Forum Posts

Samantha Eades
May 23, 2022
In Dashboard and Balance Sheet
This video provides an overview of the calculations feature focusing on some recent enhancements that were shown in the Techy Tuesday Webinar on 29 March 2022. Tim demonstrates a couple of different scenarios as requested by subscribers.
Using Calculations  content media
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Samantha Eades
May 23, 2022
In Reports and Court documents
This video takes you through our updated Initiating Application and Response form and shows you how FamilyProperty can automate the population of these forms using the information in your matter dashboard.
Initiating Application & Response - Using this Smart Form content media
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Samantha Eades
May 23, 2022
In Disclosure
FamilyProperty makes is super simple to share and receive files with the other side. Watch the video below to learn how.
Two-Way Disclosure content media
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Samantha Eades
May 18, 2022
In Disclosure
Download an index of all the attachments for your matter at the click of a button. Click on the 'Documents' Tab, then click on the Attachments Excel report to download it. 2. The report conveniently lists all attachments by item using the short summary name as the title so you can name attachments according to your requirements so they are meaningful and organised (rather than the filename as uploaded by the client). The Index provides hyperlinks back into FamilyProperty for quick reference.
Attachment Index content media
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Samantha Eades
May 17, 2022
In Disclosure
Use the Attachment browser to keep all attachments organised and then easily generate an index for yourself, client or other professionals. See below for tips on how to do this. Go to the Disclosure Tab and click on Attachments to open the browser. Use the left hand mention to browse attachments for each item. Use the drop-down arrow to order or filter your attachments. There is also a handy search function to find documents using key words. To rename documents to make them more meaningful, click on the 3 dots '...' icon to the right of the document and select 'Edit'. Then use the short summary name field to provide a more specific title for indexing purposes. Whilst in the edit window, you can re-organise the attachment and attach it to the correct item if the client uploaded uncategorised or against the wrong item. Simply click on the 'Attach to' drop down and select the correct item: At any time, generate an Attachment index by clicking on the 'Documents' tab and selecting the 'Attachments' report shown: The index in Excel provides hyperlinks to the document in FamilyProperty so you can quickly review an attachment if required.
Manage Attachments for your Matter content media
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Samantha Eades
May 17, 2022
In Disclosure
Once the matter has been moved into the dashboard, you will have access to any documents that the client has uploaded in their portal. You can check notifications via the bell icon on the top right of your screen to see any activity on your matters, including whether documents have been uploaded. You will also start to see paperclip icons throughout the dashboard to the right of the item they relate to. To access these documents, you can simply click on the paperclip to open the form for the item, then click on the 'Attachments' tab: To browse all attachments in one central location, go to the 'Disclosure' tab > Attachments. From here you can browse, search and manage all attachments including making selected documents accessible to the other side (via our disclosure portal for our lawyer subscribers - Learn more).
Finding documents that the client has uploaded content media
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Samantha Eades
May 16, 2022
In Dashboard and Balance Sheet
Easily download a balance sheet or proposal report to provide to your client at any time. Click on the 'Documents' tab > Balance Sheet or Proposal: 1. Balance Sheet 2. Proposal - Sets out the party's proposal as well as a written summary, including days to action on page 2.
Balance Sheet and Proposal Reports content media
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Samantha Eades
May 16, 2022
In Dashboard and Balance Sheet
1. Click on 'Propose something?' for an item 2. A box will appear showing a 50:50 split. Click and hold your curser on the box to slide it to the left for your client or to the right (Note: the names of the parties at the top): 3. As proposals are added to the balance, FamilyProperty auto-calculates the sums and splits. The outcome box at the bottom of the balance sheet auto-calculates the splits in percentage and monetary terms: This is always visual in your screen footer for convenience:
Add Proposals and use the sliders for modelling content media
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Samantha Eades
May 16, 2022
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Samantha Eades
May 16, 2022
In The Client and their Portal
1. When you invite the client to use the questionnaire, they will receive an invitation email 2. The client clicks 'Get started' and will be prompted to complete the form below with their email address and name pre-populated. The client needs to create a password, select their state, review the T & Cs and then 'Sign up'. 3. This will open the questionnaire. Note: If you have chosen to display the preaction procedure requirements in your account settings, a pop-up will open for the client to take a look at. They click 'Reviewed - Let's start!' to proceed with the questionnaire. 4. The client starts entering the information, clicking 'next' at the bottom of each page or they can navigate using the left-hand menu and they will only see the items that were selected by you. When completing their information, only email address and the other party's name is mandatory so they are free to complete as little or as much as they can. 5. The questionnaire auto-saves to ensure no data is lost. The client can complete the questionnaire over multiple sessions. To log back into FamilyProperty, they go to app.familyproperty.com.au and click 'Login' 6. The client enters their email address and the password that they set-up. If they have forgotten their password, they can click 'Reset password?' and follow the prompts. 7. Once the client has completed as much of the questionnaire as possible, they click 'Submit' on the bottom of last page. This will submit the questionnaire and then move the client into their portal, provided you chose to leave this item ticked when sending the questionnaire. See 'Client Portal' for more information on this process.
