Dashboard and Balance Sheet

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

https://youtu.be/0mJohp9pKDI This video showcases the features of the Neutral Balance Sheet - Table View. This feature can be used by lawyers to compare your client's values and proposals with the oth

You can use the sliders or auto calculation to model proposals when you are trying to reality test offers with your client. Dashboard - using sliders and auto calculation to model proposals (familypro

This is how you resend the initial online client intake questionnaire from the dashboard. Resend the questionnaire from dashboard (familyproperty.com.au)

Let FamilyProperty's automation and your client complete the Financial Statement for you. Because the Financial Statement has some information that you don't necessarily need for a settlement we have

Populate your FamilyProperty balance sheet quickly and easily by importing a Family Court balance sheet document in either Word or Excel.

Have you noticed the new little calculator on your dashboard? Have you used it yet? Dashboard - using auto calculate (familyproperty.com.au)

Did you know that you can give your client viewer access? Giving your client viewer access (familyproperty.com.au) We have also prepared a blog post that you can send to your client telling them how t

This is how you add an asset (or liability or superannuation) to the dashboard. Automate your client onboarding (familyproperty.com.au) Search terms - add a debt - add information to dashboard - add

Balance sheet or dashboard video.

You can create a balance sheet for the other party quickly and easily. Populating this balance sheet enables you to reflect the other side's values and proposals for each item. Then compare the balanc

How to quickly fix the value or identity of an asset. Dashboard - quickly fix the value or identity of an asset (familyproperty.com.au)

Here are three posts about the neutral balance sheet. Neutral balance sheet - a quick look (familyproperty.com.au) Neutral balance sheet - three views (familyproperty.com.au) Neutral balance sheet - c

This is how you attach a debt to an asset, or we also call this connecting a liability to an asset. Attaching a debt to an asset (familyproperty.com.au) Search terms - connect liability - connected

This blog is a quick highlight of the most often used features of our dashboard or spreadsheet, and it should also be enough to get you through taking the rest of the information from your client in y