Settify
Settify is an Australian legal technology company that sells AI-enabled web-based client intake software to small and mid-sized law firms in Family Law, Estate Planning, Probate, and Estate Disputes across Australia, New Zealand, the UK, Canada, and the USA, integrating natively with LEAP and Smokeball practice management systems.
- Company typePrivate
- Founded2017
- HeadquartersCity Of Sydney, Australia
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Settify does
Settify Pty Ltd is an Australian legal technology company founded in 2017 and headquartered at Level 8, 207 Kent Street, Sydney. It sells a web-based client intake and engagement platform to small and mid-sized law firms operating in Family Law, Estate Planning, Probate, and Estate Disputes, with active go-to-market in Australia, New Zealand, the United Kingdom, Canada, and the United States. The product is delivered as a browser application accessible on computers, tablets, and smartphones, embedded on customer websites via embed code, and integrated natively with the LEAP and Smokeball practice management platforms, with end-to-end encryption and AWS-hosted regional data residency.
Under the hood, Settify combines domain-specific structured intake pathways (notably a bespoke Separation Pathway for family law) with AI Services that generate matter summaries, predictions, and insights using OpenAI's large-scale language-generation model. The business model is a dual subscription-plus-usage construct: firms pay a monthly license fee per practice area (AUD/NZD/USD $99-$129, GBP £99) plus a per-completed-intake billable lead fee (AUD/NZD/USD $59-$129, GBP £59-£99), with LEAP customers in Australia receiving the product free of charge as part of a bundled partnership. GTM is sales-led, driven by demo booking CTAs, regional websites, SEO, and earned media in legal trade publications (Lawyers Weekly, Legal Futures, Spears, Law Council), with the company claiming adoption by 550+ firms globally and no disclosed institutional funding.
Settify firmographics
Firmographics- Name
- Settify
- Legal name
- Settify Pty Ltd
- Website
- https://settify.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Settify is an Australian legal technology company that sells AI-enabled web-based client intake software to small and mid-sized law firms in Family Law, Estate Planning, Probate, and Estate Disputes across Australia, New Zealand, the UK, Canada, and the USA, integrating natively with LEAP and Smokeball practice management systems.
- Ownership category
- akta.pro rank
Where Settify is headquartered
LocationHeadquarters
- HQ city
- City Of Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Settify business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- License Fees: Monthly subscription license fees charged per practice area (Family Law, Estate Planning, Probate, Estate Disputes). Fees vary by region: Australia AUD $99-$129, New Zealand NZD $99, United Kingdom GBP £99, Canada/USA $99. This is the base recurring revenue component.
- Billable Lead Fees: Per-use fees charged when a client completes the full Settify intake process, providing detailed background information. A billable lead is defined as a client who progresses through all screens and provides meaningful background information. If a client starts but does not complete intake with only basic contact details, no charge applies. Fees vary by region and practice area.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Family Law - Australia: $129 license + $129 billable lead per month |
| Subscription | Monthly | Estate Planning - Australia: $99 license + $59 billable lead |
| Subscription | Monthly | Probate - Australia: $99 license + $99 billable lead |
| Subscription | Monthly | Estate Disputes - Australia: $99 license + $99 billable lead |
| Subscription | Monthly | Family Law - UK: £99 license + £99 billable lead |
| Subscription | Monthly | Estate Planning - UK: £99 license + £59 billable lead |
| Subscription | Monthly | Probate - UK: £99 license + £99 billable lead |
| Subscription | Monthly | Family Law - Canada/USA: $99 license + $99 billable lead |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Settify product offering
Product offeringCore offering
Settify provides a web-based AI-enabled client intake platform that captures detailed biographical, financial, relationship, and matter information from prospective clients of law firms before their first meeting. The platform offers structured, domain-specific intake pathways for family law, estate planning, probate, and estate disputes matters, generates AI-powered matter summaries and insights, and integrates natively with leading legal practice management systems (LEAP and Smokeball).
Product overview
Settify is a unified client intake platform for law firms operating across Family Law and Estate Planning practice areas. The core product is the Settify Client Intake System, a web-based application available in Australia, New Zealand, United Kingdom, Canada, and USA. The platform centers on structured intake pathways (notably the Separation Pathway for family law) that guide clients through information collection. Key components include the intake application itself, AI Services for generating matter summaries and insights, and the Embed Code feature for website integration. The platform integrates natively with practice management systems like LEAP and Smokeball, and offers data export in XML, CSV, and JSON formats. Pricing varies by practice area and region, with separate license fees and billable lead fees.