The Client's Journey content media
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Samantha Eades
Jan 18, 2022
In Dashboard and Balance Sheet
Create your matter and populate the balance sheet quickly and easily by importing a Family Court balance sheet document in either Word or Excel. This is a great option if your new to FamilyProperty and you have some existing matters that you'd like to populate quickly. For step by step instructions, click here. Watch this video to see this feature in action:
Importing a balance sheet content media
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Samantha Eades
Nov 15, 2021
In Smokeball
One of the benefits of FamilyProperty's integration with Smokeball is that you don't need to set up a separate FamilyProperty login for all your users. All your Smokeball users can access any matter in FamilyProperty directly through smokeball. The person that subscribed to FamilyProperty originally will be set up as the Account Owner and will have Admin access. If you wish to add more Admins to manage your FamilyProperty settings, you can do this by: Opening FamilyProperty via a matter in Smokeball, then click on the cog icon > Users Log into FamilyProperty separately, go to 'Account' in the main menu, then 'Users' Save your changes.
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Samantha Eades
Nov 14, 2021
In Smokeball
As a Smokeball subscriber, you can review and customise your FamilyProperty settings by opening the FamilyProperty settings one of two ways: The first way is for the account owner or an admin to log into FamilyProperty via a web browser window - https://app.familyproperty.com.au/login.html Then go to 'Account' in the main menu and click on 'Settings'. OR open FamilyProperty via your Smokeball matter. Once in FamilyProperty, click on the cog icon in the top right of your screen and then click on 'Settings'. Once the Settings are open you can: Add your logo Edit the client invitation email Watch our Getting started video for more tips
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Samantha Eades
Nov 14, 2021
In Smokeball
If you have a matter that exists in FamilyProperty, you can connect it to a corresponding matter in Smokeball allowing you to work on the matter in Smokeball and then click through to the correct matter in FamilyProperty. To connect the matters, you simply need to paste the Smokeball matter ID into the FamilyProperty matter by following the steps below : Log into FamilyProperty via your web browser - https://app.familyproperty.com.au/login.html Locate the matter in your list and click on 3 dots menu to the right of the matter and select 'Set-up'. This will launch the matter set-up window, please leave this open. 3. Find your Smokeball matter ID. To do this, open the matter in Smokeball and click on the cog icon to open the matter settings where you will find the ID under the section 'About' as shown below: 4. Clicking on this matter ID should add it to your clipboard. Now you're ready to paste this ID into FamilyProperty. 5. Go back to your web browser where FamilyProperty is open, and then paste in the Smokeball Matter ID into the “file number” field, shown below. (Note: If you don't have a 'File number' field, you will need to turn this on in your account settings) 6. Scroll down and click 'Save'. To check the matters are connected, re-open the matter in Smokeball and click on FamilyProperty and ensure all the details are displayed.
Connect your existing FamilyProperty matter to a Smokeball matter content media
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Samantha Eades
Nov 09, 2021
In Smokeball
Once you have created your matter in Smokeball using the matter type of Property or Property and Children, you will see a FamilyProperty button in the menu bar. Choose your FamilyProperty matter type: Choose how you wish to start from the following options: Use the dashboard - Access all features of FamilyProperty and start populating the balance sheet Complete the questionnaire - Use this option to start populating the questionnaire on your client's behalf OR if you would like to customise the sections to send to your client. See further details below Invite my client to complete the questionnaire - select this option to send directly to the client. The sections included will be as per the matter type selected and you will be given the option to include the 'Current Situation' sections. The client will now be sent an email invitation. Customising the sections in the questionnaire As mentioned above, choose the option 'Complete the questionnaire' if you wish to customise the sections included for the client. Choosing this option launches the questionnaire for you as the professional and enables you to go into further 'Options'. Click on 'Options' > Set Up From here, tick the box to 'invite my client to access the intake questionnaire', enter their email and review the sections included in the questionnaire by unticking sections you wish to exclude. Scroll down and click 'Save'. An invitation email will be sent to your client and only those sections you had selected will be included in the questionnaire.
