Legal-specific · Intake and client service · Medium confidence
Settify Pty Ltd · Settify client-intake application (family law and estate planning), including optional AI Services. Australian clients: Victorian law. LEAP bundled offering is a separate commercial path. DPA at settify.com/gdpr did not scrape.
Australian client-intake system for family-law and estate-planning firms, with optional generative summaries of client User Files via OpenAI.
Opens a private software assessment of Settify for one task, with this profile’s questions to hand.
| Deployment | SaaS |
|---|---|
| Hosting regions | Unknown |
| Australian region | Unknown |
| Model providers | OpenAI |
| Training on customer content | Unknown |
| Retention summary | Terms do not state a default retention window for User Files after termination. Settify may use User Files to improve the Application and anonymised files for research and marketing. DPA URL did not scrape. |
| Integrations | LEAP, Smokeball |
| Pricing summary | Licence, customisation, per-use, support and training fees are set in a Services Agreement (unpublished). LEAP customers may receive Settify as a bundled offering at no additional charge while eligible. Per-use billing is per User who completes induction. |
| Legal content coverage | Client-completed family-law and estate-planning questionnaires. Optional AI Services may produce matter summaries, briefs, predictions or insights from User File data. No licensed primary-law library. |
| Australian presence | Yes — Settify Pty Ltd (ABN 75 613 076 574). Australian-registered clients: Victorian law and exclusive Victorian courts. AU site claims 550+ firms globally. Melbourne is the reference location for public-holiday timing in the Terms. |
Define the configuration, people, information and tasks being assessed.
Public claim only
Intake web app for family law and estate planning, customised with Client Materials. AI Services are optional and require each User's express authorisation. LEAP bundle is a distinct commercial path. Terms last updated 14 July 2026.
Ask: Confirm whether we are on a direct Settify licence or the LEAP bundle, and whether AI Services are enabled.
Public claim only
SaaS on 'Settify Servers' with an embeddable Application. No region, AWS/Azure name or on-premises option is in the Terms. The DPA page did not scrape.
Ask: Where are User Files, backups and OpenAI processing hosted, and is an Australian region available?
Public claim only
AI Services may provide matter summaries or briefs, predictions and/or insights from User File data using machine-learning and generative AI, including OpenAI, only after the User authorises AI processing. Core intake works without AI.
Ask: Which AI outputs (summaries, predictions, briefs) will be on, and can we disable AI entirely?
Public claim only
Questionnaires are family-law and estate-planning intake, not a case-law product. AI is disclaimed as not legal advice and may not reflect applicable laws. AU clients: Victorian law (cl 20(7)).
Ask: Confirm Victorian law on our Services Agreement, and that AI will not browse open-web Australian law.
Record the practical work needed to introduce and maintain the software.
Public claim only
12-month Initial Term, auto-renewing 12-month periods unless 28 days' non-renewal notice. Fees in the unpublished Services Agreement; per-use invoices for completed Users. LEAP bundle: no extra charge while eligible; leaving LEAP suspends access.
Ask: Provide the unit price (licence vs per-use), auto-renewal, and whether we are on the LEAP bundle.
Public claim only
AU marketing shows LEAP and Smokeball. Terms: export in XML, CSV or JSON on request; bespoke integrations quoted. Embed Code on the firm's website. No Word add-in was described.
Ask: Demonstrate LEAP/Smokeball field mapping and whether User Files sync both ways.
Public claim only
First 10 hours of training per year free, then quoted. Reasonable technical support by email at no additional cost. Privacy hub: support@settify.com. Material term changes: reasonable prior notice; client may terminate under cl 12.
Ask: Provide the support SLA and a security escalation path for an after-hours incident.
Compare complete work at the required quality, including checking and correction.
Not confirmed
Terms disclaim accuracy and currency of AI Services. No independent evaluation was found.
Ask: Share any evaluation of Settify AI summaries against Australian family-law files, including error rates after solicitor review.
Public claim only
Intake captures client facts before the first meeting. AI, if enabled, must be reviewed by a qualified solicitor before being relied on. Time saved after that review is not independently measured.
Ask: On a typical family-law User File, show the AI brief, what the solicitor must check, and typical review time.
Compare the actual configuration with firm, client and jurisdiction requirements, supported by evidence.
Not confirmed
End Users are the firm's prospective clients completing questionnaires via embed or invite. User Files go to the firm only after the User authorises disclosure (and conflict check). AI processing needs a further User authorisation. The firm must publish its own privacy notice to Users.
Ask: What User-facing wording discloses OpenAI, and can we run intake with AI off?
Public claim only
Terms cl 11(2)(d): third-party AI services including OpenAI's large-scale language-generation model and others from time to time. No model version, entity, region or ZDR is stated.
Ask: Name each model, OpenAI entity, endpoint region and retention contract, and the notice period before a model is swapped.
Not confirmed
OpenAI is named in the Terms. The DPA at settify.com/gdpr did not scrape. No dated public register of other processors (hosting, email, analytics) was found.
