SettlefyNever settle. Settlefy.My Settlefy

YOUR PRACTICE / YOUR PEOPLE / YOUR NEXT STEP

Settlefy
for Lawyers.

Never settle. Settlefy.

Bring your firm into focus. Build a branded case page, organize your professional profile, and review what clients choose to share.

Set up my lawyer account →Build my firm page →

Available in Claude and ChatGPT

Have an account? Sign in through the same workspace. Professional review and client permissions determine what you can publish or access.

yourfirm.settlefy.ai
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YOUR FIRM / YOUR BRAND

Your questions.
A clearer course.

A public home for your practice.
Case information, in your own voice.

01Your branded case pages
02Client-approved sharing
03A reviewed next step

ILLUSTRATIVE PREVIEW / NO CLIENT DATA

Your firm’s brandingReviewed professional accountsClient-controlled sharing

FROM YOUR PUBLIC PAGE TO A PRIVATE HANDOFF

One place to get started.
Clear choices along the way.

A home with your firm’s name.

Customize your logo, colors, introduction and contact details. Publish a firm home and up to eight case-topic pages at yourfirm.settlefy.ai.

Build your firm page →

Professional identity, reviewed.

Add your bar number or official identity reference and each licensed jurisdiction. Optional AI directory suggestions help fill your profile; a person reviews the credentials.

Complete professional onboarding →

The client chooses what you see.

Review answers and documents the client selected for your exact receiving email. Packet access has an expiry and can be revoked. Your profile never opens someone’s private records by itself.

Open client-shared packets →

A practical handoff to your firm.

With the client’s separate export permission, download CSV, JSON or readable text. Map CSV columns into your practice system’s supported importer; attachments are downloaded separately.

Review approved exports →

YOUR FIRST VISIT

Make it yours, step by step.

  1. 01

    Sign in and introduce your practice.

    Use Google, Apple, or an email account. Verify the account, then add your professional name, firm and licensed jurisdictions in the counsel workspace.

    Start professional onboarding →
  2. 02

    Build privately. Publish after review.

    Reserve your firm address, add branding and select public case topics. Save and preview your draft, obtain credential review, then explicitly approve publication. Later edits stay drafts until republished.

    Open the firm page builder →
  3. 03

    Receive only what a client approves.

    Use the exact receiving email on the client’s reviewed packet. Inspect selected answers and files, and export only when the client enabled that option. Your firm site does not publish private client matters.

    Open the protected workspace →

EXPLORE / DEPLOY CARE

See what care
could look like.

Explore care models separately from legal case preparation. A workflow preference does not enroll a client, book care, or grant medical-record access.

KNOW THE BOUNDARIES

Your firm stays in control.

One owner account manages each branded firm site in this release. A public site, a Settlefy team invitation, and access to a client packet are separate permissions. Firm staff roles and a shared client inbox are not included.

Exports are deliberate downloads. Direct Clio connections, automatic practice-system synchronization, claim filing and automated legal eligibility decisions are not provided.

Settlefy supplies research and preparation tools. Your firm is responsible for its public content, professional obligations and representation decisions. Review privacy and information controls before collecting or sharing records.

YOUR FIRM’S NEXT CHAPTER

Start with your practice.
Build from there.

Set up my lawyer account →Build my firm page →