Financial · VennBoard for CDSs
Specialist work, on a generalist’s crowded calendar.
CDSes serve as the divorce-finance specialist on cases where the broader advisor team needs depth. VennBoard gives Certified Divorce Specialists a focused engagement workspace that drops cleanly into the matter without disrupting the rest of the family’s planning.
CDS on a matter
Certified Divorce Specialist (CDS)
- Take a scoped engagement on a specific divorce-finance question
- Run the analysis with full matter visibility but a tight deliverable
- Hand findings to the lead advisor or attorney
- Bill on the engagement, not on the relationship
- Audit log: every action timestamped & exportable
Jobs to be done
What a CDS actually does — on VennBoard.
- Take a scoped engagement on a specific divorce-finance question.
- Run the analysis with full matter visibility but a tight deliverable.
- Hand findings to the lead advisor or attorney.
- Bill on the engagement, not on the relationship.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Engagement Scopes
Focused Analyses
Findings Memos
Engagement Invoices
Tools that fit your role
What VennBoard gives a CDS.
Scoped Engagement
Just what you were asked.
Focused Workspace
Deep, not broad.
Hand-Off Tooling
Findings to the lead.
Engagement Billing
Per-engagement, not retainer.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.