Client Portal

As the professional we understand you may need to help clients navigate their portal and it helps to see it exactly as they see it. To do this, whilst in the matter dashboard click on Disclosure in the left-hand menu then Review client portal Any documents uploaded by the client, will be ava

Once the matter has been moved into the dashboard, you will have access to any documents that the client has uploaded in their portal. You can check notifications via the bell icon on the top right of your screen to see any activity on your matters, including whether documents have been uploaded.

Once the client has submitted their questionnaire, they will automatically be taken to their client portal to start uploading documents for disclosure. They can do this over multiple sessions as each time they now log into FamilyProperty it will open the client portal and they can work through the

If you require more documents from your client, you can add tasks through the matter dashboard which the client will see when they next log into their portal. Follow the screenshots below to learn how Type your task Click save and then save again. Did you know you can als

1. When you invite the client to use the questionnaire, they will receive an invitation email 2. The client clicks 'Get started' and will be prompted to complete the form below with their email address and name pre-populated. The client needs to create a password, select their state, review the T

For mediators that prefer to allow clients to choose what documents they disclose to the other side, you can enable this in your account settings (shown below). Step 1: Go to Account > Settings Step 2: Click on the heading 'Matters' and scroll down until you see the options shown below. Select 'y