Security Questionnaire Responses
This FAQ contains consolidated responses to security questionnaires from multiple financial institutions. Relevant security policies are linked at the bottom of this FAQ. Table of Contents 1. Information Security Program & Governance Q: Does your organization have a formal and documented information risk management program? Answer: Yes Q: Is the information risk management program approved […]
Opening files of former firm member
If you have the Firm edition of the software, members of the firm may open the files of former members. This includes former associates, ex-associates, partners who have left the firm, etc. Here’s how: In the File Manager, the person who wants to open the file should click “Case Files of Other Pro” (top right) […]
Tax Deductions for Tip and Overtime Income
Family Law Software will automatically compute the tax deductions for tip and overtime income received in 2025 through 2028. Just enter the income on the line for tip income or overtime income, and the software will calculate the deduction if the party qualifies. The image below will illustrate, although every state’s page is unique to […]
Split Custody in New York
We do not automatically handle split custody in New York state. If you have a situation where each party has sole custody of one (or more) children, you can do the following: For example, if Party A is custodial for 1 child and Party B is custodial for 2 children, you would do the following: […]
How should I enter a timeshare?
A timeshare is real estate in which one owns a partial interest. There are rental expenses associated with the partial ownership. Some timeshares have marketable value, and some do not. There are a couple of ways you could enter a timeshare. As Tenant Property If you could not sell the party’s interest in the timeshare […]
Third party ownership
This FAQ explains what to do when a third party owns a portion of an asset. This typically can apply with real estate, where, for example, a party’s parents own a portion of the property. It can also apply with a business, where, for example, there are partners who own a portion of the business. […]
How Can I Export to Word or Excel?
There may be occasions when you want to export reports from Family Law Software to Word or Excel. This FAQ will explain how to do that. Exporting to Excel (or other spreadsheet) In the menu bar at the left, one of the options is “Export CSV.” You will be able to open the resulting file […]
Can’t Print PDF when saved to Clio
If you are creating a PDF you may not save it to a Clio matters folder. When you save it to a Clio matters folder, Clio appends an extension that ends “swap.” This is no longer a PDF document that can be printed by a PDF reader. To resolve this problem specify a folder on […]
Why am I not seeing footnotes on the Net Worth Statement?
Uniquely among all the states we handle, New York does not carry income lines that you enter directly to the Net Worth Statement. Instead, it starts with a total from the tax return. For this reason, we are not able to carry footnotes that you enter on the Income section directly to the Net Worth […]
In the Step-Down, Why is Child Support Higher?
Occasionally it happens that child support after a step-down (that is, with one fewer child) is actually higher than originally. The reason for this odd result is that the child support amount is the difference between the parties’ obligations, not the absolute amount. The combined obligation does go down when the stepdown occurs, but the […]