• Janis Donnelly-Coode

Using the Dashboard

Updated: Jul 22

These are some basic instructions for using the Dashboard (which you might know as the Spreadsheet) in FamilyProperty.

Just go into FamilyProperty and open your client's matter.

If you want the client to complete all of the information, including uploading all of the attachments from the start you can do that too. Have a look at the instructions for choosing which sections to send to your client here.

If you need to send your client some instructions to tell them how to get started using the client intake questionnaire, we have provided those here.

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We have a free Facebook Group for all professionals who work in the Family Law ecosystem, not just lawyers. if you would like to join then click here.


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