Balance Sheet +

How To

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Visit the LEAP Family Law Knowledge Nook to see how-to videos.

Powered by LEAP, Balance Sheet + provides a simple and accurate way for family law practitioners to capture financial information of clients with its automated features.

Key Features:

Seamless integration between Balance Sheet + and LEAP allows family lawyers to:

Capture financial information of clients within an automated balance sheet.
Import financial items from documents and connected platforms, including Settify, Ruffle, and AI Paralegal.
Record all assets, superannuation, addbacks, liabilities and financial resources.
Adjust the ownership of all items and calculate cash adjustments to showcase a range of potential settlement outcomes for clients.
Create and compare multiple property adjustment scenarios based on a percentage split or cash adjustment amount.
Equalise superannuation splits automatically across all superannuation items.
Upload related documents containing information relevant to the balance sheet.
Create notes for user reference and for the other side.
Work with ease knowing all auto-calculated settlement outcomes will be catalogued within the app for ongoing reference.
Link assets with corresponding liabilities.
Re-order items using Drag and Drop functionality.
Auto populate Ownership details in the generated balance sheet.
Export the balance sheet to Excel directly from the app.
Generate a draft Property Order based on the information provided in Balance Sheet +.

Getting Started

Balance Sheet + will automatically be enabled for all users and will appear in the LEAP ribbon when users are working on the Details & Correspondence tab of a Family Law matter.

If for some reason, you do not see the icon in your LEAP ribbon, you can try the following:

Click LEAP Menu.
Click Marketplace.
In the Search for Apps and Developers bar, type in "Balance Sheet +" and the feature will appear in the list to select.
Click Enable to activate the feature.

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Alternative reasons why Balance Sheet + isn't appearing in your LEAP ribbon could be:

Users are not working in a Family Law matter.
There are too many apps in the LEAP ribbon, click the 'More' button to reveal additional apps.
Or a quick sign-out and sign-back-in of LEAP could be required.

Balance Sheet

Type – Select the specific type for the item from the dropdown e.g. if the ‘Asset’ is a Home, Other real estate, Shares, Motor Vehicles, Cash Adjustment payments, etc. 

Description – Enter the description of the item e.g. enter the full address of the home, or name of institution for Funds in Bank. 

Ownership – Select if the ownership is Joint 50/50, solely owned by the applicant, solely owned by the respondent, or shared percentage.  

Applicant’s value – Enter the value amount for the Applicant.  

Respondent’s value – Enter the value amount for the Respondent.  

Disputed – Displays the disputed amount calculated between the Applicant’s and Respondent’s values.

Agreed/Negotiated – If there is a disputed amount, you can enter the agreed/negotiated amount here.   

Link Assets and Liabilities

Each item allows you to link assets with their corresponding liabilities.

A green dot will appear next to the Linking icon to indicate there is a liability that may correspond with the relevant asset.

Click on the Linking icon and select the relevant item. The icon will turn green once the item has been linked.

Re-order items using Drag and Drop Functionality

Simply click on an item and use the drag-and-drop functionality to re-order items and customise your Balance Sheet.

Inserting Notes & Attachments

Each item allows you to insert attachments and add notes.

To insert an attachment, click the icon to open the side pane.

From the pane, you can drag and drop or upload attachments into the Attachments section.
You can also choose to upload documents directly from within the LEAP Matter correspondence list.
To add a note/comment, click the icon to open the side pane.
From the pane, you can type the note and select Save note.
For further options, click the button to View Assets details or Delete.

Quick Add Items

At any time, you can ‘Quick add’ items from the bottom of the Balance Sheet +.

Type in the description of your item and Balance Sheet + will automatically categorise where this item will be sorted.
If you are happy with how the item has been categorised, click Add.

Balance Sheet Toolbar Options

A range of options are available in the top toolbar of Balance Sheet +.

Icon	Action
	Balance Sheet + will automatically save while you work.  Once progress/data has completely saved to the server, the Saved icon will appear.
	Click to Share Balance Sheet + via LawConnect, or Export to multiple Family Law Court Forms.
	Click to Export the balance sheet to an Excel file (.xlsx). The file is automatically saved to the matter correspondence.
	Click to Import financial items from documents and connected platforms. Four import sources are available: Import from file, Import from Settify Intake, Import from Ruffle, and Import from AI Paralegal.
	Click to view a History of changes and undo/redo any actions made.
	The Settings window allows you to change the naming descriptions and pronouns of the client and other side. Here you can also adjust how the naming descriptions will appear once exported to the Balance Sheet Court Form.
	Click to view a Summary of the amounts entered for Applicant, Respondent and Agreed/Negotiated amounts entered.

