Dec 1, 20201 minBecoming a member so you can access the help forumHow to become a member and access our Help Forum.
Nov 3, 20201 minDashboard - first visitSo you have upgraded from the questionnaire to the dashboard or spreadsheet, now what do you do? This post is a summary of some of the...
Nov 3, 20201 minPre-FDR Property Session - Confirm or update personal detailsThe first step for your Pre-FDR Property Session is to confirm or update the personal details. Once the party has completed the...
Nov 3, 20201 minUpgrade to dashboardOnce your client has completed their questionnaire you can still get more information from them, either by having a web conference with...
Oct 22, 20201 minNew feature - net proceeds view We have a new feature where you can group connected items on the dashboard and just see the net proceeds view. Here is a video with a...
Oct 21, 20202 minCase outline for mediatorsHave you seen our new product feature, the case outline for mediators? The mediator can send a shareable link to each party, or each...