News and collaboration

Episode 4 - 15/12/20 - Property Orders This feature has been one Tim and the team have been working on all year! A very exciting release for our team and our subscribers.

Our new feature allows you to convert your information on your balance sheet into Legal Orders. Here is a video showing you how to do that.

You can now customise the default emails that go to your cleints, choose who is cc'd into your default emails, and choose whether to email the online intake form to your clients (or perhaps to another

This week I am thinking about goals for 2021, and one of my goals is to do a better job of the Important but Not Urgent tasks in the Eisenhower decision making matrix. If you don't know what that is

You can now use a link to start our online client intake questionnaire, this is not automatic so if you still want to run a conflict check and open a file before sending the client the link you can do

Here are some slides or screenshots to step you through the process of creating Consent Orders using the content in your balance sheet or spreadsheet. If you haven't got all of the information that

You can now send the automated firm emails to multiple people, just use a comma. Email updates - send to multiple people (familyproperty.com.au)