As an administrator you will need to configure your Firm Settings within RealtiWeb.
Go to Tools → Firm Settings. Complete the information as it pertains to the law firm. You will need to logout and log back in for these settings to take effect.
If you are logged in as an administrator, you will be able to edit the Firm Settings, otherwise there will be red text explaining who in the firm to contact. These settings are to save you time, especially when drafting documents:
- Contact & Firm Address: This establishes the Firm Name, Title, and Address. There is also a place for the Firm Owner.
- Document Options: This sets the defaults for documents. Any documents that are created within a file will follow the same standard format. This also controls where documents are saved.
- Statement of Account Defaults: The fields will automatically come into your Statement of Account. You can always overwrite anything setup on a file-by-file basis (in case there are any exceptions).
- Trust Statement Defaults: The fields will automatically come into your Trust Statement. If you have line items you always want included but the charge changes, leave the dollar amount blank. You can always change the fields in each file (in case there is an exception).
- Trust Account Information: Entering this information is optional. If you enter the information, the system will remember your account details and fill it in for you.
- 3rd Party Account Information: Certain credential information can be saved (when available). User specific login credentials can be saved in User Settings in the Tools menu.
Basic information pertaining to your firm. Make any changes as needed and save.
Document Options
The document options provide you the flexibility to set a default for how your documents will be created and where to save them. These options apply across your entire firm account.
Statement of Account Defaults
Use this section for setting defaults for the Statement of Account. The top section sets if you're allowing RealtiWeb's Accounting Integration feature.
The following sections set defaults for Purchase, Sale, and Mortgage file settings. You’re able to set everything from the standard fee charged for each file type to regular disbursements. If you have a regular charge or disbursement that changes frequently, add it in the appropriate place without an amount.
You can amend the wording that appears on the Statement of Account, add a Legal Fee amount, and default disbursement items and amounts (based on file type). Information added for each type of file will then appear in any newly created files of that type. These fees, disbursements, and amounts are all editable within a file. In the event the PCLaw export feature is being utilized, the Explanation Codes and GL #s can be included for each type of disbursement included in the default.
The last two sections allow you to determine what items to include in your billing to the client, and if you want these exported using the Accounting Integration.
To include the item in the Statement of Account check off the checkbox under the Incl column.
You can also enter the Explanation Code and G/L # for any additional disbursements that may not be included in the Account defaults above, but may be added to the account depending on the transaction.
Trust Statement Defaults
Any default Trust Statement information as it populates into the Trust Statement (or Statement of Receipts and Disbursements) can be completed in this section. For example, if you include Contingency Funds/Float for a Purchase transaction, you can include it in the default settings so it always shows up in your files. These amounts can also be edited from within a file. In addition, the default can be set in this section to include the Registration Fees and Title Insurance Fees in the Trust Statement if preferred.
Entering the Trust Account information in this section allows the program to auto-populate the information into any forms where it may be required, such as a lender’s Request for Funds.