How to create a matter - for mediators
Here are some step by step instructions if you are opening a new matter as a mediator.
Who is completing the information?
Now you have the choice of whether to use the questionnaire, that is sending the online client intake questionnaire to the party to the mediation or their lawyer for them to complete their information. The alternative is to go straight to dashboard, which would mean that you are intending to put the information in yourself.
Below are the instructions if you want to choose to send questionnaire to the party directly (so not to their lawyer, just to the party).
If you are sending the online questionnaire to the party to complete then click questionnaire and Yes, invite them to access the questionnaire.
You may not want all of this information for the initial intake, and you can come back and get more information from the parties later. You can quite easily get the information from them later, for instance you can send the client portal (where you collect their financial disclosure documents) later like this.
That's all it takes. If you are an existing client (of FamilyProperty) then all of this is part of the annual fee, that is before the per matter upgrade. You can use this questionnaire for all new enquiries if you like. You can also download a word document once they have completed the questionnaire with all of their answers.
If you wanted to send the information to the lawyers, then one thing you could do is insert the party's name but put the lawyer's email address in.
You can read this blog about how the party fills it in from their side (or send it to the party if they are struggling), or send it to your less tech savvy clients if you think that will help them.
If you want to customise the email that goes to the parties when they receive the link for the questionnaire then you can read more about that here.
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