Import Features

Balance Sheet + can import financial items directly from documents and connected platforms, reducing manual data entry when information has already been collected elsewhere. Four import sources are available from the import menu in the top toolbar.

Import from File

You can import balance sheet items from a document stored in the matter correspondence by selecting Import from file in the Import menu.

The import uses AI to read the document and extract items, categorise them by type, identify ownership, and map values to each party.

All commonly used file types are supported including Word documents (.docx), Excel spreadsheets (.xlsx), PDFs, images, and standard text formats.

Select a document stored in the matter and click Process Document.

The AI extraction process returns two confidence assessments:

Overall confidence – how confident the AI is in the data extraction itself. Displayed as High, Medium or Low.
Party match confidence – how confident the AI is that it has correctly mapped document parties to matter parties. If this is medium or low, a warning dialogue will appear prompting the user to review the party mapping before continuing.

Once the process has completed, from this screen you can deselect any items you do not want to import, then select Import to add the extracted items to the existing balance sheet.

There are two options available when importing:

Import: to add the extracted items to bottom of the existing balance sheet items
Clear sheet and import: to clear all existing items and replace them with the extracted items.

Optionally, sort the processed items by selecting the sort icon next to any column heading - Type, Description, Ownership, Party, or Notes. Select Reset order to revert to the original extraction order at any time.

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Note: The document must be uploaded to the matter correspondence before it can be selected for import. If a document was added while Balance Sheet + is open, select the icon in the document selector to load it without reopening the app.

Import from Settify Intake

Where a matter has an associated Settify intake, Balance Sheet + will automatically detect the data and you can choose to import it from the Import from Settify intake option in the Import menu.

From this screen you can select/deselect the items you wish to import into Balance Sheet + by using the checkboxes.

Once you have reviewed the items and made your selection. You can select Import to add the selected items to the bottom of the existing balance sheet items.

Or click theicon to select Clear sheet and import. Which will remove all existing items on the balance sheet before importing the selected items.

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If Balance Sheet + cannot find Settify intake data for the matter, you will see a prompt indicating no intake data is available. To send intake data from Settify, open your client's completed intake in Settify and click Send to LEAP. Their details will be available to import into Balance Sheet + within moments. If you do not yet have Settify, it is included in your LEAP subscription and free to activate.

Import from Ruffle

Ruffle is a LEAP product that uses AI to assess financial disclosure documents such as bank statements, and extract account and transaction data. Where a matter already has Ruffle data available, users can import that account balance data directly into the balance sheet.

From the Import menu in the top toolbar, select Import from Ruffle.

Once processing is complete, the processed items will appear. From this screen you can select/deselect the items you wish to import into Balance Sheet + by using the checkboxes.

Once you have reviewed the items and made your selection, you can select Import to add the selected items to the bottom of the existing balance sheet items.

Or click theicon to select Clear sheet and import. Which will remove all existing items on the balance sheet before importing the selected items.

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If Ruffle is still processing documents for the matter when you select Import from Ruffle, you will be prompted to choose one of the following:

Import available now - proceed with the data Ruffle has processed so far
Cancel import - wait until Ruffle has finished processing before importing
Open Ruffle - navigate to Ruffle to check the processing status

Import from AI Paralegal

AI Paralegal is a LEAP product that uses AI to review matter documents and prepare financial summaries, balance sheets, and other matter-related tasks. Where a matter has AI Paralegal data available, users can import the financial items it has prepared directly into the balance sheet.

From the Import menu in the top toolbar, select Import from AI Paralegal.

The processed items will appear. From this screen you can select/deselect the items you wish to import into Balance Sheet + by using the checkboxes.

The Notes column on the import screen will reference the source document used by AI Paralegal for each item, helping you verify where each value has come from.

Once you have reviewed the items and made your selection, you can select Import to add the selected items to the bottom of the existing balance sheet items.

