What is SettleWise
SettleWise is document-automation and financial-discovery software built specifically for family law firms — replacing the manual paralegal work your team currently does by hand across ShareFile, spreadsheets, and general family law software.
Purpose-Built for Family Law Financial Discovery
SettleWise gives family law firms a pre-built system that automatically sorts client documents, flags what's missing, and drafts court-ready financial forms. It is not a general document portal or a case-management system — it is the layer those tools were never built to handle: financial discovery.
Who SettleWise Is For
- Managing partners, founding attorneys, and firm owners at family law practices
- Firms with 3 to 20 attorneys (5–8 is the sweet spot)
- Practices handling 30 to 100 contested divorces per year
- Paralegals and operations staff are the daily users
The Problem It Solves
Paralegals at family law firms spend roughly 16 hours per case sorting PDFs, chasing missing bank statements, and re-typing numbers into affidavits — costing over $2,400 in staff time before a single strategy conversation happens. Document intake stretches two to three weeks across disconnected systems with no visibility into what is still missing.
What SettleWise Does
- Auto-sorts client uploads into 35+ document types with consistent file naming
- Gap-detects missing statement periods down to the month
- Extracts financial data from bank statements, tax returns, pay stubs, mortgage documents, investment statements, and more
- Drafts the financial affidavit and marital balance sheet, auto-populated from extracted data
- Provides a branded client upload portal with task lists and progress tracking
What SettleWise Is Not
SettleWise does not replace your paralegals or your case-management system. It removes the low-value document busywork so paralegals can focus on higher-value case work. All AI-generated documents are editable drafts requiring attorney review before filing.
The Result
Paralegal document time drops from approximately 16 hours per case to roughly 2 — freeing hundreds of hours annually and giving the firm capacity to run more contested divorces with the same headcount.
FAQ
- Is SettleWise a case-management system?
- No. SettleWise handles family law financial discovery — document sorting, gap detection, data extraction, and affidavit drafting. It works alongside case-management tools like Clio, MyCase, PracticePanther, and Smokeball.
- Does SettleWise replace paralegals?
- No. It removes low-value busywork — sorting PDFs, naming files, re-typing numbers — so paralegals can focus on higher-value work like client follow-up, reviewing extracted data, managing deadlines, and handling discovery responses.