-step research project. Track a decade of risk factor changes, benchmark a company against its peers or compare how a whole sector discloses AI risk. Then save the workflow and rerun it next quarter on the newest filings.
Actionable
From “what did we miss?” to “here’s what to do next.” Disclosure Checklists, including the GAAP Automated Checklist, take you from a blank checklist to an evidence-backed preliminary assessment of your latest draft, so reviewers can focus on the requirements that matter. The SEC Checklist scopes SEC requirements to your company and filing instead of handing you a one-size-fits-all list.
Trusted
Bring your drafts to the evidence. LexisNexis Protégé™ Vault lets you work securely with your own proprietary PDF and Word drafts alongside SEC filings, with your professional judgment in control.
Disclosure Analyzer
Catch potential gaps before they become comment letters. Findings are organized across SEC and regulatory content, GAAP guidance, peer benchmarks and Topical Guidance, so you can see where your 10-K or 10-Q disclosure stands against both the rules and the market. Export the results to PDF or Word to share with your team.
Custom Workflow Builder
Research you can steer and verify. Your request becomes a visible workflow, with the search filters and Boolean terms laid out to review and adjust, or refine in chat. Run the same process across many companies or documents and get an overview report plus the supporting research and analysis, so you can see how each conclusion was reached.
Vault + Disclosure Checklists
Bring the filing work together. Securely upload your drafts to Vault, ask questions about them and navigate them with the same outlines Intelligize uses for SEC filings. Then validate before the handoff. The GAAP Automated Checklist suggests preliminary responses, surfaces the supporting disclosures and flags areas for follow-up. The SEC Checklist covers Reg S-K and Reg S-X requirements for 10-K and 10-Q filings, with a path to rules, guidance and disclosure examples when you need more context.
Anyone can claim to be the G.O.A.T.
This one shows its work.
When a disclosure comes under review, “the AI said so” is not an answer. The suite is designed to show where each result comes from: primary source content, supporting research or evidence in your own draft. You can verify it, explain it and take it to your reviewers with confidence.
AI-powered analysis. Human judgment.
AI can accelerate the work, from spotting gaps to drafting new language to running research at scale. Your team reviews every finding and makes the final call.
Built for teams responsible for SEC reporting
The Disclosure Management Suite supports the people who prepare, review and advise on 10-K and 10-Q filings: SEC reporting and financial reporting teams, corporate accounting and legal teams, technical accounting professionals, controllers, directors of financial reporting, chief accounting officers, corporate counsel and outside attorneys.
What Intelligize customers are saying
Experience the G.O.A.T. of disclosure management.
Go from “what are we missing?” to filing readiness.Request a free trial of the Disclosure Management Suite and put the G.O.A.T to work on your next 10-K or 10-Q.