Solutions for legal intake.

Family Law

Wills

Probate

Estate Disputes

Streamline Your Family Law
Practice with Settify.

Client intake is the cornerstone of successful family law matters. Settify transforms this critical step, supercharging your client engagement and intake efficiency.

Enhance Client Communications

Settify offers a gentle starting point for those navigating separation, allowing clients to share their information at their own pace and comfort level.

Seamless Data Integrations

Client information is seamlessly integrated into leading practice management systems, boosting onboarding efficiency and reducing rekeying and non-billable admin.

Unlock Legal Clarity

The bespoke Separation Pathway empowers clients with structured insights into complex legal procedures, minimising confusion and maximising confidence.

Revolutionise Your Will
Intake Process with Settify

Settify’s technology saves you time by capturing your client’s information and presenting the complete picture, enabling you to draft your documents effectively.

Simplify Workflow

Settify captures detailed client information and integrates it seamlessly into LEAP, reducing administrative workloads and freeing up time for your team.

Detailed Client Profiles

Gain access to key contact details, relationships, and financial/personal information to better understand your clients’ needs.

Clear Asset Overview

Gain access to key contact details, relationships, and financial/personal information to better understand your clients’ needs.

Settling matters without complexity.

Clients are unlikely to provide complete or accurate instructions without a thorough understanding of probate and estate administration, which often leads to overwhelming first meetings.

Simplify Workflow

Settify provides users with foundational information tailored to their situation. Clients gain an introductory understanding of how the Probate or Letters of Administration process works, what they need to do, likely timelines and why they should feel confident in their choice of legal representation.

Accelerate Progress

By collecting the relevant information from the client before the first meeting, lawyers can be more expansive with their initial advice and staff the matter appropriately and identify other ways the firm can assist the client.

Streamline The Headache Of
Estate Disputes.

Settify guides clients gently through the complexity by asking them questions about their circumstances. Settify streamlines the process to enhance understanding and reduce back-and-forth between you and your clients.

Reduce Risk

Settify helps firms reduce risk by identifying any relevant limitation periods. The system advises clients of limitations and automatically reminds law firms of upcoming dates via automated calendar appointments.

Streamlined Chronolgy

Developing a chronology of the salient facts can be time-consuming for both clients and lawyers. Settify builds a chronology automatically, establishing key events in a neat and well-ordered series. This better prepares lawyers for their initial client consult and forms a valuable starting point.

"Settify's integration revolutionised our firm's operations, streamlining consultations, improving efficiency, and strengthening client relationships.
With its intuitive platform, clients enjoy a convenient and organized experience while we deliver tailored
legal solutions."

DA Family Lawyers