Divorce Management Platform
Try our new Income & Expense Sync!
Have your clients sync with their financial institutions for an immediate download of all income and expense transaction data. Data will be auto-categorized and easily edited for category/split transaction/asset/debt & child-related expense information.
Invite your staff, outside experts and clients to work together on the same documents.
Single-page view attachment repository - easily identify what is missing.
Single-page view of all family & marital data.
Assets & Debt
Easy data collection, summary level, detail pages and net worth reports.
Professional dashboard to easily access, view and manage cases.
I & E /
Easy data collection, detailed expenses, cash flow reports and forward-looking budgets.
Data flows to interactive worksheet for asset allocation - choose $ or % and alternate versions.
Divorce Knowledge Center provides guidance for your clients.