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Dashboard
We know that it is hard to review your client's information on the spot, while they are watching you.
Our online client intake gets the information that you need, and then you can upgrade to dashboard to review the information in peace and prepare properly for your initial client consultation.
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Keen to get started?
If you are already using FamilyProperty then click on the Instructions button for instructions and a list of helpful articles to plan your intake workflow.
If you aren't using FamilyProperty yet then click on Free Trial for more information about our 14 day free trial, no credit card details required.
Forget entering data into a spreadsheet or getting out your calculator, our program does this for you. Click Launch Questionnaire and you will get your balance sheet. It is that easy, that simple.
What is in our balance sheet?
Our balance sheet takes all of the information that your client has given you and puts it in one place. You will see the assets, who owns them, their estimated vlaue and any documents that the client has shared with you regarding that asset.
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You will also see the details of the relationship, like key dates, as well as finding basic information regarding the children, financial and non financial contributions and any other informaiton that the client put into the client intake questionnaire.
Keen to get started?
If you are already using FamilyProperty then click on the Instructions button for instructions and a list of helpful articles to plan your intake workflow.
If you aren't using FamilyProperty yet then click on Free Trial for more information about our 14 day free trial, no credit card details required.