We make software in this category, so we have a point of view. Use these questions on every vendor, including us.
Most firms don't need more software. They need the financial side of a divorce to stop living in five places. This guide helps you work out what you need, and test it before you commit.
Before you look at any product, pull your last three contested divorces and ask where the unbilled hours went. For most family law practices, the answer is one of these:
The answer tells you which kind of tool to buy.
Calendars, billing, trust accounting and contacts. It runs the firm well, but it usually treats a divorce like any other matter, with financial details stored as attachments or custom fields.
Support guidelines, property division and pension math. These are strong on the numbers, but they often stand apart from the matter, so figures get retyped on the way in and on the way out.
These treat the marital estate as the center of the matter, with disclosure, schedules, support and the agreement drawing on the same figures. Ask how much of the practice side they also cover, because you may still need your existing system.
Software doesn't change what you owe clients. Under the ABA Model Rules, which most states follow in some form, you have duties of competence (including understanding the technology you use), confidentiality, and supervising the people and vendors who help you. Check your own state's rules and ethics opinions.
Be especially careful with AI features. Ask where client data goes, whether it trains any model, and how a person checks the output before it reaches a court or a client. A support figure or a citation is still your responsibility.
A demo shows you the tool at its best. A closed matter shows you the truth, because you already know the answer. Pick a messy one, with a business or a pension if you can.
Often not. Many firms keep their existing system for calendars and billing, and add divorce-specific tools for the financial work. Ask each vendor how the two would work side by side.
Run the same closed matter through each option, and compare the time taken and the accuracy against what was finalized.
It can be, with care. Find out where client data goes and whether it's used for training, and have a lawyer review anything before it reaches a court or client.