Flexible intake questionnaires.
Family law financial matters are complex. Understanding and capturing important information from your clients can be difficult. The FamilyProperty intake questionnaire has been crafted on the Financial Statement using everyday language, and covers all aspects of a Family law financial matter. You can define which aspects you would like your clients to complete, tailoring the experience for each of their unique financial situations.
Now you have the information, and your balance sheet is already populated!
Work with the most powerful Balance Sheet in the industry.
Easy to learn, powerful enough for any asset pool. The FamilyProperty balance sheet supports target percentage outcomes, sub-balance sheets, two-pool calculations, cash adjustments, versioning. Compare proposals, and visually see the points in dispute. The best parts? Store all relevant documents provided by your client and the other party right in your balance sheet, and convert your on-screen balance sheet into legal documents with a click of a button.
Balance sheet ready! Now let's start on disclosure, with your client and the other party.
Two-way disclosure that's as simple as sharing a link.
Empower your client to upload files to you through a client portal that recommends to them what to upload. Provide access to your disclosed files with the other party simply by sharing a link to your disclosure portal. The disclosure portal is like a "Dropbox" experience, only built for family law disclosure as the other party can upload disclosed files right back to you, with everything automatically categorised against the right item in your balance sheet.
Generate the document you need at a click of a button.
From Balance Sheets to Heads of Agreements, Chronologies to Financial Statements and document indexes, FamilyProperty can generate a huge range of documents in Word and Excel formats anytime you need them. You can download our templates and customise them to reflect your organisation's brand and identity. Everything you see on the screen can be converted into a professional document or Court form at a click of a button.