A family-law team needs more than a collection of account balances. It needs financial information that can be checked, organized by matter and used in documents and analysis. Settlyd brings these tasks into a browser-based workspace for South Carolina and North Carolina family-law practices.

The exact forms, tools and access depend on the state and plan. The workflow below shows where Settlyd can fit into the firm’s work.

Collect information for the matter

Start with the client’s income, expenses, assets and debts. The firm can enter information during an interview or invite the client to provide it through the client portal. The firm then reviews that information against records and follows up on gaps.

Client input helps gather the facts. It is not a substitute for verifying them or deciding their legal treatment.

Prepare the relevant financial document

Settlyd’s South Carolina offering includes Financial Declaration tools. The North Carolina offering uses its own financial-affidavit and property-division workflows. Select the relevant state and document rather than assuming the same form applies in both states.

For South Carolina preparation, our Financial Declaration review checklist explains useful checks on monthly figures, expense categories and source records.

Explore the questions behind a proposed outcome

Depending on the state and plan, Settlyd offers Child Support, Net Available Income and Asset Division tools. Use them to explore the financial assumptions and proposed options relevant to the matter.

In a fictional matter involving a home, savings and debts, a team might enter the values supported by its records, then compare proposed asset divisions. If a value is disputed or an assumption changes, the team should review the input and analysis before discussing the revised option.

The team supplies and reviews the relevant values. Decisions about valuation and legal classification still require the appropriate professional judgment.

Prepare outputs for review and discussion

Generate the PDFs supported by the selected tool for client meetings, negotiations, mediation or court preparation. Before using an output, review its caption, figures, assumptions and date against the intended purpose.

A clear document can support a discussion. It does not guarantee a settlement or replace the lawyer’s professional judgment.

Keep access appropriate to the task

Use each access route for its intended task: invited clients provide information, while the firm reviews the matter and manages access. Confirm the appropriate permissions before sharing financial information.

Choose the right state and plan

For the South Carolina offering, review Settlyd’s South Carolina product page. For the North Carolina offering, review the North Carolina product page. Check the current plan descriptions for included tools and user capacity.

The practical starting point is one matter: gather the information, check the figures, prepare the relevant document and review an analysis that helps answer the question in front of the team.