Forum Posts

FamilyProperty Support
Dec 20, 2021
In Smokeball
Populate the balance sheet quickly and easily by importing a balance sheet in the Family Courts format in either Word or Excel. This is a great option if your new to FamilyProperty and have some existing matters that you'd like to populate quickly. The steps below show you how to create your matter and then import a balance sheet. 1. Open the matter in Smokeball and click on the FamilyProperty button. 2. Choose the matter type and select 'Use the dashboard'. 3. This will open the dashboard within FamilyProperty and you will have a blank working balance sheet (shown below). Click on the 'Balance sheets' drop down. 4. Click on the option 'Import a balance sheet' 5. Download our templates if needed to ensure your balance sheet is in the correct format. In point 1, determine which column your client's values are in; Applicant or Respondent. In this example, the client's values are in the Applicant column so this radio button is selected. In point 2, indicate how the ownership is identified in your balance sheet. In this example, the client is a 'W' and the other party is a 'H'. In point 3, attach your file. 6. Your items will now be listed for your to review. Use the 'trash' icon on the right to remove any. All items will be listed with type as 'Other'. Simply change this to the correct type eg. Family home, vehicle, bank account etc. 7. Click Import and your balance sheet will now be populated. To view this in action, click here Now that your balance sheet is populated, you can invite the client to start uploading disclosure documents through their portal. Each item will be listed along with recommended tasks for the client to work through. To do this, click on the 'Disclosure' Tab, then 'Client Portal'. Enter their details and click 'Invite'
Import a balance sheet - Smokeball matters content media
0
0
11
FamilyProperty Support
Dec 20, 2021
In Mediation and Collaboration
Mediators or Lawyers can transfer all or part of the information from a matter to another professional at the click of a button. This feature can be used to provide information for a mediation and/or when an agreement has been reached during a mediation and a party is interested in formalising the agreement into consent orders.
Transfer a matter to a mediator or lawyer content media
0
0
1
FamilyProperty Support
Dec 20, 2021
In Mediation and Collaboration
Learn how to prepare the Neutral balance sheet to start your FDR session with a blank canvas. Set your agenda and either print or save it to view during the mediation.
Preparing for an FDP Session content media
0
0
7
FamilyProperty Support
Dec 20, 2021
In Using the Questionnaire
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 down to 'Access logs' and click on 'show/hide' to view the access logs (shown below): The notification bell in the top right corner of FamilyProperty also displays recent activity. How do I know when my client has the submitted the questionnaire? You will receive an email notification once the client submits the questionnaire and from your matter list, a 'tick' will be shown indicating the questionnaire has been submitted: You can click on the matter name to view the completed questionnaire on your screen. Once open, go to 'Options' in the main menu bar to export the questionnaire report (for printing or to save the document in your desired location). From options, you can also 'Switch to dashboard' to start managing the matter and utilising all features of FamilyProperty.
How do I know if my client has started or submitted the Questionnaire? content media
0
0
10
FamilyProperty Support
Nov 29, 2021
In Creating a Matter
Instead of creating a matter and inviting a client via email to complete the questionnaire, you can use your firm's/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 a login or password. To read more, click here
0
0
3
FamilyProperty Support
Nov 29, 2021
In Using the Questionnaire
To download or print the questionnaire, simply click on the matter in your list to display the questionnaire on your screen. Go to 'Options' in the menu bar and select 'Questionnaire Export' This will download the questionnaire report for you to print, save or download to your practise management system.
Download or print the Questionnaire content media
0
0
12
FamilyProperty Support
Nov 29, 2021
In Using the Questionnaire
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 a login or password. To turn this feature on and customise how it works: Click on 'Account' in the main menu, then 'Settings' and click on the blue heading 'Matters' Scroll down to the option 'Allow matters to be created via a shareable link' and select 'Yes'. This will display your shareable link! 3. Choose whether you want matters created as a Lawyer or Mediator matter 4. Click 'Add' to select who from your practise should be added to these matters. 5. Customise the sections of the questionnaire that you wish to display in your link 6. Scroll down and 'Save'. For convenience, your link will be accessible from your home screen as shown: 7. When a client uses the link, they only need to complete the first section (Personal details) of the questionnaire. As soon as they click 'Save' or 'Next' a matter will appear in the matters list (of the person selected in your settings). These are displayed as being created by the 'Shareable Link' (shown below). 8. If the client progresses through and submits the questionnaire, you will receive an email and a 'tick' will be shown in your matter list. Want to know more?
Using the Questionnaire Link in emails or on your website content media
0
0
14
FamilyProperty Support
Nov 29, 2021
In Setting up your Account
From time to time you may need to change the credit card details we have on file. This can be accessed from the main menu under “Account” and selecting “Settings”. Then, click on the “Subscription & billing…” heading to open those settings: Now click on the “Update details” button under the “credit card” heading: The credit card form will appear. This will enable you to enter a different set of credit card details. Once you have entered them click on the “Update Card Details” button to save.
Updating Your Credit Card Details content media
1
0
15
FamilyProperty Support
Admin
More actions