Instead of creating a Matter within FamilyProperty, and inviting new clients via email to complete their Questionnaire, you can generate a Shareable Link to provide one-click access for new clients.
This link can be embedded into your website, or included in emails, and doesn't require your client to create a FamilyProperty account.
To enable Shareable Links:
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Login to FamilyProperty and click on 'Account' in the main menu > click on 'Settings' > and click on 'Matters' to expand this section.
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Scroll down to 'Allow matters to be created via a shareable link' and select 'Yes'. You will see a Shareable Link appear, along with some settings:
- Choose whether you want these Matters to be created as Lawyer Matters or Mediator Matters.
- Enable (or disable) the Conflict Checker for these Matters.
- Decide which people in your firm (if any) should be added to these newly created Matters.
- Customise the sections of the Questionnaire that you wish to display by default when people click on a Shareable Link then scroll down and click 'Save'.
Matters Created via a Shareable Link:
When a client uses the Shareable Link, they only need to complete the first section of the Questionnaire (the Personal Details page) in order for a new Matter to be created within FamilyProperty.As soon as they fill in the Personal Details page and click 'Save' or 'Next', their Matter will appear in the Matters Listing page, and will show as created by 'Shareable Link':