Or click theicon to select Clear sheet and import. Which will remove all existing items on the balance sheet before importing the selected items.

Share via LawConnect

You can share Balance Sheet + via LawConnect.

Before sharing, you can control the option to Hide Notes, which will prevent the recipient from viewing any comments/notes made on all items added.

From this window, you can also view who the Balance Sheet + app has been shared with for this matter, including an option to remove access.

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Note: Recipients will not receive a notification that their access has been revoked.

The recipient will receive an email with a link to view Balance Sheet + via LawConnect.

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Recipients will not need to have a LawConnect account to access the Balance Sheet + link shared to them.

Balance Sheet + will open in the recipient’s default web browser, where they can view all items, notes, and attachments added.

From this view, the recipient cannot edit any existing items, except for the Respondent’s value and adding their own notes and attachments.

They will also have the option to add their own new items.

Any changes made will automatically flow through to the original LEAP Balance Sheet + created by your firm.

Export to FCFCOA Forms

At any time, you can export data entered into Balance Sheet + to multiple Federal Circuit and Family Court of Australia Forms.

These forms include:

Balance Sheet
Application for Consent Orders
Financial Statement
Confidential Case Outline
Outline of Case (Final Hearing)

To export to any of these available forms, click the Share icon in the top toolbar and select from the list displayed.

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Ownership information entered in Balance Sheet + is now automatically populated in the generated Word document, eliminating the need for manual entry.

Export to Excel

At any time, you can export the balance sheet to an Excel file (.xlsx) directly from the top toolbar. The exported file is automatically saved to the matter correspondence and can be downloaded from there.

To export the balance sheet, click the Export to Excel icon in the top toolbar. The file will be generated and saved automatically to the matter correspondence.

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The Other Side will also have the option to export the balance sheet to excel when it has been shared with them via LawConnect.

Property Adjustment

From the Property adjustment tab, you can generate multiple various split percentage scenarios.

At any time, you can create a new scenario by selecting the icon.

When creating a new scenario, you can choose to structure it based on a Percentage split target or a Cash adjustment value.

Percentage split target – enter the following:

Scenario Name – Enter the name of the scenario.

Applicant/Respondent split – Enter the amount to be split between the Applicant and Respondent.
Whose Values? – Select which party’s balance sheet values to use in the scenario.

Cash adjustment value – selecting this replaces the percentage fields with:

Direction – Select which party is paying (e.g. Respondent pays Applicant).

Amount – Enter the cash adjustment dollar amount. The effective percentage split is calculated automatically as sliders are adjusted.
Whose Values? – Select which party’s balance sheet values to use in the scenario.

Once the scenario is created you can make any adjustments to each item by moving the sliders or by entering the relevant percentage or dollar amount.

You can see a preview of how much the applicant/respondent pays to the other from the top of this window as you make the adjustments for each item.

A preview of the current net assets and target net assets of the Applicant and Respondent is also available from the top right-hand corner which can be expanded or minimised at any time with the Target Adjustment drop-down.

Eliminate Cash Adjustment

From the property adjustment tab, you can also toggle on the Eliminate cash adjustment button.

While within this mode, you will need to hover your mouse over each item to display the cash adjustment Applicable and Left to pay.

Select the asset or liability you would like to wholly or partly transfer to eliminate or reduce the amount payable in cash.

Equalise Super

From the Other Superannuation component of the Property adjustment screen, you can select to Equalise Super.

This feature automatically calculates and applies the superannuation split required to give each party an equal (50-50) share of the total superannuation pool, without the need to manually adjust sliders.

If you wish to automatically divide super based on an alternate share (e.g. 60/40), you can enter the percentage values in the Divide by % field and select Divide.

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Equalise super adjusts the property adjustment scenario only. It does not modify the superannuation values recorded in the balance sheet.

Scenario Options

On the left-hand side of the property adjustment tab, a list of existing and archived scenarios will appear.

Each scenario allows you to:

	Edit the scenario.
	Duplicate the scenario.
	Compare the scenario.
	Archive the scenario.
	Lock the scenario.
	Unarchive the scenario.

Scenario Comparison

Allows family law practitioners to compare scenarios side by side, providing a valuable, time-saving tool when assessing different settlement options with clients.

