About SettleWise

What we do

Product Overview

SettleWise is document-automation and financial-discovery software built specifically for family-law firms. It gives your team a pre-built system that automatically sorts client documents, flags what is missing, and drafts court-ready financial forms — replacing the manual paralegal work your firm currently does by hand across ShareFile, spreadsheets, and general family-law software. **Positioning:** Purpose-built for family-law financial discovery. General document portals store files; SettleWise understands them. It auto-sorts client uploads, gap-checks missing statement periods down to the month, and drafts the financial affidavit and marital balance sheet — cutting paralegal document time from roughly 16 hours per case to about 2. ### Who it is for Managing partners, founding attorneys, and firm owners at family-law practices with 3 to 20 attorneys (5 to 8 is the sweet spot), handling 30 to 100 contested divorces per year, $500K to $5M in annual revenue. Paralegal and operations teams are the daily users. ### The problem it solves Paralegals burn about 16 hours per case sorting PDFs, chasing missing bank statements, and re-typing numbers into affidavits — costing the firm over $2,400 in staff time per case before a single strategy conversation happens. Document intake stretches to two or three weeks across three disconnected systems (ShareFile, spreadsheets, and family-law software), and there is no visibility into what is still missing. ### What SettleWise does **Branded client upload portal** - Send clients a branded portal link to upload financial documents directly. - Define document requirements per category (for example 12 months of bank statements, 24 months of liabilities, 3 years of tax returns). - Clients get a task list with progress tracking; the firm sees status at a glance. **Automatic document sorting and indexing** - Client documents are auto-categorized into 35+ document types. - Consistent file naming (institution + date range + type). - One-click reclassification to override any document. - Replaces manual paralegal sorting (16 hours per case to minutes). **Gap detection** - Detects missing statement periods down to the month. - Flags incomplete disclosures so the firm can follow up before the next client call. **Financial extraction and analysis** - Extracts financial data from bank statements, tax returns, pay stubs, mortgage documents, investment statements, business returns, and K-1s. - All extracted values are shown as a draft for paralegal and attorney verification — never relied on blindly. - Comprehensive asset and liability tracking, separate-property tracing, and dissipation tracking. **Court-ready document generation** - Auto-populates the financial affidavit from extracted data (editable draft for attorney review). - Generates the marital balance sheet organized by asset category (institution, last-4, titling, value, date of value). - Certificate of compliance and mandatory-disclosure support populated to state requirements. - No manual re-entry of numbers from bank statements. ### Discovery workflow: day one to disclosure-ready 1. **Assign and collect** — set document requirements; clients upload via the branded portal. 2. **AI sorts and indexes** — documents auto-categorized and consistently named. 3. **Gap-check** — missing statement periods flagged down to the month. 4. **Generate compliance docs** — affidavit, balance sheet, and certificate of compliance auto-populated for attorney review. 5. **Export and file** — marital balance sheet (Excel) and financial affidavit (PDF) ready for attorney review and filing. ### Security and data handling - SOC 2 Type II. - Per-client and per-firm data isolation (no cross-case or cross-firm data sharing). - Full audit trail: who uploaded, when, and every modification. - Data import from existing practice-management tools during onboarding. ### What SettleWise is not SettleWise is not a case-management system and does not replace your paralegals. It removes the low-value document busywork so paralegals can focus on higher-value case work, and it works alongside the tools your firm already uses. All AI-generated documents are drafts requiring attorney review before filing.

Who it's for

ICP Scoring Calibration

ICP SCORING CALIBRATION — how to score a prospect for SettleWise (a SaaS used BY family-law practices). The PRIMARY signal is practice area + legal role. Score by these bands and do NOT require firm-size, revenue, or explicit "need" data — a family-law practice inherently has the document-prep pain SettleWise solves, so absence of that data is NOT a negative: - 78-92 (STRONG): An attorney, partner, associate, of counsel, founder, or owner at a FAMILY LAW / DIVORCE / MATRIMONIAL / CUSTODY practice. The title "Attorney" at a family-law firm is a strong fit ON ITS OWN. Managing Partner / Founder / Owner = top of this band (decision maker). - 60-77 (FIT): A lawyer at a multi-practice firm that INCLUDES family law, OR a paralegal / office manager / legal operations role at a family-law firm (influencer, not final decision maker). - 30-55 (WEAK): An attorney at a firm with NO family-law practice (personal injury, corporate, IP, criminal, immigration, etc.), or a legal professional whose practice area can't be determined. - 0-29 (WRONG BUYER): Not a legal professional (software exec, consumer, unrelated industry). Rule of thumb: if the company name or title contains "family law", "divorce", "matrimonial", "custody", or "family & divorce", and the person is a lawyer/attorney/partner/paralegal there, score 78+. Only drop below 60 when the firm is clearly NOT family-law-focused or the person is not in a legal role.

