In FamilyProperty, you can create a matter by inviting your client to complete the questionnaire as well as easily select which sections you would like to send to the client. See the simple steps below:
The client clicks on the 'Get started' button shown above and will then be prompted to sign up and all they need to do is create a password and agree to the terms and conditions. This means they can log in securely and complete their questionnaire over multiple sessions.
If you wish to edit the wording in the invitation email above, simply go into your Account > Settings. Click on Email Settings.
You will receive an email notification once the client has submitted the questionnaire.
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'