Features your firm will use daily
Secure Client Portal
Your clients can log in to manage financial data, ask questions, and securely share documents.
Paralegal Dashboard
Provides a comprehensive view of all client financial forms in progress
Real-Time Collaboration
Collaborate on financial forms, answer client questions, and more.
Customization
You can provide customized notes, add new fields to forms, and even include video instructions for a personalized client experience.
Single Sign-On (SSO) is available for convenient and secure access, ensuring a seamless experience for your entire firm.
A platform designed for Family Law
Eliminate the hassle of Excel, PDFs, and file-sharing sites. Our platform simplifies financial forms, making data entry and management seamless and efficient.
Financial Forms, with Features
Our forms offer advanced features, allowing you to annotate any data element and view a comprehensive audit history of changes for complete transparency and control.
Annotations
Annotate any field, for enhanced clarity and communication.
Budget Styles
Populate financials weekly or monthly based on client preferences
Audit History
View changes to any fields on the financial forms
Collaborate Securely
A single secure platform eliminates commonly used insecure file transfers
Discover our competitive plans
We offer a flexible pricing model and are always open to discuss how best to serve your firm
Is Your Firm Conducting Specialized Casework?
If you are working cases involving victims of domenstic violence (or other pro Bono work) – bring it to our attention and we will reduce, if not lift the cost altogether for your client. We believe:
- Everyone should have access to technology
- Providing access to financial resources is critical
- The platform reduces stress on filling out forms
- Clients benefit from having a system to store, review, and update information.