EvolveGo Integration

Getting Started

• Enabling the FamilyProperty EvolveGo integration
• Connecting an existing FamilyProperty Matter to EvolveGo

Admin & Settings

• Access to the EvolveGo integration

EvolveGo Leads & Matters

• Using FamilyProperty within EvolveGo Leads
• Using FamilyProperty within EvolveGo Matters
• Which FamilyProperty Matters get synced to EvolveGo?
• What Matter data is synced between FamilyProperty and EvolveGo?

The Questionnaire

• Accessing the Questionnaire in EvolveGo
• Sending the Questionnaire in EvolveGo
• Resending or opening the Questionnaire in EvolveGo

Parenting & Property Tabs

• Accessing the Parenting Arrangements/Calendar in an EvolveGo Lead/Matter
• Accessing the Balance Sheets in an EvolveGo Lead/Matter
• Comparing Balance Sheet Versions in an EvolveGo Lead/Matter

Documents & Disclosure

• Generating FamilyProperty forms and documents in an EvolveGo Lead/Matter
• Accessing attachments for a Matter via the EvolveGo integration
• Moving files from FamilyProperty's Disclosure Portal over to EvolveGo
• Moving files from EvolveGo's Documents List over to FamilyProperty

EvolveGo FAQs

• "I'm having troubles with the EvolveGo integration!"