How it works

 

Great for Mediation, the Amicable Divorce Process, Collaborative Practice, Attorney-client representation, Parenting Plan Mediators, Coaches and all Divorce Professionals.

Great for CDFAs

and

all Divorce Financial Experts

 
 
 
 

Case Access

Digital collaboration streamlines access to real-time data. Invite your client, team members and outside experts to view cases, free of charge. Always know who has eyes on the case with complete transparency for added security. Assign privileges: Admin, Editor or View only. Activity log details all activity by user, day and time.

 

Income & Expense Sync and Report

Your clients can link to their financial institutions for an immediate download of primary source income and expense transaction data. Data will be auto-categorized and is easily edited. Assign expenses to assets and debts for carrying costs. Associate expenses with children to identify outflows each month.  Can’t link to all accounts in the matter? Manually enter expenses with the same category associations. Income & Expense Report reflects synced data, manual data and a blend for a holistic view of financial picture. (CDFAs: easily download data to .csv file)

 

Documents

Clients and professionals can easily upload/download all documents required for the case. Add multiples tags for smart search and customized notes. Icons reflect file type. Documents will appear individually attached to each asset, debt, income, expense, spouse, or child and in the central repository.

 

Assets and Debts

Asset and debt cards provide a quick overview of your client’s financial picture and help to avoid missing or inaccurate reporting. Click each card for a detail page with all relevant information including dates, financing, titling, separate property contributions, etc. All data flows into a comprehensive Net Worth Report.

 

Wizard and Digital Dashboard

Client-facing on boarding, workflow and document management for easy input of all data throughout the life of the case. Digital dashboard gives clients tools for better case management, so you get what you need accurately and faster. Case settled? Leave your clients with everything they need to move forward with post-divorce management. Easily switch payor to the client with one click.

 

Parenting Plan Agreement Tool

Easily work with clients to develop a complete co-parenting agreement with categories, sub-categories and customized content. Upload your unique language for your clients, or download the edited draft to Word and insert boiler plate or language that is specific to your practice.