Disclosure

Did you know that you can now mark multiple attachments as accessible at the same time? Just follow the screen shots below. Just go to the disclosure menu, select attachments, click on the attachment

Did you know that you can add to the automatic recommendations that FamilyProperty puts on the client portal? Perhaps you know something specific about the matter, a particular point that the parties

Did you know that you can share the client portal with your client any time, even after they have completed their intake questionnaire? Client portal - sharing it with your client (familyproperty.com.