FamilyProperty offers a wide range of documents, including data exports, property and parenting documents as well as court forms that can be accessed at anytime.
To access the full suite of reports:
- Navigate to either the Balance Sheet or the Children and Parenting section.
(With the Questionnaire open, you will only be able to download the Questionnaire Report.) - Click on Show all documents to view the full range of reports.
- From here, use the Search function to find a report or browse the categories on the left-hand side.
Below is a brief overview of available reports in each category:
- Exports - data exports for the questionnaire or all information within the dashboard
- Balance Sheets & Proposals - download Word documents of a client's / party's balance sheet, including a Net Proceeds report (if there are linked liabilities and assets)
- Joint Documents- generate joint balance sheets and proposal documents in either Word or Excel, this is dependent on the other party's balance sheet being populated. Mediators can also run Matter Considerations showing both parties contributions and future needs.
- Disclosure - generate indexes for matter attachments in Word or Excel (your client / party only) as well as disclosure indexes that list all documents that have been made accessible by both parties. You can also download the Disclosure Letter when using our Disclosure portal with the other side.
- Court Documents - view the full range of court documents including property and parenting orders, Initiating Application & Response, Financial Statement, Confidential Case Outline and more
- Parenting - parenting related reports including Children information, parenting plan and orders as well as the Section 60I certificate
- Agreements - this section contains, Heads of Agreement, Financial effect of agreement, Draft Application for Consent orders, Property Consent Orders.
- Other - This includes documents such as a case outline, matter considerations, matter chronology as well as a recommendations report listing tasks associated with the client portal and whether they have been ticked off.