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Matter Lifecycle
Find helpful instructions and videos for all stages of the matter.
Creating a Matter
Create your matter using our questionnaire, directly in the dashboard or even import an existing balance sheet.3Using the Questionnaire
Learn how to use our intake questionnaire and the various options in working with clients12The Client and their Portal
Your client can easily upload their disclosure documents in our secure client portal and are guided by our task list.5Dashboard and Balance Sheet
Find out more about our matter dashboard and the interactive balance sheet.7Dashboard - Parenting
Using the dashboard for your parenting matters, including arrangements, our interactive calendar and reports1Disclosure
Disclosure from your client and with the other side.4Mediation and Collaboration
Instructions for preparing for mediations and using our Neutral Balance Sheet. Also collaborate with other professionals6Reports and Court documents
Easily produce a range of reports and documents. Use our smart forms to generate court documents0
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