Ask: Provide the current dated subprocessor register, including OpenAI and hosting, with country, purpose and objection rights.
Public claim only
cl 10(1)(b)(ii): Settify may use User Files to analyse, evaluate and improve the Application and the service, including through data analysis. cl 10(1)(c): anonymised User Files for research and marketing. There is no clause prohibiting OpenAI from training on prompts. Those uses are not the same as a no-training warranty.
Ask: Does any signed DPA prohibit training of Settify or OpenAI models on User Files, prompts and AI outputs?
Public claim only
Metadata about how and when the Application is used is owned by Settify (cl 10(2)). Improvement use of User Files is authorised. Whether solicitor edits of AI briefs train a shared model is not stated.
Ask: Do solicitor corrections of AI briefs stay in our instance only?
Not confirmed
No numbered retention schedule for User Files, AI prompts or OpenAI logs. Privacy hub pages for customers and end users did not scrape.
Ask: State default and configurable retention for User Files, AI briefs and OpenAI logs, including after a User withdraws.
Not confirmed
On termination: access ends, Embed Code must be removed, remaining authorised User Files are disclosed to the Client. No certified deletion of Settify copies, backups or OpenAI is stated.
Ask: On exit, what is deleted (User Files, AI briefs, OpenAI), in what period, and will you certify deletion in writing?
Public claim only
Settify uses User Files for support and troubleshooting (cl 10(1)(b)(i)) and to improve the Application. Confidentiality clause covers agreement terms and business information, not a ticketed-access log for User Files.
Ask: Who can read User Files and AI briefs, from which countries, under what approval, and can we see those access logs?
Not confirmed
SSO/MFA/audit-log export were not described. Access is via Embed Code and email invite. Conflict check is a Client obligation before seeing a User File.
Ask: Confirm MFA/SSO if any, and whether we can export a complete User File and AI-brief audit log.
Not confirmed
No encryption statement on the Terms or privacy hub pages that scraped.
Ask: Confirm TLS and at-rest encryption for User Files and the OpenAI path, and whether customer-managed keys exist.
Not confirmed
No SOC 2 or ISO 27001 claim was found on the pages read.
Ask: Provide any current SOC 2 or ISO 27001 report covering Settify and OpenAI processing.
Public claim only
Terms (14 July 2026) incorporate a Services Agreement, DPA (gdpr URL) and Privacy Policy. AU: Victorian law. Liability cap = fees in the prior 12 months; no consequential loss. Client indemnifies Settify for Client breach. AI is as-is and not legal advice. DPA page did not scrape.
Ask: Provide the signed Services Agreement and DPA, and confirm the gdpr URL is the current DPA for Australian clients.
Not confirmed
OpenAI is a US-headquartered provider. Hosting region is unnamed. End-user and customer privacy subpages did not scrape. APP 8 analysis cannot be completed from the hub page.
Ask: List every country for User File storage, OpenAI inference, backups and support.
Not confirmed
No Security Breach notification period was found in the Terms. Incident history was not published.
Ask: State the contractual notification period from discovery, NDB/OAIC cooperation, and any material incidents in the last 24 months.
Public claim only
Material Agreement changes: reasonable prior written notice; Client may terminate under cl 12 if it disagrees. OpenAI 'and others from time to time' is not a frozen model list. Subprocessor notice lives in the unscanned DPA.
Ask: What written notice will we get before a new AI provider is added, and can we object without terminating?
Public claim only
Export of User data in XML, CSV or JSON on request during the relationship. On termination, remaining authorised User Files are disclosed; Embed Code must be removed. Certified deletion is not stated. LEAP-bundle exit follows LEAP eligibility.
Ask: What export we receive for User Files and AI briefs, and will you certify deletion including OpenAI within 30 days?
Not confirmed
LEAP bundle and Smokeball logos. Embed Code on the firm's public website. OpenAI for AI Services. Enabling each is the firm's choice.
Ask: List every connector (LEAP, Smokeball, OpenAI, analytics) that will be on and the data each receives.
Not confirmed
AI Services are described as based on User File data. No open-web browsing toggle was found. OpenAI models may have their own browsing depending on the unnamed product.
Ask: Does Settify AI browse the open web, and can we disable any such retrieval?
Not confirmed
The Application collects User Files and, if authorised, runs AI. It does not claim to file court documents. Disclosure to the firm still requires User authorisation and the firm's conflict confirmation.
Ask: Can any Settify workflow email a client or write to LEAP/Smokeball without a second lawyer confirmation?
Public claim only
cl 11(2)(b)–(c): AI Services are not legal advice and should be reviewed by a qualified solicitor before being incorporated in or relied on in connection with any legal advice. The product does not technically force that review.
Ask: Can we require every AI brief to be marked reviewed by a named solicitor before it is visible on the matter?
Official pages reviewed for this profile, last reviewed 2026-09-21.
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