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Dec 1, 2020
1 min read
Becoming a member so you can access the help forum
Nov 30, 2020
2 min read
Automate your client intake
Nov 29, 2020
1 min read
A brief tour around Dashboard (the spreadsheet)
Nov 3, 2020
1 min read
Dashboard - first visit
Nov 3, 2020
1 min read
Pre-FDR Property Session - Confirm or update personal details
Oct 22, 2020
1 min read
New feature - net proceeds view
Sep 30, 2020
1 min read
How to log in and view the dashboard - for the client
Sep 30, 2020
1 min read
Giving a party viewer access - for mediators
Sep 30, 2020
1 min read
How to sign up - for the client
Sep 29, 2020
2 min read
Giving your client viewer access
Sep 29, 2020
2 min read
Working with versions of the balance sheet
Sep 23, 2020
2 min read
Neutral balance sheet - three views
Sep 22, 2020
2 min read
Neutral balance sheet - a quick look
Aug 28, 2020
1 min read
Balance Sheet Masterclass for Mediators
Aug 12, 2020
1 min read
Setting up your emails for your Legal Bot
Aug 11, 2020
3 min read
Superannuation and financial disclosure
Aug 10, 2020
1 min read
Attaching a debt to an asset
Aug 2, 2020
2 min read
Two Pool Calculations
Jul 31, 2020
1 min read
Adding a user
Jul 3, 2020
1 min read
New email settings - what has changed?
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