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Tips & Tricks


Useful OurFamilyWizard Tools for Clients During the COVID-19 Crisis

We've compiled a list of tools on OurFamilyWizard that you and your clients may find particularly helpful throughout the current coronavirus pandemic. 

Learn about these tools

My Cases

My Cases

My Cases is where you manage all of your connections to clients. Learn about creating client accounts, linking to clients already on OurFamilyWizard and other features.

See all My Cases help topics

Family Viewing

Family Viewing

Family Viewing is how you will review your clients' activity and communication histories on OurFamilyWizard. Learn how to use this powerful tool. 

Read all help topics about Family Viewing

Messaging with clients


Messaging on OurFamilyWizard keeps your correspondence with clients contained within one central platform. Learn how to use OurFamilyWizard messaging to take back control of your inbox.

Read all messaging help topics


Account Settings

Account basics such as updating your password or enabling Touch ID.

Read all help topics on account settings