SecureSplit

What Is SecureSplit?

SecureSplit is a cloud-native divorce financial platform built for family law attorneys, Certified Divorce Financial Analysts (CDFAs), mediators, and financial advisors. It covers secure client intake, real-time scenario modeling, and court-ready report generation in one workspace — replacing the combination of intake forms, shared drives, and disconnected spreadsheets that typically stitch a matter together.

The platform is built around the DIVORCE Framework, a 7-phase, 10-output case methodology developed by Jamie Lima, CFP, CDFA, and co-founder of SecureSplit. Each phase — from client intake and data validation through scenario modeling and settlement reporting — maps directly to a feature in the platform.

What Is SecureSplit Best For?

SecureSplit is best known for its real-time scenario modeling, which lets practitioners run drag-and-drop asset and debt allocation with live equalization math, compare 50/50, offset, tax-adjusted, and asset division scenarios side by side, and apply AI-powered analysis that surfaces risks and recommended adjustments as data is entered. It is particularly suited to CDFAs and family law attorneys managing complex financial matters who need scenario comparison, settlement modeling, and court-ready output without switching between tools.

How Much Does SecureSplit Cost?

SecureSplit pricing starts at $119/month for the Professional plan. The vendor also offers a 7-day free trial for new users. Other pricing plans include:

• Professional Plus – $299/month
• Enterprise – Custom pricing

Businesses should also consider potential setup and customization expenses when budgeting for the platform. Estimated additional costs may include:

• Implementation And Onboarding: $0–$3,000 for setup assistance, configuration, and onboarding support
• Data Migration: $500–$5,000 depending on the volume of records and historical case data transferred
• CRM And Marketing Integrations: $500–$7,500 depending on the number and complexity of connected systems
• Custom API Integrations: $2,000–$15,000 for customized connections with external platforms and workflows
• Additional User Seats: $85–$95/user/month depending on the selected plan

Disclaimer: The pricing is subject to change.

SecureSplit Integrations

SecureSplit integrates with various third-party tools, including Customer Relationship Management (CRM) software and payment platforms like Stripe Checkout.

How Does SecureSplit Work?

Log in to SecureSplit and manage the full matter — from client intake through court-ready output — within one workspace:

• Open a new matter and send the client a link to the secure intake portal to collect financial documents, income data, and asset information
• Input assets, income, expenses, and support data into the workspace. The platform applies structured logic to asset division, child support, and spousal support scenarios automatically
• Run side-by-side scenario comparisons — current offer, counteroffer, and recommended option — with live equalization math and tax adjustments updating in real time
• Use AI-powered analysis to surface risks and draft settlement recommendations as data is entered
• Share the matter with co-counsel, the CDFA, the mediator, and the client through role-based access without exporting or re-uploading files
• Export a court-ready Summary of Findings, asset schedule, or settlement proposal — branded to your firm — in PDF, DOCX, or XLS format in one click

Who Is SecureSplit For?

The software caters to the needs of various sectors and professionals, including:

• Family-law attorneys
• Mediators
• CDFAs
• Financial advisors

SecureSplit Use Cases

SecureSplit's current capabilities as well as user feedback has helped us identify several scenarios where the platform is a strong fit:

1. CDFAs Running Complex Multi-Asset Divorce Matters

CDFA practices handling matters with retirement accounts, real estate, stock portfolios, and business interests need a structured way to model each asset category, run tax-adjusted scenarios, and produce a documented Summary of Findings. SecureSplit covers pension and QDRO guidance, tax-adjusted scenario modeling, and offer/counter-offer analysis within the same workspace. This reduces the need to manage separate calculation tools for different asset types.

2. Family Law Attorneys Replacing Disconnected Intake And Document Workflows

Attorneys currently managing client intake through email chains, shared Dropbox folders, and paper PFS forms face re-entry errors and version control problems on every matter. SecureSplit's secure client intake portal with bank-grade encryption, secure messaging, and a centralized document vault replaces those disconnected workflows in a single branded environment, with role-based access and full audit logs across the matter.

3. Multi-Professional Matters Requiring Shared Case Access

Matters involving an attorney, a CDFA, a mediator, and a client — each needing to view or contribute to the financial picture — typically require manual file exports and re-imports between professionals. SecureSplit's multi-professional collaboration allows the full team to work within one matter simultaneously through role-based access, without exporting files or duplicating data between systems.

4. Mediators Preparing Settlement Scenarios Before Negotiation Sessions

Mediators need to present settlement options in a format that reduces emotional friction and keeps client conversations focused on numbers. SecureSplit's side-by-side scenario comparison. This shows current offer, counteroffer, and recommended option with live equalization math, and produces outputs that are readable outside the platform, formatted for use in mediation or negotiation without manual cleanup.

Is SecureSplit Right For You?

If your practice handles divorce financial matters and you are currently working across disconnected tools for intake, scenario modeling, document management, and reporting, SecureSplit is worth evaluating.

The platform is endorsed by the Institute for Divorce Financial Analysts (IDFA), holds SOC 2 Type II certification, and is built by co-founder Jamie Lima, CFP, CDFA — a 20+ year financial planner who developed the DIVORCE Framework from practice experience across hundreds of cases. SecureSplit is open to professionals in all 50 states and Washington DC, with state-specific support calculators and court report exports rolling out toward full 51-jurisdiction coverage.

Still not sure about SecureSplit? Contact our support team at (661) 384-7070 for further guidance.