When separating, approaching a lawyer can be overwhelming.
Settify invites your clients to stop browsing and start on their matter while also providing an introductory understanding of the legal process and topics directly relevant to them.
At the same time, our intake system extracts the information you need to host a brilliant first meeting.
Set the stage for a strong client relationship.
Show Clients Empathy
Build rapport with your clients by producing personalized information to help them understand and prepare for the process ahead. Settify provides clients with insights into the fundamentals of the family law process, property division works, parenting arrangements and how your firm can arrive at the best solution.
Be Well Briefed
Anxious clients often provide incomplete and inaccurate information. Settify saves the back and forth by providing a concise summary of a client’s history, concerns and instructions so that you can deliver meaningful and accurate advice from the get-go.
Designed for Family Law
Settify’s technology automatically generates the documents Family lawyers require, avoiding unnecessary time and errors.
Separation Pathway
Clients answer 7 questions to receive valuable information about separating. Responses are combined with text approved by your firm to provide relevant and personalised information.
Schedule of Assets and Liabilities
Settify generates a powerful property pool spreadsheet with automatic calculations, enabling you to efficiently model potential divisions of property.
Concise Chronology
Key events are laid out to help you develop a complete chronology as the matter progresses.
The Balance Sheet
This amendable document meets the Family and Federal Circuit Court of Australia (FCFCoA) guidelines and can be supplied to the other side.
Clear Brief
Settify details the parties’ key details, assets and liabilities, future needs factors and other pertinent information concisely.
Divorce Pathway
Clients answer 7 questions to receive valuable information about separating. Responses are combined with text approved by your firm to provide relevant and personalized information.
Balance Sheet
The automatically generated Balance Sheet (including Excel formulas) allows you to begin strategizing from your initial consultation.
Concise Timeline
Key events are laid out to help you develop a complete chronology as the matter progresses.
Clear Brief
Settify details the parties’ key details, assets and liabilities, future needs factors and other pertinent information concisely.
Separation Pathway
Clients answer 7 questions to receive valuable information about separating. Responses are combined with text approved by your firm to provide relevant and personalized information.
Property Worksheet
The automatically generated Balance Sheet (including Excel formulae) allows you to begin strategizing from your initial consultation. This may also be referred to as the Family Property Statements, or Scott Schedule.
Concise Chronology
Key events are laid out to help you develop a complete chronology as the matter progresses.
Clear Brief
Settify details the parties’ key details, assets and liabilities, future needs factors and other pertinent information concisely.
Innovation to boost practice intake
“By improving the intake process, Settify gives attorneys a competitive advantage and increases the likelihood of signing up new clients.”
Bundy Law Office
Everything you need
“Your new bi-line is most apropos. “Brilliant first meetings. Every time.” With Settify, I have been able to get a much better handle on the facts from the get-go. Before the first consultation, I now know where to direct my further questions. I am making much better use of my time at that all-important first meeting. Settify enables me to have those brilliant first meetings.”
Family Law Centre
Immediate client connection
“The true benefit of this onboarding process is the relevant prescient knowledge about the client’s situation before the initial consultation. First meetings can focus on meaningful next steps instead of gathering background information and, in turn, save time and costs.”
GoransonBain Ausley
Innovation to boost practice intake
“By improving the intake process, Settify gives attorneys a competitive advantage and increases the likelihood of signing up new clients.”
Bundy Law Office
Everything you need
“Your new bi-line is most apropos. “Brilliant first meetings. Every time.” With Settify, I have been able to get a much better handle on the facts from the get-go. Before the first consultation, I now know where to direct my further questions. I am making much better use of my time at that all-important first meeting. Settify enables me to have those brilliant first meetings.”
Family Law Centre
Immediate client connection
“The true benefit of this onboarding process is the relevant prescient knowledge about the client’s situation before the initial consultation. First meetings can focus on meaningful next steps instead of gathering background information and, in turn, save time and costs.”
