Where do I access the FamilyProperty features (Balance Sheet, Parenting Arrangements/Calendar)?

Your matter will have a property and/or parenting tab to access the relevant FP features, depending on your matter type.

Instructions

1. Go to Smokeball

2. Open a lead or matter

3. Go to the Parenting or Property tab and click on it.

Please note: You will not be able to see the Documents menu item in the FamilyProperty left hand menu as there is now a ‘Samrt Forms’ button in Smokeball that you click on to generate a FamilyProperty button.