Disclose assets, calculate budgets, and build your case folder privately. Upgrade only when you want to use advanced AI planning and download your Form E documentation.
Essential tools to start gathering your financial records locally.
The complete pack to streamline disclosure and build settlement plans.
No. Our Premium Briefcase is activated via a single one-off payment. You get access to the features and AI tools for as long as you need to compile your financial disclosure.
Yes, entirely. We use enterprise-grade encryption. Your briefcase contents are private, and any text inputs sent to the AI assistant are automatically anonymised.
Only if you explicitly invite them. When you generate a secure access code, your solicitor can import your data to inspect your Form E disclosures, saving both of you hours of manual transcription.
Yes. If you decide the platform is not suitable for your needs within 14 days of upgrading, simply reach out to our support team for a full, hassle-free refund.