Differentiator
Problem solved
Functional benefit
Products and services
- Settify Client Intake System
Quantifiable outcome
- Trusted by 550+ law firms globally
- +2 more outcomes
Companies that use Settify
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles2 records
Settify technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability4 records
Feature5 records
Settify partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- LEAP Legal SoftwarecoreIntegration partnership with LEAP, a leading legal practice management system. LEAP customers in Australia can access Settify free of charge, indicating a deep strategic go-to-market partnership where Settify is bundled with LEAP's practice management software. The integration 'revolutionised firm operations' according to testimonials.
- SmokeballcoreIntegration partnership with Smokeball legal practice management system. Listed as an industry-leading legal software integration on Settify's website, enabling seamless data flow between Settify's client intake and Smokeball's practice management capabilities.
- Amazon Web Services (AWS)coreInfrastructure sub-processor for hosting, CDN, and data services. AWS processes and stores data within the region closest to the firm (Europe, USA, Australia, or Canada depending on customer location). Legal jurisdiction defaults to Australia as Settify Pty Ltd is the contracting entity with AWS Web Services Australia Pty Ltd.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Settify competitors and assessment
Company assessmentEmerging players
- CASEpeer: Legal case management and client intake platform purpose-built for personal injury law firms. Comparable as a vertical-specific intake workflow competitor, though focused on a different legal niche than Settify's family/estate focus.
- Karbon: Workflow and practice management platform for accounting and legal firms with intake-style collaboration features. Comparable as an emerging workflow-focused SaaS player targeting professional services firms including legal practices.
Broad incumbents
- Clio: One of the largest cloud legal practice management platforms globally, offering case management, billing, and increasingly client intake/intake forms. Competes with Settify as a broader platform that could subsume client intake functionality, and is a target future integration partner.
- MyCase: Legal practice management suite including client intake forms, case management, and billing. Comparable as an incumbent PMS with embedded intake capabilities that compete head-on with Settify's core workflow.
- PracticePanther: Cloud-based legal practice management software with built-in client intake and CRM features. Comparable as a broader PMS incumbent that competes with Settify for the same small-to-mid law firm customer base.
- Filevine: Legal case management and workflow platform used by mid-to-large law firms in the US. Comparable as a broader legal workflow incumbent that competes for the same firm budget dollars and offers intake-style features within a wider platform.
- Litify: Legal practice management platform built on Salesforce for plaintiff firms and corporate legal departments. Comparable as a broader legal workflow incumbent that bundles intake, case management, and CRM into a unified platform competing with Settify's specialized offering.
Direct peers
- Lawmatics: Legal client intake and CRM platform for law firms. Directly comparable because both target law firms with automated client intake, lead capture, and CRM workflows — Lawmatics is the closest US-based analog to Settify's positioning.
- LEAP Legal Software: Leading Australian and UK legal practice management platform and Settify's deepest integration partner (LEAP Australia customers get Settify free). Functions as both strategic partner and a latent competitive threat if LEAP builds native intake capabilities.
- Smokeball: Legal practice management platform with strong Australian and US presence. Listed as Settify's integration partner, but also a direct competitor in the broader PMS/intake space, especially in the AU market where the two are deeply intertwined.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Settify social profiles
Digital presenceSettify compliance and trust
Trust signalCompliance4 records
Settify financial estimates
Financial estimateRevenue estimate
Valuation estimate
Settify leadership team
Management profileNumber of profiles
Settify funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Settify M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Settify
What does Settify do?
Settify provides a web-based AI-enabled client intake platform that captures detailed biographical, financial, relationship, and matter information from prospective clients of law firms before their first meeting. The platform offers structured, domain-specific intake pathways for family law, estate planning, probate, and estate disputes matters, generates AI-powered matter summaries and insights, and integrates natively with leading legal practice management systems (LEAP and Smokeball).
Is Settify a public or private company?
Settify is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Settify founded?
Settify was founded in 2017. It employs 11 to 50 people.
Where is Settify based?
Settify is headquartered in City Of Sydney, Australia, in the Oceania region.
How does Settify make money?
Two revenue lines are on record. License Fees are the primary driver. The others are billable Lead Fees.
Who are Settify's main competitors?
Emerging players on record are CASEpeer and Karbon. Broad incumbents are Clio, MyCase, PracticePanther, Filevine and Litify. Direct peers are Lawmatics, LEAP Legal Software and Smokeball.
Does Settify have an API?
No public API is recorded for Settify.