For your intake you will -
Create a matter - more info
Send the questionnaire to the party - more info
Send the party instructions regarding how to complete the questionnaire (if you think they need help) - more info
Once the party has completed the questionnaire, upgrade to the dashboard to review the information and prepare for the Pre-FDR Property Session - more info
Here are some instructions to help you with each of those steps.
Join our Facebook Group
Join our Flexible Family Law Facebook group, it is for all professionals in the Family Law ecosystem, not just lawyers. We don't just discuss family law, we also discuss business skills and flexible working tips. You can join for free, click on the link below.