SettleWise Integrations
SettleWise is designed to complement the practice-management tools your firm already uses — not replace them — handling the family law financial discovery layer those tools were never built for.
How SettleWise Fits Your Existing Stack
SettleWise is not a replacement for your case-management system. It fills the gap between your document portal and your affidavit: auto-sorting uploads, detecting missing statements, extracting financial data, and drafting court-ready forms. Your case hub stays where it is.
Practice-Management Integrations
SettleWise connects with the most common family law practice-management platforms:
- Clio — import existing matter and client data during onboarding; export financial affidavits and marital balance sheets back into your Clio workflow
- MyCase — data import at onboarding so the firm is not starting from scratch
- PracticePanther — supported for onboarding data import
- Smokeball — supported for onboarding data import
During onboarding, existing practice-management data is imported so your team begins with context already in place.
Replacing Disconnected Manual Tools
Many firms currently run intake across three disconnected systems:
- ShareFile or similar portals — collect files but do nothing with them after upload; paralegals still open, name, and gap-check every document manually
- Spreadsheets — used to track missing items and re-type extracted numbers
- Family law software — used for case management but not financial discovery automation
SettleWise consolidates the document-processing work — sorting, gap detection, extraction, and affidavit drafting — into one system, eliminating the manual steps that happen after a client finishes uploading.
Export Formats
- Financial affidavit — exported as an editable PDF for attorney review and filing
- Marital balance sheet — exported as Excel (organized by asset category: institution, last-4, titling, value, date of value)
- Both outputs can be filed directly or imported back into your case-management system
What SettleWise Does Not Replace
- Case-management systems (Clio, MyCase, PracticePanther, Smokeball)
- Your paralegals or attorneys
- State court e-filing systems
All SettleWise-generated documents are drafts requiring attorney review before submission.
FAQ
- We already use ShareFile. Why would we add SettleWise?
- ShareFile (and similar portals) moves the upload online but leaves all the processing work in place. Your paralegals still open every document, name it, check for gaps, and re-type numbers — about 16 hours per case. SettleWise auto-sorts, gap-checks, and drafts the affidavit, cutting that to roughly 2 hours per case. You are consolidating manual work, not adding a disconnected tool.
- Does SettleWise work with Clio or MyCase?
- Yes. SettleWise is designed to complement your case-management system. During onboarding, data is imported from Clio, MyCase, PracticePanther, or Smokeball, and the financial affidavit and marital balance sheet can be exported back into your firm's workflow.