The financial side of every case, ready for negotiation.
Financial disclosures, support numbers, and settlement scenarios in one place, prepared once and ready when opposing counsel calls. Built for family law practices that are done juggling spreadsheets and standalone calculators.
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.
Your case file knows everything except the money.
The pleadings live in your practice software. The client’s financials live in a spreadsheet your paralegal maintains. The support number comes from a calculator that doesn’t talk to either one. Every settlement conference means reassembling the same picture from three places and hoping nothing changed since last time.
From disclosure to settlement scenario without retyping a number.
Disclosures, assembled.
Clients enter their financials through a secure portal. The financial affidavit builds from what they enter, ready for your review instead of your data entry.
Support numbers you can defend.
State guideline calculations tied to a versioned rule set, so you can show exactly which formula produced which number and when.
Scenarios for the negotiation.
Model settlement structures side by side, with cash flow analysis. Walk your client through the tradeoffs before mediation instead of during it.
Client financials should not live in your inbox.
Role-based access, two-factor authentication, encrypted traffic, and an audit trail on every document share and calculation. The platform passed full vendor due diligence with a national broker-dealer’s compliance team. Your clients’ most sensitive records get the same treatment their money does.
Available in all 50 states, with state-specific child support and spousal support calculators live in 30 states and shipping regularly.
See a case run start to finish.
Thirty minutes, one complete case, intake through settlement scenarios and a client-ready report. Bring your questions.