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, enjoy property adjustment features, and generate an automated draft Property Order.
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Capture financial information
Our technology records in a balance sheet all:
Assets
Superannuation
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 lets you trial auto-calculated settlement outcomes, which are catalogued within the app for ongoing reference. You can also set a desired percentage outcome, calculate required cash adjustments, and easily alter ownership of individual assets and liabilities.
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Save valuable time
Save time and effort by eliminating the need to manually calculate different financial outcomes. With Balance Sheet +, all financial data and trialed outcomes are stored in one convenient location. Enjoy built-in note-taking, a clear summary of totals, the ability to upload supporting documents, and drag-and-drop functionality to easily reorder items.
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NEW: Generate Property Orders
Balance Sheet + will generate an automated draft Property Order based on the input you provide in the app, saving you the time and effort of manual drafting. You can view all active Orders generated by Balance Sheet +, and add or remove Orders at any time.
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
Record all assets, superannuation, 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
Reorder items using drag-and-drop functionality
Upload documents containing information relevant to the balance sheet, and create notes for user reference and for the other side
Link assets with corresponding liabilities, and select items to be sold or discharged
Select items for default sale or contemporaneous adjustment
NEW: Generate an automated draft Property Order based on the information provided in Balance Sheet +
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.