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We are up to step 3 of the Pre-FDR Session review, which is reviewing the documents and recommendations for each of the assets or liabilities.
In the context of this program recommendations means the documents that FamilyProperty recommends are needed for each asset or liability, and also income or expenses. Basically, this all relates to the client portal and what documents the client will upload to evidence the asset pool or the financial needs moving forward.
For a quick overview of recommendations you can watch this video.
We have changed our user interface slightly since creating this video, so that there are now more menu headings to make it easier for our users. The correct menu heading is shown in the screenshots below.
How do I send them the client portal?
If you don't know how to send the client portal to a party then you can follow the screenshots below, or you can read about that here.
Screenshots - customised recommendations
Would you prefer some screenshots to step you through how to customise the recommendations?
Customise recommendations just means give them homework, or it means that you are adding documents that you think they need to provide to help with the mediation. For instance, perhaps one party is saying that there were extensive renovations to the property which should be taken into account, so you would add that you want documents about those renovations. You would add this next to the house that was renovated.
Don't email your clients asking for individual documents. Use our client portal, which generates an automatic list of documents using the Family Court's requirements for the assets and liabilities that your client has already disclosed using the online client intake. You can then add any documents that you know you need, like a council rates certificate or documents about some renovations. The documents won't go back to your inbox, they will get saved straight into Family Property, next to the relevant asset or liability. Stop fishing through your inbox for the client's information, start collecting all their information in one place.
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