Unlocking the matter - from questionnaire to the dashboard

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:

1. Click on the matter to open the questionnaire. This is a good time to review the information completed by the client

2. Click on 'Options' in the top menu bar and choose 'Switch to dashboard'.

3. You will be prompted to 'Unlock' the matter and at the same time you can download the questionnaire report. Once you click 'Unlock', the dashboard will open containing all the information from the questionnaire displayed in the relevant tabs. This is the point at which the per matter fee is applied. The questionnaire report is also accessible via the Documents tab in the dashboard. Just click 'show all' and the questionnaire report is the first report displayed.