FamilyProperty is a platform designed and built by experts in Family Law, to simplify the manual, time consuming and repetitive aspects of family property matters. From automating intakes, auto-calculating balance sheets, through to generating court forms, FamilyProperty is built to give your firm its' competitive advantage.   Interested in setting up FamilyProperty? If your firm is looking to create a FamilyProperty account, please book in an obligation-free demo (https://calendly.com/family-property/demo)- we'd love to hear from you! Alternatively, feel free to reach out to our friendly support team at support@familyproperty.com.au.(mailto:support@familyproperty.com.au)

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.

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.

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.

After your client has submitted the Questionnaire, you can choose to download all the information that has been captured via the Questionnaire Report: a Word document of all the information and responses that has been entered into the Questionnaire. Whether your client has submitted the questionnaire or its only be partially completed, you can open the matter and view the questionnaire on your screen. To download the Questionnaire Report at anytime, expand the left-hand menu and under 'Documents', click on Questionnaire report to download it to a Word document, where you can print or save it as required. If your client has submitted the Questionnaire, and you are working from the Dashboard, you can download this report at anytime by clicking on Documents & Forms on the left hand menu > Show All Documents > and click on Questionnaire Report to download the Word document.

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. Account Admins can turn this feature on and customise how it works as follows: 1. Click on 'Account' in the main menu, then 'Settings' and click on the blue heading 'Matters' 2. Scroll down to the option 'Allow matters to be created via a shareable link' and select 'Yes'. This will display your shareable link and enable you to customise it's set-up. Copy this link when you're ready to use it on your website or in emails (see our helpful embedding instructions available through the blue text in the image below) 3. Choose whether you want matters created as a Lawyer or Mediator matter 4. We recommend turning on the 'Conflict Checker' option 5. Next click 'Add' to nominate who from your firm/practise should be assigned as admins to these matters. 6. Lastly, customise the sections of the questionnaire that you wish to display in your link. Scroll down to 'Save'. How will you know if the shareable link has been used? 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). 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?

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”. 1. Click on “Subscription & billing…” to open the settings: 2. Click on the “Update details” button to update the credit card form. Save your changes.