We have improved the way that Versions works. Namely, When you save a version of the balance sheet, you will now remain in that version until you save a new version. Changes/Enhancements 1. When you save a version of the balance sheet, you will now remain in that version until you save a new version. 2. The versions will continue to have a shareable link icon next to the heading that you can use to quickly share that version with your client. 3. If you share the version with your client, they will now see the version name as the title of the balance sheet. 4. If any changes have been made to a version, the system will indicate the date and time it was last updated. 5. You have the following options in your new ‘Versions’ tab: - Save: the system is auto saving your version, however, you also now have the option of clicking ‘Save’. - Save new version (saves a new version of the balance sheet) - Save blank version (this will save a blank version of the balance sheet). - Manage Version (use this option to rename, get a shareable link, or delete the version). Versions will continue to have the option of opening in a new tab. How is this different to the old Version feature? When you used to save a version, this saved at that point in time. If any further changes were made, the system reverted you back to the working balance sheet. You will now remain in your saved version until you choose to save a new version of the balance sheet. A red star used to appear next to any version that had been updated by the client. This has been replaced by a date and time the version was last updated.

We have enhanced existing features, introduced new features and fixed some bugs as follows. There is further information on each feature and instructions in the attached PDF. FCFCOA Balance Sheet Form - We have added an updated version of the FCFCOA Balance Sheet. Disclosure: inviting your client - We have made changes to the left hand menu to provide more clarity on how to invite your client to the Client Portal and review the Client Portal. Disclosure : inviting the other party - We have made changes to the left hand menu to provide more clarity on how to invite the other side to the Disclosure Portal. Balance Sheet tabs: Party & Neutral Balance Sheet - We have added three new tabs to the balance sheet to help you access your balance sheet functions quickly and more easily (Versions, Calculations, and Actions). Balance Sheet: new pencil icon (edit title and notes) - When you save a new version, a pencil (edit) icon will appear next to the name so that you can easily rename or edit the notes about this particular version. Versions: Party Balance Sheet - We have improved the way that Versions works, namely, that when you save a version of the balance sheet, you will now remain in that version until you save a new version. Bug fix: Mediation Matters - Navigating to Party B fix Big fix: File number - You will now not have to enter a file number when creating a new matter if you set this to ‘No - A file number is not required’ (this option hides the file number field) & You will now have to enter a file number when creating a matter when you set the setting to 'Yes - A file number is required’ (this option hides the file number field). This bug allowed matters to be created without a file number.

We have enhanced existing features and introduced new features as follows. There is further information on each feature and instructions in the attached PDF. o Mediator Settings: My Profile - add FDRP number o Account Settings: adding further details including Lawyer code, mailing/address for service. o Account settings: Questionnaire - adding custom questions in the Questionnaire submission window o Matter: Left hand menu changes (Matter Details) o Matter: Mediation details o Matter: Court details o Matter: Adding parties o Matter: Attachments explorer in the left hand menu o Documents: Adding a custom header and footer into FamilyProperty documents o Documents: Document categories o Documents: Section 60I Certificate, Genuine Steps & Certificate of Dispute Resolution o Disclosure: Sync disclosure documents from FamilyProperty into Smokeball o Disclosure: Adding attachments from Smokeball into FamilyProperty

Client & Other Party Details First Name Middle Names Last Name Gender Home Phone Mobile Phone Email Date of Birth Country of Birth Relationship Details Cohabitation Date Marriage Date Separation Date Divorce Date Marriage Town/City Further information will be synced in the future. The details of these fields will be provided as they become available.

The new integration (V2) is initially available for Leads and Matters for the following Smokeball lawyer matter types: Children Children & Parenting Property Financial Agreements The integration for mediation matter types is going to be undertaken shortly.

Yes, you can continue to use the shareable link to create matters. If any prospective clients submit a Questionnaire, this will automatically create a lead in Smokeball for you. No, the integration currently does not work for matters that are created using the ‘Create a matter’ button in the FamilyProperty browser. This may change in the future. If you have already created a matter using the 'Create a matter' function, please contact FamilyProperty support. Alternatively, you are able to delete the matter in FamilyProperty and create a matter through Smokeball.

Yes, FamilyProperty has now been integrated with a Smokeball lead. You are able to: Send the FP Questionnaire from a lead and access the Questionnaire easily from the FP Questionnaire button for lawyer matters. Embed the FP Questionnaire into your website. If any prospective clients submit a Questionnaire, this will automatically create a lead in Smokeball for you.