Client intake, discovery exchange, and court-ready documents in one system.
You keep the financial side of every case moving. SecureSplit® gives you one place to collect, organize, and prepare it, so nothing lives in an email thread and nothing gets asked for twice.
Full Pro access for 7 days. Automatically converts to a paid plan after 7 days.
A trusted IDFA software provider and preferred tool for divorce financial planning professionals. Built to fit existing workflows and to support your firm’s compliance review. Approved through compliance review at a national independent broker-dealer.
You are the system. That’s the problem.
Forms are exchanged through email, discovery documents live in a completely separate portal, and as the case drags on, you’re scrolling a 76-email chain trying to work out which version is the latest.
The chasing, organized. The prep, faster.
Clients do their own intake.
They enter their financials through the secure portal. You see what’s complete and what’s missing, then ask for the exact gaps using the portal’s secure chat feature.
Every case gets its own document vault.
With access controls the firm sets. No more scrolling through email chains for the right statement.
Your state-specific forms fill themselves in.
They populate from what the client already entered. You review and confirm instead of retyping.
Protect the file and yourself.
Every document share is logged. Access is role-based, so you control what the client sees and what stays internal. When someone asks who sent what, the audit trail answers instead of your memory.
SecureSplit® is available in all 50 states. State-specific calculators and court-ready forms are live in 30 states, with more added regularly.
Walk through a live intake.
Book a demo to see the portal. The time you get back goes to the next case, not the inbox.