Disclosure

FamilyProperty makes is super simple to share and receive files with the other side. Watch the video below to learn how.

Once the matter has been moved into the dashboard, you will have access to any documents that the client has uploaded in their portal. You can check notifications via the bell icon on the top right of your screen to see any activity on your matters, including whether documents have been uploaded.

Download an index of all the attachments for your matter at the click of a button. Click on the 'Documents' Tab, then click on the Attachments Excel report to download it. 2. The report conveniently lists all attachments by item using the short summary name as the title so you can name attachment

A question we've been asked a few times is "Can I add our logo or letterhead to the disclosure letter so I don't need to add this every time?". The answer is yes! The administrator for the account can do this by clicking on Account in the main menu > Settings > Templates Scroll down towards the bot