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family property allows matters to be created using a link to our questionnaire now this is really great because you can connect this link to a button on your website and you could include it in emails to clients to potential clients so im going to show you how you can set that up now so first thing is to log into your account go into your account settings and click on matters and if you scroll down youll see this option here allow matters to be created via a shareable link so switch that to yes we give you the link that you can copy you indicate the type of matter you can add who from your firm or practice should have access to those matters and then you can also select what sections you want to include in the questionnaire so you dont have to send you dont have to include the whole thing so once youve done that save your changes and then youll also notice that we give you access to your shareable link on your home screen now im going to show you what that experience is for the
