Dashboard and Balance Sheet

Once the client has submitted the questionnaire, you will receive an email notification and it will be displayed in your matter list with a tick (shown below) To move to the dashboard and continuing managing the matter: 1. Click on the matter to open the questionnaire. This is a good time to rev

This video provides an overview of the calculations feature focusing on some recent enhancements that were shown in the Techy Tuesday Webinar on 29 March 2022. Tim demonstrates a couple of different scenarios as requested by subscribers.

1. Add an item to the balance sheet: - Click the 'Add' button and select the type of item you wish to add. - Complete the form. Minimum information to enter includes ownership, type of Asset / Liability / Super, short description and a proposed value ($0 can be entered if unknown). - Click Save

You can create a balance sheet for the other party quickly and easily. Populating this balance sheet enables you to reflect the other side's values and proposals for each item. Then compare the balance sheets or generate joint documents containing both party's values and proposals side by side.

The Balance Sheet can been populated with the Assets, Liabilities and other items relevant to the Matter, directly from the questionnaire or start with a blank balance sheet and add the items. Once populated, you can begin modelling out your client's scenarios, offers, and generating documents at th

Easily download a balance sheet or proposal report to provide to your client at any time. Click on the 'Documents' tab > Balance Sheet or Proposal: 1. Balance Sheet 2. Proposal - Sets out the party's proposal as well as a written summary, including days to action on page 2.

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. For step by step instructions

We have improved the way that Versions works. Namely, When you save a version of the balance sheet, you will now remain in that version until you save a new version. Changes/Enhancements 1. When you save a version of the balance sheet, you will now remain in that version until you save a new v

1. Click on 'Propose something?' for an item 2. A box will appear showing a 50:50 split. Click and hold your curser on the box to slide it to the left for your client or to the right (Note: the names of the parties at the top): 3. As proposals are added to the balance, FamilyProperty auto-cal

Did you know you can save different versions of your balance sheet? This enables you to model different scenarios and manage offers. You can generate documents for each version and send them to your client to review options. This short video shows you how. Saving versions of your balance sheet