Once the Questionnaire has been submitted* with your client's details, the Matter can be managed in the Dashboard, where you can edit any of the information and begin modelling out scenarios for your client, managing offers and proposals, and generating documents and court forms at the click of a button!
*Note - you can also start a Matter in the Dashboard if you prefer to work this way.
Open the Dashboard
If you're using FamilyProperty via Smokeball:
1. To open the dashboard, simply click on the Property &/or Parenting Tab. Note: if the questionnaire was used to start the matter, please ensure it has been submitted by you or the client first.
2. Once in these tabs, you will have see the left-hand menu as shown in the image below and can work in the balance sheets, matter information, disclosure or children & parenting etc and manage the information directly.
FamilyProperty browser users:
1. Open the matter and the questionnaire will be displayed.
2. To move into the dashboard, click 'Submit' at the end of the questionnaire (Note: this can be done on behalf of your client), OR;
3. Simply click on one of the dashboard sections highlighted below in the left-hand menu. Note: you can open the dashboard even if the client hasn't submitted the questionnaire, however the client could make changes to this information.
If this Matter pertains to Property, you will notice the Balance Sheet has been prepopulated with all the Assets, Liabilities, Superannuation details (and more) from the Questionnaire.
If this Matter pertains to Parenting, you will notice the Children & Parenting section has been prepopulated with details of the child/ren relevant to the Matter.
(Or both, if this Matter pertains to both Parenting & Property!)
From the Dashboard, you can:
- Model out your client's proposals and scenarios via the Balance Sheet
- Save and compare different Versions
- Generate Proposal documents at the click of a button
- Invite your client to upload documents
- Invite the Other Side to the Disclosure Portal for easy 2-way disclosure
- Update the matter information including general details, and capture mediation or court events.
- And more!