The document and financial prep platform for divorce coaches and their clients.
Clients come to you overwhelmed by paperwork, and one missed statement can derail everything that follows. VennBoard tells each client what to gather, builds their financial picture from what they upload, and shows which statements are still missing, so the time you spend together goes to decisions.
60-day pilot · No cost · One client
“I tested VennBoard with my own family’s financial statements before asking anyone else to trust it with theirs.” — Joti Basi, Founder
What gets in the way
Your clients aren’t stuck on decisions. They’re stuck on paperwork.
“Which statements do I need?”
Clients don’t know which statements matter, so they send everything, or nothing.
Shoebox clients
Statements arrive as photos, forwards and paper, weeks apart.
Sessions lost to triage
The hour you booked for decisions goes to sorting documents instead.
Starting over
An account turns up after signing, and your client has to go through it all again.
60-day pilot · No cost · One client
Compared
A chatbot gives generic advice. VennBoard gives your client a plan built from their own statements.
60-day pilot · No cost · One client
The process
From a shoebox to a prepared client.
Gather
Clients gather what’s needed and upload it once.
Numbers built
The numbers are built from what they uploaded.
Ready for the next step
Your client walks into mediation or their attorney’s office prepared.
60-day pilot · No cost · One client
Common questions
Questions from divorce coaches
Will VennBoard tell my client what to agree to?
No. Decisions stay with your client and their attorney; VennBoard only keeps the documents and numbers in order.
Will my client have a login separate from their spouse?
Yes, a separate one, and your client decides which professionals can open each document.
Can clients start before our first session?
Yes. The requests open the moment you invite them, so your first session can begin with their paperwork already in.
Which tools are included for coaches?
A shared custody calendar that tallies overnights, a cash-flow view of your client’s budget, and co-parenting tools for after the divorce.
Is my clients’ information kept private?
Yes. It is encrypted both while it moves and while it is stored, in cloud data centers in America that only the people involved can reach.
Can my clients use two-factor login?
Yes.
60-day pilot · No cost · One client
Also on VennBoard
One platform for the whole divorce team.
Family lawyers
Disclosure, schedules and pre-filled court forms in one matter.
Mediators
One shared set of numbers for both parties.
CDFAs & financial neutrals
Analysis that starts from the client’s own statements.
See the VennBoard family law platform →
60-day pilot · No cost · One client
About the founder
“As a divorce mediator, I know that skilled divorce coaches spend sessions sorting paperwork instead of helping clients decide. I built VennBoard so the paperwork is done before your client sits down with you.”
Joti (Sukhjot) Basi, Founder, VennBoard · About Joti