Using the Questionnaire

When creating a Matter in FamilyProperty, you can invite your client to complete all or part of the Questionnaire, which will pre-fill information into the Matter for you to review. For example, as part of the Questionnaire - in addition to the Personal Details section - you can ask for details su

Instead of creating a matter and inviting a client via email to complete the questionnaire, you can use your firm/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 create

Upon submission of the questionnaire, you can now ask your client one or all of the following: To turn these on, simply go to 'Account' in the main menu > Settings, scroll down and click on 'Questionnaire'. If you choose to display your terms, the client must agree otherwise they will be unab

We like to give you flexible options on how to engage with your clients and have listened to feedback that, in the first instance, some of our subscribers would like to send the client only a few sections of the questionnaire. Then once they have come on board as your client, you will add more sect

To find out whether your client has started or accessed the questionnaire, you can either: - Open the questionnaire from your matter list and view the information entered so far - Go into the matter set-up by clicking on the 3 dots '...' on the right-hand side of your matter. Scroll all the way do

Yes you can! Simply go into the Matter Set-up by clicking on the '...' icon on the right-hand side of the matter Or if you are viewing their Questionnaire, click on 'Options' then Set-up in the top menu bar. The matter set-up screen will open. If you are a mediator, just ensure you choose the r

If your client hasn't received the email inviting them to sign-up and start completing the questionnaire or maybe they have accidentally deleted it, you can resend it to them. It be worth asking them to check their junk or spam folders as depending on the email provider it may have ended up here.

Easily gather all the information on your client's situation including their assets, liabilities and superannuation. You have the option to launch the questionnaire as the professional and start completing it in conjunction with your client or alternatively, email it to your client and customise th

After your client has submitted the Questionnaire, you can choose to download all the information that has been captured via the Questionnaire Report: a Word document of all the information and responses that has been entered into the Questionnaire. Whether your client has submitted the questionnai

1) From your matter list, simply click on the '...' icon on the right hand side and go into 'Set-up'. Follow screen shots with steps below: You'll receive a confirmation pop-up that the invitation email has been sent to the party. Depending on your work flow processes, you may have created y

You can start completing the questionnaire on the client's behalf, maybe you have the client in your office or in a virtual meeting, and would like to capture some of their general information. To do this, simply: 1. Create the matter in questionnaire mode, but instead of ticking the box to send it