Ideal Customer Profile

ICP (IDEAL CUSTOMER PROFILE) ### PRIMARY ICP: Family Law Attorneys & Law Firms (B2B) **Target Persona: Managing Partner / Practice Owner** - Title: Managing Partner, Founding Attorney, Firm Owner - Firm Size: 3-20 attorneys (5-8 attorneys is the sweet spot) - Years of Experience: 10+ (established firm, not solo) - Revenue: $500K-$5M annual (medium-sized, growth-focused) - Practice Focus: 50%+ family law (divorce, custody, support) - Annual Cases: 30-100 contested divorces - Pain Points: - Paralegals spend 16 hrs per case on document collection, sorting, organizing (costs $2,400+ per case) - Document intake takes 2-3 weeks (clients email statements, portal is outdated) - Manual data entry from bank statements into Family Law Software wastes time - ShareFile + Family Law Software + Excel = three disconnected systems - No visibility into case progress (compliance status, missing docs) - Discovery generation (affidavits, balance sheets) requires manual re-entry - Client satisfaction: "Why do I need to provide 10 years of financials?" - Tech stack headaches: ShareFile ($300/yr per user), Family Law Software (seat licensing), Excel sheets - No AI assistance for financial analysis or settlement strategy - Opposing party tactics go undetected until mediation - Attorney expertise varies (junior associates miss financial red flags) - Buying Signals: - "We need better document management" - "Clients hate ShareFile" - "Our paralegals are drowning in documents" - "We want to automate affidavit generation" - "Can we use AI to analyze cases faster?" - Looking at Clio/MyCase integrations - Asking about white-label options - Interest in competitive advantage (what other firms use) - Tech Stack They Already Use: - Clio (case management system) - 40% adoption - MyCase (case management) - 30% adoption - ShareFile (document portal) - 60%+ - Family Law Software or PracticePanther (support calculations) - 50% - Microsoft Office (Word, Excel) - 100% - Zoom for video conferences - Some use Dropbox/Google Drive (not secure) - Decision-Making Process: - Managing partner initiates - Trial period (30 days free): convince with ROI - Cost-benefit analysis: the monthly subscription vs. 16 hrs paralegal time - Integration concerns: "Does it work with Clio?" - Compliance questions: "Is our data safe?" "Can we audit who accessed what?" - Senior attorney approval (especially on bar compliance) - Referrals from other firms (strong influence) **Target Persona: Practice Manager / Operations Lead** - Title: Office Manager, Practice Administrator, Operations Manager - Reports to: Managing Partner - Pain Points: - Managing paralegal workload, capacity planning - Tool sprawl and licensing costs (adding up to $5K-10K/year) - Training staff on new systems - Vendor management and support - Budget constraints (ROI justification needed) - Buying Signals: - "Can this reduce our paralegal time?" - "What's the per-case cost?" - "How long is implementation?" - "Do we need training?" **Target Persona: Paralegal / Case Manager** - Title: Senior Paralegal, Case Manager - Reports to: Attorney - Pain Points: - 16 hours per case on document sorting, naming, organizing - Manual file naming inconsistencies - Client follow-ups for missing documents - Manual data extraction from statements - Portal doesn't help (clients just dump PDFs) - No compliance visibility - Buying Signals: - "This would save me so much time" - "Can it auto-sort documents?" - "Will it detect missing statements?" - "Can I assign tasks to clients?" **NOT Our ICP (Family Law Attorneys)** - Solo practitioners (1 attorney): Onboarding too complex, ROI unclear, likely cannot afford the subscription cost - Spec/AI lawyers: Use different workflow, AI-only tools not proven in divorce practice - Corporate lawyers: Wrong practice area, no financial analysis needs - Immigration/tax lawyers: Wrong domain entirely

