In FamilyProperty, you can create a matter by inviting your client to complete the questionnaire. Easily select which sections you would like to send to the client. You will receive an email notifying you when the client has submitted the questionnaire. After submitting the questionnaire, the client will be taken to their portal to start uploading documents. The video below demonstrates this process from start to finish. Q. Can I view my client's progress? Yes, you can open the matter in your matters list and view what the client has completed so far. You can also see whether the client has accessed it , by going into the matter 'Set-up' and scrolling down to 'Access Logs'