Dec 1, 20201 minBecoming a member so you can access the help forumHow to become a member and access our Help Forum.
Nov 30, 20202 minAutomate your client intakeLet people start giving you their information before you have opened a file.
Nov 29, 20201 minA brief tour around Dashboard (the spreadsheet)A quick tour around our matter dashboard.
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...
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...