Pricing

Pricing Tiers

### PRICING (Family-Law Firm Plans) SettleWise is sold to family-law firms on a B2B model. Pricing scales with how much the firm uses the platform — primarily active-case volume, and/or per-seat for the attorneys and paralegals on the team — so a firm pays in line with the value it captures. > [Exact firm pricing TBD — confirm with Scott before publishing.] Do not quote specific dollar amounts until confirmed. ### Pricing structure (conceptual) **Priced by active-case volume and/or per-seat** - The main driver is the number of active divorce cases the firm runs at once. - Plans may also account for team seats (attorneys and paralegals with access). - As a firm grows its caseload or team, it moves up tiers — capacity scales with the practice. **Tiers scale with firm size** - Lower tiers fit smaller firms with modest active-case counts. - Higher tiers fit firms running larger volumes of contested divorces and more team seats, and add firm-level capabilities (such as branding, dedicated support, and onboarding depth). - Target firms run 30 to 100 contested divorces per year with 3 to 20 attorneys (5 to 8 is the sweet spot), so tiers are sized around that range. **30-day Professional trial** - A 30-day Professional trial lets a firm prove the workflow on real cases before committing. - The firm runs a first case end-to-end during the trial and measures time saved against its current manual process. ### How firms think about value - Paralegals spend about 16 hours per case on document sorting, gap-chasing, and data entry — over $2,400 in staff cost per case. - SettleWise cuts that to roughly 2 hours per case. - Across 30 to 100 contested divorces a year, the staff-time saved is the reference point a firm uses to evaluate plan cost — the platform is priced to come in well under the paralegal hours it removes. ### Notes - Firm pricing only — SettleWise is sold exclusively to family-law firms; there is no individual-user plan. - Specific tier names, case limits, seat counts, and dollar figures are to be finalized. [Confirm with Scott before publishing any numbers.]

How it works

Booking Link

Official booking link for settlewise: https://cal.com/iii/settlewise-demo. ALWAYS use this EXACT Cal.com URL for any 'book a call' / 'schedule a demo' / booking CTA. Do NOT invent, shorten, or guess it — it is NOT cal.com/settlewise and NOT cal.com/iii/settlewise. Use the full URL verbatim.

Onboarding & Implementation

### FIRM ONBOARDING & IMPLEMENTATION SettleWise is implemented at the firm level. The goal is to get your team running a real case end-to-end — from client document collection to an attorney-ready financial affidavit — quickly, mirroring the workflow your paralegals already follow but automating the manual parts. **Step 1: Sign up the firm and choose a plan** - Sign up the firm and choose a plan based on how many active divorce cases you run at once. - Plan selection is driven by active case volume (and/or team seats), so the firm only pays for the capacity it uses. - A Professional trial period is available so the firm can prove the workflow on real cases before committing. **Step 2: Invite your team** - Invite your attorneys and paralegals as team members so everyone works from one shared case hub. - Set role-based permissions controlling who can see and edit what. - Paralegals are the daily document users; attorneys review extracted data and the drafted affidavit. **Step 3: Import existing data** - Import data from your existing practice-management tools (Clio, MyCase, PracticePanther, Smokeball) during onboarding so the firm is not starting from scratch. **Step 4: Set up your first case and document checklist** - Open your first case and define the document checklist by category (for example 12 months of bank statements, 24 months of liabilities, 3 years of tax returns). - Choose a straightforward case to start so the team learns the flow quickly. **Step 5: Send the branded client portal** - Send the branded client upload portal link so your client uploads financial documents directly. - The client gets a task list with progress tracking; the firm sees status at a glance. **Step 6: Let SettleWise sort and gap-check** - Documents are auto-sorted into 35+ types with consistent naming (institution + date range + type). - Gap detection flags missing statement periods down to the month. - Paralegals review the flagged gaps and follow up with the client before the next call — instead of opening and sorting every file by hand. **Step 7: Review and export for attorney review** - The financial affidavit and marital balance sheet are auto-populated from the extracted data. - Paralegals verify extracted values; the attorney reviews and customizes the affidavit draft. - Export the affidavit (PDF) and balance sheet (Excel) for attorney review and filing, or back into your case-management system. **What good looks like** - Paralegal document time drops from about 16 hours per case to roughly 2. - Intake compresses from the typical two-to-three-week chase to days. - The firm carries more contested divorces with the same team. ### Implementation checklist (for firms) **Before go-live** - [ ] Firm signed up and plan chosen by active case volume - [ ] Attorneys and paralegals invited; roles and permissions set - [ ] Existing data imported from practice-management tools - [ ] First case and document checklist created - [ ] Paralegal and attorney walked through the upload-review-export flow **Go-live (first case)** - [ ] Branded client portal link sent - [ ] Client uploads financial documents - [ ] Documents auto-sorted and gap-checked - [ ] Paralegal reviews flagged gaps and follows up on missing items - [ ] Extracted values verified - [ ] Financial affidavit and marital balance sheet generated as drafts - [ ] Attorney reviews, customizes, and files **After first case** - [ ] Onboard additional cases - [ ] Confirm time saved per case versus the prior manual workflow - [ ] Tune document checklists and team roles

