
SecureSplit
SecureSplit is a cloud-based divorce financial planning and case management platform for family law attorneys, mediators, CDFAs, and financial advisors.
Key Features & Functions:
Secure Intake and Document Vault
A client intake portal with encrypted messaging, document upload, and a centralized document vault intended to replace email chains and separate file-sharing tools for each matter.
Real-Time Scenario Modeling
Drag-and-drop asset and debt allocation tools calculate 50/50, offset, and tax-adjusted division scenarios side by side, supported by state-specific spousal and child support calculators, with AI-based analysis surfacing risk factors and suggested adjustments.
Court-Ready Deliverables
State-specific court report exports are paired with each state's calculator as coverage expands, alongside generic court-ready and accepted forms covering all 51 jurisdictions, producing asset schedules and settlement proposals in PDF, DOCX, or XLS format.
Multi-Professional Collaboration
Matters can be shared with co-counsel, CDFAs, mediators, and clients within the platform using role-based access and audit logging, with the ability to transfer or reassign a case to another team member.
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