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 your matter and prefer to send the questionnaire after a pre-mediation session. If this is the case, during the pre-mediation session, you can start completing some of the information in the questionnaire and then send the remaining sections to the party to finish at home. For more information on how to do this, click here
Have additional questions?
Contact our friendly Client Support team to help resolve your enquiry.