Becoming a member so you can access the help forum

Automate your client intake

A brief tour around Dashboard (the spreadsheet)

Dashboard - first visit

Pre-FDR Property Session - Confirm or update personal details

New feature - net proceeds view

How to log in and view the dashboard - for the client

Giving a party viewer access - for mediators

How to sign up - for the client

Giving your client viewer access

Working with versions of the balance sheet

Neutral balance sheet - three views

Neutral balance sheet - a quick look

Balance Sheet Masterclass for Mediators

Setting up your emails for your Legal Bot

Superannuation and financial disclosure

Attaching a debt to an asset

Two Pool Calculations

Adding a user

Adding a user to an individual matter