Creating a Matter

To start creating a matter click on the big 'Create a matter +' button and follow these simple steps: Select Lawyer or Mediator for both parties 1. Complete file number if shown. This is useful to match to the record to your practise management system (It can be turned on in your Account Settings

Instead of creating a matter and inviting a client via email to complete the questionnaire, you can use your firm's/practise's questionnaire link to provide one-click access for new clients. It can be connected to a button on your website or included in emails and doesn't require the client to creat

Create your matter and populate the balance sheet quickly and easily by importing a Family Court balance sheet document in either Word or Excel. This is a great option if your new to FamilyProperty and you have some existing matters that you'd like to populate quickly. To learn how, follow the step