Frequently asked questions

Does SettleWise work with Clio or MyCase?

Yes — SettleWise is designed to complement your case-management system, not replace it. During onboarding we import data from your existing practice-management tools (Clio, MyCase, PracticePanther, Smokeball), and you can export the financial affidavit and marital balance sheet back into your firm's workflow. Keep your case hub where it is; SettleWise handles the family-law financial discovery those tools were never built for.

We already use ShareFile and spreadsheets. Why add SettleWise?

A storage portal collects files; your paralegals still open every document, name it, check for gaps, and re-type numbers into affidavits — about 16 hours per case. SettleWise auto-sorts client uploads, gap-checks missing statement periods down to the month, and drafts the affidavit and balance sheet, cutting that to roughly 2 hours per case. You are consolidating manual work, not adding another disconnected tool.

Is our clients' financial data secure?

Yes. SettleWise is SOC 2 Type II. Data is isolated per client and per firm, so there is no cross-case or cross-firm exposure, and every action is captured in a full audit trail (who accessed or changed what, and when). This is built to support your bar-compliance and confidentiality obligations.

Who at SettleWise can see our case data?

Your firm's data is isolated and access-controlled. Each client matter is siloed, team access is role-based, and the audit trail records every action. SettleWise does not use your case data to train AI models.

How long does implementation take?

A firm can be up and running quickly: sign up the firm, choose a plan based on active case volume, invite attorneys and paralegals, import existing data, and run a first case end-to-end. Most firms process their first case within the first weeks of onboarding, with paralegal training focused on the document-intake and review workflow.

Do we need to retrain our whole team?

The workflow mirrors what paralegals already do — collect documents, check for gaps, populate the affidavit — but automates the manual parts. Paralegals learn the upload-review-and-export flow; attorneys learn to review extracted data and the drafted affidavit. Onboarding covers both roles.

How are team seats and onboarding handled for paralegals?

You invite attorneys and paralegals as team members so everyone works from one shared case hub, with role-based access controlling who can see and edit what. Paralegals are onboarded on the daily document workflow; attorneys on review and export. (Exact seat structure — see pricing; confirm with Scott before publishing.)

What is the ROI?

Paralegals spend about 16 hours per case on document sorting, gap-chasing, and data entry — over $2,400 in staff time per case. SettleWise cuts that to roughly 2 hours per case. Across 30 to 100 contested divorces a year, that is hundreds of paralegal hours returned to higher-value case work, and faster intake means the firm can carry more cases with the same headcount.

Does SettleWise replace our paralegals?

No. It removes the low-value busywork — sorting PDFs, naming files, re-typing numbers — that paralegals dislike, and frees them for higher-value work: client follow-up, reviewing extracted data, managing deadlines, and handling discovery responses. Firms keep their paralegals and let each one carry more cases.

Can we import our existing data?

Yes. During onboarding SettleWise imports data from your practice-management tools so you are not starting from scratch, and client documents are uploaded through the branded portal going forward.

Does it cover the court forms for our state?

SettleWise auto-populates the financial affidavit and marital balance sheet, plus certificate-of-compliance and mandatory-disclosure support aligned to state requirements (for example Florida mandatory disclosure). All generated documents are drafts for attorney review and customization before filing. Confirm specific form coverage for your jurisdiction during onboarding.

How accurate is the extraction, and who checks it?

Extraction handles standard financial documents well, and every extracted value is presented as a draft for your paralegal and attorney to verify and edit before anything is filed. The affidavit is an editable draft requiring attorney review — SettleWise removes the data-entry, not the professional judgment.