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In order to use the scenario comparison feature, you’ll need to have created at least two scenarios.

Click the Scenario Comparison button on any scenario on the Property Adjustment tab, then you’ll be prompted to select your second scenario from a dropdown. At any time, you can change the position of the scenarios on the page using the Swap View button or choose a new scenario to compare using the Select Scenario button.

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Note: Once a scenario is locked , no further changes can be made to this scenario. To continue making changes, you will need to duplicate the scenario.

Once the scenario is locked, you can now generate a property adjustment table by navigating to the Share icon in the top toolbar and selecting Generate property adjustment table.

The property adjustment table will open in Word.

Export Schedule of Effect

At any time, you can export the scenario to an Excel file (.xlsx) directly from the top toolbar. The exported file is automatically saved to the matter correspondence and can be downloaded from there.

To export the property adjustment scenario, click the Export Schedule of Effect icon in the top toolbar. The file will be generated and saved automatically to the matter correspondence.

Property Order

Generate a draft Property Order based on input provided in the Property adjustment tab of Balance Sheet +.

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Note: To begin this process, you will need to have completed a property adjustment scenario which has been locked to proceed.

Getting Started

From the Property adjustment tab, you can effortlessly create a draft property order by clicking the icon at the bottom of the locked Scenario.

Alternatively: If you have previously generated a draft property order for a scenario, you will need to click the Property order tab and select the scenario upon which the agreement is based on.

Link Assets and Liabilities

You can easily link assets with their corresponding liabilities (if not previously linked in the Balance Sheet tab).

Use the drop-down option and select the relevant items to link. Click Next.

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This is important as it will help shape the questions posed by Balance Sheet + in later steps.

Select Items for Sale or Discharge

You can also list any assets to be sold or liabilities to be discharged as part of the agreement reached.

Use the drop-down option in the Action column and select Sale or Discharge for the relevant items. Click Next.

Link Items for Default Sale

Select any items in the Default sale column that will be sold in the event of a default under the agreement.

Click the drop-down option for the relevant item and mark as Default sale. Click Next.

Link Items for Contemporaneous Adjustment

From the Contemporaneous column, you can link any adjustments of assets and liabilities that will occur simultaneously.

Use the drop-down options to link to the relevant items. Click Next.

Final Review

Review and edit your selections before proceeding to the next stage of property order generation. Click Confirm.

Questions

From the Questions tab, you can easily select relevant information to automatically populate into the draft property order.

Simply click on the relevant asset or liability and use the drop-down options to enter the following:

Method of sale
Method of determining price
Real estate and Solicitor/Conveyancer details
Rise and fall provision
Trustee and superannuation details

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Subsections marked with a green tick indicate they have been completed. Subsections marked with an orange exclamation mark indicate they have missing responses or require additional information.

Summary

At any time, you can click on the Summary tab to see a summary of items that have been linked, marked for sale or discharge, marked for default sale, or contemporaneous adjustment.

You can easily amend any information, if required.

Generate Property Order

Effortlessly generate the draft property order based on the information provided in the previous tabs.

Click the Generate Property Order button to open a word document that contains the draft property order.

Click the Active orders icon in the LEAP for Word Add-in to see the current orders that have been generated by Balance Sheet +.

If required, you can manually edit the word document and/or insert precedent paragraphs from the LEAP for Word Add-in.

Last Modified Date

13/05/2026 7:15 pm

Title

Balance Sheet +

URL Name

Balance-Sheet-Plus-AU

Resolution

13/05/2026Knowledge

Information

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Key Features:

Getting Started

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Balance Sheet

Link Assets and Liabilities

Re-order items using Drag and Drop Functionality

Inserting Notes & Attachments

Quick Add Items

Balance Sheet Toolbar Options

Import Features

Import from File

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Import from Settify Intake

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Import from Ruffle

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Import from AI Paralegal

Share via LawConnect

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Export to FCFCOA Forms

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Export to Excel

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Property Adjustment

Eliminate Cash Adjustment

Equalise Super

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Scenario Options

Scenario Comparison

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Export Schedule of Effect

Property Order

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Getting Started

Link Assets and Liabilities

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Select Items for Sale or Discharge

Link Items for Default Sale

Link Items for Contemporaneous Adjustment

Final Review

Questions

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Summary

Generate Property Order

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