Invite your client to complete the questionnaire content media
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Samantha Eades
Oct 26, 2021
In Creating a Matter
To start creating a matter click on the big 'Create a matter +' button and follow these simple steps: Select Lawyer or Mediator for both parties 1. Complete file number if shown. This is useful to match to the record to your practise management system (It can be turned on in your Account Settings - under 'Matters) 2. Lawyer - Enter your client's full name and other party's full name 3. Mediator - You will need to complete Party A's full name first and then Party B's further down 4. Select whether you would like to start using the Questionnaire or Dashboard 5. If you're using the Questionnaire, you will need to select the matter type, whether you wish to include the current situation sections and if you would like to invite the client via email to complete it. See further instructions under 'Using the questionnaire' 6. If you choose Dashboard, no further options are shown as you will have access to everything. You can enter information directly into the tabs within your dashboard and can start building up a balance sheet straight away. 7. Save. 8. The matter will now be shown in your matter list. Simply click on it to open it up. The 3 dots '...' icon to the right of the matter gives you a menu and allows you to go back into the matter set-up, rename it or archive the matter. To send the questionnaire to your client at any time, select the 'Set-up' option and complete the client section including selecting the sections you wish to send to the client. See further instructions under 'Using the questionnaire'.
Creating a matter content media
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Samantha Eades
Oct 26, 2021
In Setting up your Account
To review the email inviting the client to complete the questionnaire, go to Account > Settings in the main menu bar. Click on 'Email Settings' and review the reply to email address, the from name and add your desired footer text. Click on 'Email - Invite to Questionnaire' to edit the body of the email as well as the subject line as shown below: The actionable (and therefore important) part of the email, is the last line and button, so don't change this part. Use the formatting bar to edit and make changes as you would in a normal document. To add an image or a link, simply click on the buttons shown below: When you're finished, don't forget to scroll down to 'Save' your changes.
Editing the client invitation email content media
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Samantha Eades
Oct 26, 2021
In Setting up your Account
Once you have added your staff or team as Admins, Users or Viewers to your account, the next step to consider who should have access to matters that individuals create. Anyone that creates a matter is the owner or admin for the matter, however access for other staff members can be given manually or automatically through the account settings. I've outlined the instructions for both options below: A. Manually adding a User to your matter From your matter listing, click on the '...' icon to the right of the required matter and select 'Set-up' Scroll down to User Access and click on 'Add' under the heading 'Account Users' Select the person from your firm/practise that you wish to provide access and select the access level. Note: A description for each access level is provided B. Automatic access to matters - only account administrators can do this step If your firm or practise has a policy that all staff have access to everyone's matters, or if you would like selected staff to be given access to everyone's matter, this can be achieved through the Account Settings. It's important to note that whilst Admins for your account have access to the settings and can add or remove users, they don't get automatic access to all matters so you need to follow these steps: From the main menu, click on Account > Settings Scroll down to the blue heading 'Matters' and click to view the settings. Review the options shown under 'Access to new matters' and select the one that suits your firm/practise: Selected staff have access to all new matters - choose the option 'Add the following people to new matters (as users) ...', and click the 'Add' button to select the people from your existing account user listing. All staff have access to each other's matters - Choose the option 'Add all people within this firm to new matters (as users)...'. There is one final option that you can consider, which is allowing all people that you have added to your account as either 'Users' or 'Admin' to be given full access to all matters, which means they have admin access to all matters. This matter admin access is not to be confused with Account 'Admins' whereby the latter can make changes to Account Settings as well as adding or removing staff from your account. Q. What is the difference between matter admin access and user access? There is only a minor difference between these matter access levels and that Admins can invite other users (eg. external users) to access the matter.
Access to matters content media
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Samantha Eades
Oct 18, 2021
In Setting up your Account
Account Administrators can add unlimited users to the account at no extra cost, enabling each user to log into FamilyProperty using their own email address and password. To add your team , follow these steps: Click on 'Account' in the main menu, then 'Users' Click on 'Add' and fill in the fields, entering their full name, email address and select the relevant access level (Shown below). A description of each level is provided to assist you. Note: you can have more than one person as 'Admin'. Do step 2, for each person you wish to add. Then click 'Save' At any time, administrators can change the access level or remove access if someone leaves your firm/practice by clicking on 'remove'. Don't forget to save your changes. 4. New Users will receive an email almost immediately and they need to click on the button in the email, then click on 'Sign up' on the FamilyProperty page and complete the form by entering a password, selecting a state and agreeing to the terms and conditions of use. 5. New Admins for the account, can go straight to our FamilyProperty login page , click on 'Sign Up' and complete the same form as mentioned above. This process should take no more than a couple of minutes. If you have any technical issues, please email support@familyproperty.com.au The next step to consider is managing access to matters, see our related post to know how. Or watch this short video that takes you through adding users as well as controlling access to matters.
Adding Users content media
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Samantha Eades
Oct 12, 2021
In Setting up your Account
Follow these simple steps to upload your logo and have it displayed on the FamilyProperty homepage and in invitation emails. Anyone with 'Admin' access can do this: 1. Click on 'Account' in the main menu, then 'Settings' 2. Click anywhere in the 'Firm Logo' field to then browse to upload your file 3. Once your file is selected, scroll down and click 'Save'. Your logo will now appear in top left hand corner instead of the FamilyProperty logo.
Adding your logo content media
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Samantha Eades

Admin
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