NEW FEATURE - BALANCE SHEET +
The Automated Balance Sheet for Family Lawyers
Balance Sheet + provides an efficient, easy and accurate way for family lawyers to capture the financial information of clients and enjoy automated property adjustment features.
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Capture financial information
Our cutting-edge technology records in a balance sheet all:
Assets
Addbacks
Liabilities
Financial resources
The balance sheet will automatically calculate total values for each the client and other side, ensuring accuracy. Enjoy further automation with disputed calculations, which transparently provide the value difference between disputed positions.
Any negotiated values can be captured in the balance sheet for easy reference and practicality.
Why use Balance Sheet +
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Automated settlement outcomes
The automated property adjustment allows you to simply adjust the ownership of assets and liabilities and calculate cash adjustments to easily showcase a range of potential settlement outcomes for clients, which will be catalogued within the app for ongoing reference.
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Save valuable time
Balance Sheet + will save you valuable time and energy in calculating different outcomes, help you avoid miscalculations, and hold all financial information & trialed outcomes in one place. With Balance Sheet +, you can enjoy the note-taking function, easy-to-view totals summary, and ability to upload related documents that contain all information relevant to the balance sheet.
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Automated Court Orders
Automated Court Orders generate a full set of Orders based on a selected or agreed property adjustment scenario from Balance Sheet +. These Orders can then be easily adapted, if necessary, and used to formalise the agreement reached between parties, saving valuable time drafting a new set of Orders.
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How it works in LEAP
Start a new family law matter type or enable the Balance Sheet + app from the LEAP Marketplace
Once in a matter, click the Balance Sheet + icon in the ribbon
Add the financial information of your client and any information you may have relevant to the other side
Grant access to the other side to add, or further add, their client's financial information
Navigate to the Property Adjustment tab where you can create a range of financial outcome scenarios
Get started with Balance Sheet +
Whether you’re a sole practitioner, part of a large firm, or anything in-between, Balance Sheet + will save you valuable time that would otherwise be spent tinkering with spreadsheets or performing manual calculations.
Capture the financial information of clients within an automated balance sheet
Balance Sheet + records all assets, addbacks, liabilities and financial resources
Adjust the ownership of assets and liabilities, and calculate cash adjustments to showcase a range of potential settlement outcomes for your clients
Upload related documents containing information relevant to the balance sheet
Create notes for your own reference and for the other side
Enjoy automatic population of court orders using the information from your chosen property adjustment scenario
Want to see Balance Sheet + in action? Fill out this form to express your interest and one of our representatives will reach out to you soon.