Parting Pro

The Parting Pro AI Assistant lets you ask questions about your cases, financials, forms, tasks, and more and get instant answers with links directly to the relevant pages in your…

Parting Pro AI Assistant

Hillary Scalmanini

Ashley Jones

A curated collection of quick guides, feature overviews, phone scripts, and other resources we’ve shared during trainings and AMAs. 

Parting Pro Client Toolkit

Every family interaction should have a case in Parting Pro, no matter how the arrangement begins. Use this guide to know where to start

When & How to Start a Case in Parting Pro

This section includes step-by-step guides, best practices, and tips for managing cases efficiently in Parting Pro

Case Management

Global Tasks Quick Guide

How To Create & Edit Task Templates

Resources to help you create efficient task flows, use templates, and stay on top of every case from start to finish.

Tasks

Your proposal email sets the tone for how families see your business. Use this guide to make it feel clear, caring, and true to your voice.

How to Personalize Your Proposal Email Template

Use these ready-to-customize templates to create a warm, professional first impression, no matter how simple the arrangement.

Email Template Examples

Email Template Starter Pack

Helpful tips, templates, and tools to improve how you communicate with families over email.

Email Resource

Six Practical Tips for Handling Initial Family Conversations

Quick, effective tips to help you handle calls with confidence and care.

Phone Tips & Best Practices

This quick guide shares 5 simple but powerful ways to build immediate trust through your website.

5 Website Must-Do's to Build Trust with Families Instantly

This collection includes quick guides, best practices, and actionable tips to help you improve how your website looks, feels, and functions.

Website Resource

Recommended Form Settings

Your go-to guide for understanding how forms work in Parting Pro from setup to sending and everything in between.

Forms

Read our blog

Blog Link

Success Center

Blog

Newsletter

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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