Dashboard and Balance Sheet

Once the client has submitted the questionnaire, you will receive an email notification and it will be displayed in your matter list with a tick (shown below) To move the matter to the dashboard and unlock all the great features of FamilyProperty: Click on the matter to open the questionnaire. This

Easily download a balance sheet or proposal report to provide to your client at any time. Click on the 'Documents' tab > Balance Sheet or Proposal: 1. Balance Sheet 2. Proposal - Sets out the party's proposal as well as a written summary, including days to action on page 2.

Create your matter and populate the balance sheet quickly and easily by importing a Family Court balance sheet document in either Word or Excel. This is a great option if your new to FamilyProperty and you have some existing matters that you'd like to populate quickly. For step by step instructions

Did you know you can save different versions of your balance sheet? This enables you to model different scenarios and manage offers. You can generate documents for each version and send them to your client to review options. This short video shows you how. Tip: To generate reports such as the Prop