Once you have created your matter in Smokeball using the matter type of Property or Property and Children, you will see a FamilyProperty button in the menu bar.
Choose your FamilyProperty matter type:
Choose how you wish to start from the following options:
Use the dashboard - Access all features of FamilyProperty and start populating the balance sheet
Complete the questionnaire - Use this option to start populating the questionnaire on your client's behalf OR if you would like to customise the sections to send to your client. See further details below
Invite my client to complete the questionnaire - select this option to send directly to the client. The sections included will be as per the matter type selected and you will be given the option to include the 'Current Situation' sections. The client will now be sent an email invitation.
Customising the sections in the questionnaire
As mentioned above, choose the option 'Complete the questionnaire' if you wish to customise the sections included for the client. Choosing this option launches the questionnaire for you as the professional and enables you to go into further 'Options'. Click on 'Options' > Set Up
From here, tick the box to 'invite my client to access the intake questionnaire', enter their email and review the sections included in the questionnaire by unticking sections you wish to exclude.
Scroll down and click 'Save'. An invitation email will be sent to your client and only those sections you had selected will be included in the questionnaire.