GoransonBain Ausley
Enabling clients to help themselves
“I’m happy to have the ability to provide general information online giving my legal team a head start on my case without the need for unnecessary meetings.”
Lander and Rogers
Everything you need
“I won’t run consults unless the client has completed the Settify forms.”
Ramsden Family Law
Immediate client connection
“It allows you to have a sense of your client’s experience and world before you even meet them.”
Best Wilson Buckley
Everything you need
“Settify is the best technology Major Family Law has adopted over the past 10 years and both our team of professionals and our clients love it!”
Managing Director, Major Family Law
Enabling clients to help themselves
“It’s more comfortable for many. For those who are perhaps daunted by the prospect of calling or emailing a lawyer… Settify provides a third way.”
iFLG
Innovation that works
“It is inconceivable that any serious provider of family law services will be without this system.”
Family Law in Partnership
Pricing
Our streamlined, automated intake system is the simple way to take your practice to the next level.
Every law firm is unique, so we offer pricing tailored to your size and needs.
Settify does the heavy lifting regarding client onboarding, allowing you to focus on what you do best – providing your clients with excellent advice.
Streamline your workflow and have brilliant first meetings every time with Settify.
Every law firm is unique, so we offer pricing tailored to your size and needs.
Settify does the heavy lifting regarding client onboarding, allowing you to focus on what you do best – providing your clients with excellent advice.
Streamline your workflow and have brilliant first meetings every time with Settify.
Every law firm is unique, so we offer pricing tailored to your size and needs.
Settify does the heavy lifting regarding client onboarding, allowing you to focus on what you do best – providing your clients with excellent advice.
Streamline your workflow and have brilliant first meetings every time with Settify.
Simple to integrate, meaningful results.
Our streamlined process is easy to tailor to your firm’s needs.
1. Integrate
We embed Settify into your website using your firm’s branding, logo and colors.
2. Invite
Prospective clients can kick off the process on your website or via a link sent in a welcome email.
3. Ask
Settify invites prospective clients to answer simple questions about their situation.
4. Learn
Clients receive personalized information about the legal process, their options and how your firm can help.
5. Instruct
The client then provides detailed information in their own time.
6. Extract
Settify generates a summary of the client’s instructions for your lawyers, including an editable table of assets and liabilities, with formulae to help you make essential calculations.
Settify also has products for the areas of Wills, Probate and Estate Disputes.
FAQs
How do I integrate Settify into my website?
We embed our technology on your webpage. We use your firms’ branding, logo and colours so the experience is seamless for your future clients. Our team liaise with your website administrator to add the Settify button to your website. We then provide all the hosting, troubleshooting and technical support for the Settify system.
How are conflicts handled?
An email is sent to your reception when a client completes Settify from your website, including the client and spouse’s name, address, and date of birth. Using these details, you can run your conflict check. If conflicted, we cut off access to the rest of the client’s information, so no one at your firm will ever have seen it. Otherwise, click ‘No Conflict’ to receive the full brief.
How does the billing process work?
The per-client fee is charged when a user engages your firm and becomes a paying client. For anyone who fails to attend a meeting, attends a free meeting only, or is otherwise not charged, there is no Settify fee. At the end of each month, you receive a list of names who requested an appointment with your firm. You strike out any who did not engage, and we render an invoice for the clients who did.
Can I disburse the Settify fee?
Yes, many firms choose to pass the fee on to clients. Clients think that’s fair, as it would cost them far more to provide their information in person during the first conference. We can configure your system to provide the appropriate disbursement notice.
How does Settify secure client information?
We take data security very seriously. To ensure that your client’s confidential information remains confidential, Settify takes the following steps:
- Client information is stored onshore with Amazon Web Services (military and bank-grade security).
- All data is encrypted at rest (sitting in the cloud) and in transit (when moved from the cloud to the solicitor).
- Regular internal and external security penetration testing of the Settify system.
- Automatic information deletion.
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- After 60 days of inactivity, client information is frozen and cannot be accessed unless the client or lawyer completes specific requirements.
- After 2 years, all identifying client information is securely destroyed.