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Balance Sheet for professionals
Asset division software for mediators and attorneys. One shared balance sheet for the whole case.
Every asset and debt, every proposal and counter, and what's agreed, in one place that you and the people you work with can see. The equalization payment is worked out as the case moves, and a clean summary is a download away.
Free for up to 10 items. Inviting your clients, and more items, need full access: ask, and we'll email you when it's on. Read the short walkthrough
How it works for you
Built for the way cases actually move.
Balance Sheet gives each person in a case a role: the two spouses, an attorney or advisor for either side, and a mediator for neither. Everyone works on the same sheet, and each sees what's waiting on them.
Mediators
Start a case and invite both spouses; once both accept you as mediator, you see the whole sheet. Each of them lists items and proposes terms; you can suggest terms for any item, which both sides must accept. Between sessions, everyone sees what's agreed, what's waiting on whom, and what's still open.
Attorneys and advisors
Join a case for one side and work alongside your client. You see every proposal, the reasons in its notes, and the full history of changes, so the numbers behind the equalization payment are never a mystery.
Your clients
Spouses can start on their own, before they've hired anyone, and invite you later, once someone in the case has full access. They can import the free Just Divvy spreadsheet, so their first list isn't wasted work.
A typical mediation
Between sessions, the sheet keeps moving.
Here's how a mediator might run a case with Balance Sheet. Every step is optional; use the parts that fit how you work.
Before the first session
Start the case and invite both spouses; once both accept you, you see the whole sheet. Each spouse lists what they know, or imports the free spreadsheet.
In session
Go through the sheet together: items that are agreed, items with a proposal waiting, items still open.
Between sessions
Spouses propose and counter on their own time. You suggest terms where they're stuck; both sides must accept.
At the end
Download the summary as a PDF or Excel file, for the attorneys preparing the agreement.
| Role | Acts for | Can do |
|---|---|---|
| Spouse | Themselves | Add items, propose, counter and accept, finalize |
| Attorney or advisor | One spouse | Propose, counter, accept and reopen for their client's side; see the whole sheet and its history |
| Mediator | Neither | Start a case and invite both spouses; suggest terms both sides must accept; once both spouses accept the mediator, see the whole sheet and its history |
What's in a case
The details a professional needs.
Every item records its value, any deductions, the proposed division and who agreed to what, so the numbers behind the equalization payment can always be traced.
Item by item
Each item has its value, deductions such as sale costs or a portion that belongs to one person, and a division: to one side, a split by percentage or amount, separate, or decide later.
Debts tied to assets
A mortgage goes with its house and shows under it, so the sheet reads the way people think about it.
A permanent history
Proposals, counters, acceptances and reopenings are kept in a history everyone in the case can read. Notes and comments sit with each item.
A summary to download
A PDF or Excel summary of every item, who gets it and the totals, marked "Draft, not finalized" until both spouses finalize. It's working information for preparing your documents.
Face values, stated plainly
The sheet uses the values entered, with no tax adjustment, and says so in the summary. Adjusted values can be agreed and entered when you advise it.
Updates by email
Everyone gets a short digest of what changed, so nobody has to check in to find out whose turn it is.
What it is, and isn't
Balance Sheet, a spreadsheet, or a full practice suite?
Balance Sheet does one part of a case: the assets, the debts and how they're divided. It doesn't try to run your practice.
| Balance Sheet | A shared spreadsheet | Full practice software | |
|---|---|---|---|
| Assets, debts and the equalization payment | Yes, always up to date | If you build it | Varies |
| Proposals, counters and acceptances by item | Yes, with a history | No | Varies |
| Both spouses working between sessions | Yes, each with their own view | Edits collide | Varies |
| Scheduling, billing, client intake | No | No | Usually |
| Drafting the agreement | No: download the summary for it | No | Often |
| Cost | Free at present | Free | Usually a subscription |
Confidentiality
How case information is handled.
Case information is visible only to the people in the case and, for support, security and legal reasons, a small number of our staff. The Privacy Policy covers the details.
Who can see a case?
The people in it, as their roles allow: the spouses, and any mediator, attorney or advisor added to it. A small number of our staff can also access it, only for support, security, account management and legal reasons. We never sell information, use it for advertising or use it to train AI models.
What if Just Divvy receives a subpoena?
We disclose information only when legally required, in response to valid legal process. Unless the law or a court order prohibits it, or there's an emergency, we notify the affected account holders first, so they have a chance to object. The Privacy Policy sets this out in full.
Is the agreed sheet a legal document?
No. Balance Sheet records and calculates what the parties agree. It isn't a contract, a court document or legal advice; the summary is working information for the agreement you prepare. Our Terms of Use say so too.
What does it cost?
Just Divvy is free at present, full access included. A case holds up to 10 items until someone in it has full access, which you ask for while Balance Sheet is new: ask here. If we ever introduce fees, we'll tell you before they apply, and you won't be charged unless you agree (Terms of Use, section 8).
Try it on your next case.
Start free, with no sign-up, and ask for full access when you're ready to invite your clients.
General information, not legal advice. Just Divvy provides general information for educational purposes only. It is not legal, tax or financial advice, and using it does not create an attorney-client relationship. Divorce and property laws vary by state. Check your state's laws and talk to a licensed attorney in your state before making decisions.