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