Pipeline · Stage 1 of 7 · Plan

Lead for this step: Orchestrated by the JusticeX assistant · change any time, everyone is notified.

Plan Stage 1 · Basic information

Set up the matter once. The two parties — or a mediator on their behalf — enter the core information that every later stage and every report uses, starting with the parties themselves. Everything here can be added to or changed later.

Legal precedent (optional): choose whether this matter may show cited public statutes & case law as an objective reference. Off by default; either party can turn it on. Reference only — never interpreted.

How personal information is handled. Social Security numbers and full addresses are encrypted and used only for identity and required court fields. They are removed (redacted) from every comparison and report — those show neutral labels (Party A / Party B) and county only.

1 The parties

Party A

Full legal name *

Former / maiden name(s) (optional)

Date of birth *

Social Security number 🔒 secured

Phone

Current address 🔒 secured

Mailing address (if different)

New York resident since *

Party B

Full legal name *

Former / maiden name(s) (optional)

Date of birth *

Social Security number 🔒 secured

Phone

Current address 🔒 secured

Mailing address (if different)

New York resident since *

New York generally requires that a spouse has lived in the state for two continuous years (or one year with a New York connection). These dates record that basis.

2 Who is involved?

Is a mediator involved?

Will each party have a review attorney?

ParticipantRoleAccess

Add a participant

3 The matter

Matter name *

State *

County *

Matter type *

Grounds *

Valuation date (for finances)

Jurisdiction is recorded as state + county (no court or venue — matters here are pre-filing). These fields populate the common header on every report.

4 Marriage & separation

Date of marriage *

Place of marriage

Date of separation

Marriage certificate — stored securely, redacted downstream

Date of separation can matter for how assets are divided; it's recorded here and used on the Finances tab.

5 Children ages are used downstream; identity details are secured & redacted

Full legal name *

Date of birth *

Social Security number 🔒 secured

Primarily lives with

Current address

Address history (last 5 years) — for the home-state (jurisdiction) record

Full legal name *

Date of birth *

Social Security number 🔒 secured

Primarily lives with

Current address

Address history (last 5 years) — for the home-state (jurisdiction) record

Add a child

Any existing orders (custody, parenting time, or support)?

6 Topics in scope

Add a topic

Topics defined here drive the whole pipeline. Each one becomes a category on Summarize, a working sub-tab on Resolution, and a section in the Memorandum of Understanding — so adding a topic flows through every later stage and nothing is missed.

Reports available

Summary Report

A one-glance dashboard of the set-up

Detailed Report

Full plan: parties, roles, marriage, children, scope

Planning only — no comparison or advice happens here. JusticeX records the information you enter; you and your counsel decide what is in scope and how it's used.

JusticeX is a software platform — not a law firm or mediator. It provides objective, mathematical comparison (and optional public legal precedent) for reference only — no legal advice, interpretation, or argument guidance; the two parties reach their own agreed view. Full legal & UPL disclaimer. Synthetic demo — no real person, figure, or document.

Truth · Fairness · Efficiency