Importing a balance sheet

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 steps below or watch the video at the end of this post.

Click Import

Now that your balance sheet is populated, you can invite the client to start uploading disclosure documents through their portal. Each item will be listed along with recommended tasks for the client to work through. To do this, click on the 'Disclosure' Tab, then 'Client Portal'. Enter their details and click 'Invite'

To see this feature in action, please watch the following short video.