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Question: What is the Client Cloud Data Entry process?

Answer:

1. You send the client an email from the Client Data > Open/Save/Send > New Client link.

2. The client receives an email asking him/her to register by clicking on a link in the email:

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3. This screen comes up and the client enters his or her email and creates his or password:

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(The client may also set a new password clicking New Password.)

4.  The client clicks "Set Password" and this screen comes up, asking the client to Log In:

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5. The client logs in again.

6. Once the client clicks Log In, this screen comes up, and the client begins entering data.

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7. When the client is ready, the client clicks Send & Settings > Send File to Pro.