⚖️ Professional Use Agreement
EquiBasis is an analytic decision-support tool for licensed attorneys and mediators.
It is not legal advice. All outputs require independent attorney and CPA review.
No attorney-client relationship is created.
🔒 Your passphrase is the only key to your data. It encrypts all case files locally in this browser — never transmitted anywhere. ⚠ If you forget it, your data cannot be recovered — there is no reset. Write it down in a secure place.📱 Using another computer? Export → Encrypted Backup → import on the new device using this same passphrase.
EquiBasisSettlement Engine
⚖️ Attorney Use Only — Analytic tool only. Not legal advice. All outputs require independent attorney and CPA review.
Case Setup
Upload a financial affidavit to auto-fill, or enter details manually.
DEMO
🔒
PII Sanitizer Active
Documents are scanned locally in your browser before any text is extracted. SSNs, account numbers, phone numbers, emails, dates of birth, addresses, and credit card numbers are redacted before the AI sees any content.
⚙ Checking…⚙ Checking proxy…
📄
Drop your document here
Financial affidavit, Schedule of Assets, or any asset list
Best results with court-filed financial affidavits and asset schedules that include values and dates.
PDFDOCXXLSXCSVPNG/JPGTXT
Processing document…
Initializing…
PII Scanner
Text Extraction
PII Redaction Pass
AI Extraction (sanitized text)
Finalizing
PII redacted locally · Only sanitized text sent to AI
⚠ Error —
✅
Document parsed
✦ AI Extracted
🔒 PII Sanitization Report
Scanning…
All PII was redacted before any text was sent to the AI proxy.
Case Information
◉ Spouse A
◉ Spouse B
Assets
0 found
NameTypeValueBasisOwner
Flags
💡 Missing an asset? Click Apply & Continue → then add it manually on the Assets step.
OR ENTER MANUALLY
Case Details
Party Profiles
Names entered here appear in the report and all exports. Income and bracket drive after-tax calculations.
Income and tax information for after-tax calculations.
◉ Spouse A
◉ Spouse B
💡 Next: Enter income and tax bracket for each spouse in Step 2. These drive the after-tax calculations.
Asset Inventory
Add all marital and separate property. Set type and cost basis for accurate tax calculations.
Add Asset
Asset
Type
Owner
Face Value
Cost Basis
Flags
🏠
No assets added yet
Add assets using the form above, or go back to Step 1 and upload a financial affidavit for AI-assisted extraction.
Liabilities & Debts (Reduces net estate)
Description
Type
Assigned
Balance
No liabilities added.
💡 Next: In Step 4, assign each asset to a spouse or split it. Live after-tax totals update as you drag. Use ⚡ Optimize for a starting point.
Scenario Allocation
Assign assets to parties. After-tax totals update live.
Fairness Gap
—
<5% equitable · <15% minor · >15% significant
What is this?
Spouse A
Face: $0After-tax: $0
VS
Spouse B
Face: $0After-tax: $0
Asset
Face Value
Assign To
After-Tax (A)
After-Tax (B)
Flags
Settlement Analysis Report
For attorney review only. Not legal advice.
Keyboard Shortcuts
Ctrl+SSave caseEscClose modal?This helpCtrl+EnterSave note in modal
Saved Cases
All cases are encrypted with your passphrase and stored locally.
Export & Import
Export the current case or report.
Reports
Word Document (.docx)
For settlement motions and court exhibits
HTML Report
Standalone file — share with co-counsel
Print / PDF
Use browser print dialog
Data
CSV — Asset & Tax Table
For CPA review in Excel
JSON — Case Data
Plaintext snapshot — can be re-imported
Encrypted Backup (.equibasis)
All cases encrypted — for device transfer
Restore a previously exported case into this vault.
Case JSON
Re-import a .json case file exported from EquiBasis
Encrypted Backup
Restore a .equibasis backup — re-encrypted under your passphrase
CSV Asset List
Import assets from a CSV file. Columns: Name, Type, Value, Basis, Owner, Marital
Note: Word (.docx), HTML, and PDF exports are one-way report formats and cannot be re-imported as case data.
Settings
AI Proxy URL
Your Cloudflare Worker URL (no API key stored here)
Anthropic API Key
Stored encrypted. Used when no proxy configured.
PII Sanitization Level
How aggressively PII is redacted before processing
Appearance
Follow system setting, or override to light/dark
⚗ WASM Tax Engine EXPERIMENTAL
Runs tax math and allocation optimizer inside WASM. Moves sensitive logic out of readable JS into opaque binary. Requires WASM support.
OFF
Lock on Tab Switch
Auto-lock when you switch away from this tab
OFF
Change Passphrase
Re-encrypts all saved cases with new passphrase
Wipe All Local Data
Permanently delete all cases and settings
System Diagnostics
Validate tax engine, PII sanitizer, schema, and browser capabilities
⚠ Wipe All Data?
This permanently deletes all cases, settings, and the encrypted vault. This cannot be undone. If you have no backup, all case data will be lost.
System Diagnostics
Validates core engine functions with known inputs. All tests run locally — no network calls.