LiraDocs FamilyPro Integration
LiraDocs provides enhanced financial analysis tools for family law matters, improving efficiency and accuracy in property division and financial document preparation.
Primary Features of LiraDocs FamilyPro:
- Balance Sheet Intake
Securely collects client asset and liability information. It is recommended to send this form after client retention when starting the financial discovery process. - Interactive Balance Sheet
Automatically calculates and models property division proposals, providing a clear picture of outcomes for the client. - Statewide Financial Court Forms
Auto-populates with client financial data for faster generation of complex court forms specific to jurisdiction, speeding up document creation.
Accessing LiraDocs FamilyPro:
- Access FamilyPro from any matter or lead in LiraDocs by selecting the FamilyPro tab.
- Pop Out option available for a separate window view.
- All activities in FamilyPro will be tracked as “Preparation of financials/financial information in FamilyPro.”
Client Collaboration in FamilyPro:
- Invite Clients to complete their Balance Sheet Intake form, explore property division, or fill out the Illinois Financial Affidavit on their own devices.
- Send a secure client invite directly from the LiraDocs platform.
- Customize access levels to restrict client features if necessary.
Template Email for Client Invitation:
- LiraDocs provides an email template for firms to use when inviting clients to collaborate via FamilyPro. The template can be easily customized before sending to clients.
Notifications:
- Receive notifications when:
- A client creates an account and logs in.
- A client submits the Balance Sheet Intake form.
- A client submits the Illinois Financial Affidavit form.
Retrieving or Revoking Client Access:
- Retrieve or revoke the client’s access link at any time from the FamilyPro tab in LiraDocs.
Information Synced Between LiraDocs and FamilyPro:
Selecting the FamilyPro tab in a LiraDocs matter will transfer client and matter details to FamilyPro, including:
- Firm Info: Firm name, phone, address, etc.
- Client Info: Name, contact details, DOB, etc.
- Other Party Info: Name, contact details, DOB, etc.
- Children Info: Name, gender, DOB.
- Matter Info: Matter ID, jurisdiction, description, attorney responsible.
- Case Info: Case number, county, court mailing address, etc.
- Marriage Details: Marriage, separation, and divorce decree dates.
Data flows from LiraDocs to FamilyPro and is one-way—changes made in FamilyPro will not update in LiraDocs.